Unknown Company

Senior Wealth Client Service Lead - Banking & Investments

san francisco, ca • Posted 1 months ago
Onsite Full Time Human Resources

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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Senior Wealth Client Service Lead - Banking & Investments in san francisco at Unknown Company

This position is listed as full time and onsite.

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