Citi Personal Wealth Management (CPWM) provides investment services to clients with brokerage accounts in all stages of wealth, domestic or abroad. Whether our clients prefer to invest on their own, with an advisor, or a combination of both, Citi Personal Wealth Management can provide strategies to help them meet their goals.

As a Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you will be responsible for handling end-to-end brokerage account servicing and trading requests for high net worth clients in a contact center setting for domestic and international clients who choose to make investment decisions on their own. In depth training and resources will be provided to ensure you are fully equipped to successfully handle all our clients’ varying needs. We pride ourselves on our inclusive team culture, flexibility, and client-first approach.

**Responsibilities:**

+ Serve as the primary point of contact in providing a worl...