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Citi

Senior Wealth Client Service Lead - Banking & Investments

san francisco, CA

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About this opportunity

Citi lists this Senior Wealth Client Service Lead - Banking & Investments opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Citi is seeking a Senior Client Service Manager in San Francisco to lead a wealth management team focused on banking and investment servicing. You will oversee the sales process, ensure service quality, and coordinate resources across departments to onboard clients efficiently.

You will guide training, develop process improvements, and manage budgets while coordinating with domestic and international Advisors. This role requires strong leadership and regulatory awareness.

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Worksite address

san francisco, CA, 94199, US

Who can apply

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