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Senior Client Service Manager, SVP – Lead the wealth management team and drive client experience, compliance and operational excellence.
Based in San Francisco, this senior role focuses on managing client service operations, training, regulatory compliance and performance.
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers, when needed.
Responsibilities:
- Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures.
- Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded
- Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans
- Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
- Contribute to and drive tactical and strategic initiatives. Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.
- Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place. Work closely with the Global and Regional Market Managers to ensure that business initiatives are appropriately supported by Service.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices. Escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
- Acts as subject matter expert of banking and investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers and CSAs
- Coordinate “SWAT” resources for both domestic and international Advisors who are new to Citi and need support in transferring client book to Citi (resources may or may not report directly to this role, however, this role will coordinate time, effort and collaboration with sales teams and leadership).
- Partners with National Client Service Manager to create and communicate CSA career path, to include a senior RCSA role that offers a differentiated team lead experience and builds a pipeline for potential CSM path.
Qualifications:
- 10+ years of experience
- Robust experience in business management and risk and control in a wealth management firm
- Experience leading high performing teams
- In-depth knowledge of client onboarding requirements, including KYC and AML
- Excellent verbal and written communication skills
- Required US FINRA: SIE, Series 7, Series 63 (or Series 66), and Series 24 (Series 9/10 accepted)
Education:
Bachelor's/University degree, Master's degree preferred
Job Family Group:
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Primary Location:
San Francisco California United States
Primary Location Full Time Salary Range:
$163,600.00 - $245,400.00 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.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Jul 30, 2026
Automated Processing and AI
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
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.
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