Wealth Services Resource Specialist – San Antonio, TX

The Wealth Services Resource Specialist is a subject matter expert on investment and banking procedures and processes. The Wealth Services Resource Specialist will be a part of a team comprised of specialists with a focus on effective issue resolution for our clients. The Wealth Services Resource Specialist provides first level support and escalation to licensed and non-licensed associates, internal partners, and clients. They manage escalated customer inquiries and ensure the issue resolution is handled promptly and seamlessly. The Wealth Services Resource Specialist works closely with business partners to review front line metrics (e.g., questions raised, frequency of escalated items, etc.) and use that data to develop individual and team based coaching opportunities.

Responsibilities:

• Answer incoming calls from internal partners and function as SME/point of contact for complex product related procedural / process related questions & escalations
• Addresses procedural / process related questions and concerns from associates and assists with problem resolution
• Resolves escalations from clients, wealth teams, senior leadership, or executive levels
• Provides point of call resolution, a research/escalation resource, and partners with process specialists to research and resolve client requests
• Supports an expansive and/or diverse array of products/services (e.g., Investment, banking, mortgage)
• Consults with strategic partners, managers, and department to resolve client requests promptly and achieve excellent internal and external customer service
• Documents, tracks, and monitors items escalated to them to ensure a timely resolution
• Responsible for keeping detailed records of open client issues and monitoring them accordingly
• Works with business partners in identifying performance issues, drafting, and executing team and individual based training
• Collaborates with training partners to align coaching efforts with training strategy, focusing on knowledge and service improvement
• Monitors and manages standard call center metrics for abandonment rate, service level, staffing requirements, capacity planning, etc.

Qualifications:

• 5-8 years of relevant experience
• Strong experience/knowledge in complex products such as managed programs, alternative investments, security-based lending preferred
• Strong business acumen with an in-depth understanding and alignment to the internal operating model and overall value proposition
• Consistent top-tier performer
• Ability to manage and expedite multiple tasks in a dynamic, fast paced service environment
• Exceptional critical thinking / problem solving skills to immediately address escalated client issues
• Superior client service proficiency including excellent verbal, written, and listening skills
• Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment
• Strong desire to create a top-notch client experience with every client, every day
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills (Banking, Cards, Mortgage, etc.)
• Series 7 and 63 Licenses required at time of hire
• 9/10 Licenses required (or need to obtain within 150 days of assuming the role.

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Sales Support

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Time Type:

Full time

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Primary Location:

San Antonio Texas United States

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Primary Location Full Time Salary Range:

$70,720.00 - $106,080.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Jun 24, 2025

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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.

 

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View Citi’s EEO Policy Statement and the Know Your Rights poster.