Jacksonville, Florida, United States · Hybrid
$88k–$133k/yr
As a Senior Wealth Services Specialist, you will serve as a subject matter expert on investment and banking procedures, acting as a critical resource for our clients and internal teams. This role is central to a dedicate…
Skills: Investment procedures, Banking procedures, Issue resolution, Client service, Financial products
San Antonio, Texas, United States · On-site
Store 2741843: 1414 W Loop 1604 N, San Antonio, Texas 78251 Shift AvailabilityDays (Weekdays + Weekend Availability Required) Time Type Full time Assistant Manager We want you to join our team as an Assistant Manager. If…
Skills: Team leadership, Recruiting, Interviewing, Hiring, Delegation
San Antonio, Texas, United States · On-site
$195k–$256k/yr
VP Finance Business Partner - East Drive Client Success through Financial Excellence. Influence Strategy. Shape the Future. Be the Financial Leader Behind Operational Success At ISS, our vision is simple: People Make Pla…
Skills: Financial planning, P&L management, Budgeting, Forecasting, Financial analysis
San Antonio, Texas, United States · On-site
Overview What can PAM Health offer you? Opportunities for professional development and career advancement Competitive salary and benefits package Company growth and innovation Teamwork and collaboration Corporate support…
Skills: Leadership, Communication, Teamwork, Inclusiveness, Business development
San Antonio, Texas, United States · Hybrid
$77k–$147k/yr
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community a…
Skills: Data analysis, SQL, Statistical analysis, Data visualization, Business strategy
San Antonio, Texas, United States · On-site
Store 2742256: 8303 McCullough Ave, San Antonio, Texas 78216 Shift AvailabilityFlexible (Days, Evenings, Overnights + Weekends) Time Type Full time Assistant Manager We want you to join our team as an Assistant Manager. …
Skills: Team Leadership, Recruiting, Interviewing, Hiring, Delegation
San Antonio, Texas, United States · On-site
Division: San Antonio Main Project Location(s): San Antonio, TX 78212 USA Minimum Years Experience: Travel Involved: Job Type: Seasonal Job Classification: Intern Education: Job Family: Construction Compensation: Intern …
Skills: Construction Management, Project Coordination, Document Control, Material Tracking, Safety Protocols
San Antonio, Texas, United States · On-site
We are seeking an experienced Fleet Manager to join our team. Privately held fire protection company with 171+ employees in 9 Texas locations and over 100 vehicles, trailers, and related equipment. The Fleet Manager is d…
Skills: Fleet management, Vehicle maintenance, Preventative maintenance, Compliance, Cost management
San Antonio, Texas, United States · On-site
Job Description: Overview The Associate Vice President (AVP) - Land Development provides senior-level leadership for the planning, design, and delivery of complex engineering projects within the land development team. Th…
Skills: Land Development, Civil Engineering, Project Management, Team Leadership, Strategic Planning
San Antonio, Texas, United States · On-site
Division: San Antonio Main Project Location(s): San Antonio, TX 78212 USA Minimum Years Experience: Travel Involved: Job Type: Regular Job Classification: Experienced Education: Job Family: Construction Compensation: Sal…
Skills: Construction management, Self-perform operations, Project scheduling, Safety program management, Job hazard analysis
Lowe's Companies, Inc.San Antonio, Texas, United States · On-site
Your Impact The primary purpose of this role is to efficiently operate and maintain data center facility infrastructure. This includes responsibility for the continuous power and HVAC to the server production environment…
Skills: Space planning, Facility management, Project management, Program management, CAFM
San Antonio, Texas, United States · On-site
We are Engineered to Serve. Tindall Corporation is a leading Precast Concrete Manufacturer, with locations throughout the Southeastern U.S. Our mission is to support our customers, create remarkable structures, and deliv…
Skills: Structural analysis, Project management, Team leadership, Quality control, Technical communication
San Antonio, Texas, United States · Hybrid
Company:Marsh McLennan Agency Description: Senior Commercial Account Consultant Department: Business Insurance / Property & Casualty We are seeking a talented Senior Account Consultant to join our Business Insurance team…
Skills: Commercial insurance, Risk management, Account management, Strategic planning, Client relationship management
San Antonio, Texas, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Book of business, Client relationship building, Customer engagement, Decision making, Financial analysis
San Antonio, Texas, United States · On-site
$4k–$5k/mo
Join the Texas Health and Human Services Commission (HHSC) and be part of a team committed to creating a positive impact in the lives of fellow Texans. At HHSC, your contributions matter, and we support you at each stage…
Skills: Food service management, Staff supervision, Sanitation compliance, Food safety, HACCP
San Antonio, Texas, United States · Hybrid
$195k–$351k/yr
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community a…
Skills: Application development, Telematics, Cloud-native technologies, Artificial intelligence, Machine learning
San Antonio, Texas, United States · On-site
$80k–$90k/yr
About The Position The Program Coordinator II is responsible for coordinating activities associated with a specific program or group of programs in a specialty/functional area including scheduling, coordination of commun…
Skills: Project management, Research administration, Stakeholder coordination, Data management, Risk management
San Antonio, Texas, United States · Remote Solely
$140k–$193k/yr
Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. The Customer Business Lead, Naturals (CBL), drives selling efforts to the cu…
Skills: Account management, Sales strategy, Category management, Forecasting, Business analytics
San Antonio, Texas, United States · On-site
$14/hr
Marshalls At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development…
Skills: Customer service, Leadership, Training, Mentoring, Merchandising
San Antonio, Texas, United States · On-site
Job Title: Manager II, Distribution Operations Department: Supply Chain Country: United States of America State/Province: Texas City: San Antonio Full/Part Time: Full time Job Summary: Under general supervision, the posi…
Skills: Supply chain management, P&L analysis, Logistics management, Team leadership, Customer relationship management
Jacksonville, Florida, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Senior Analyst serves as a subject matter expert providing advanced support and issue resolution for complex investment and banking inquiries. They are responsible for managing escalations, ensuring regulatory compliance, and maintaining high-touch relationships with internal partners and clients.
Candidates must have 5-8 years of financial services experience and hold current FINRA SIE, Series 7, and Series 63 or 66 registrations. A bachelor's degree is required, along with demonstrated expertise in complex financial products and strong problem-solving capabilities.
As a Senior Wealth Services Specialist, you will serve as a subject matter expert on investment and banking procedures, acting as a critical resource for our clients and internal teams. This role is central to a dedicated team focused on delivering swift and effective issue resolution and includes high-touch interactions with Advisors and clients. You will be the first level of advanced support for both licensed and non-licensed associates, internal partners, and clients, managing escalated inquiries to ensure a seamless and positive client experience.
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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
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