Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!Our people make all the difference in our success.The Client Service Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.Coordinate account maintenance for all products including address changes, telephone number updates, account status changes, rates and fee waivers.Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.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, and escalating, managing and reporting control issues with transparency.Further support the team manager as backup or delegate if required.Qualifications:6-10 years of experienceAbility to multi-task with strong organizational and time management skills per the needs of banker teams and clientsAbility to problem solve and analyze data with demonstration of attention to detailStrong verbal and written communication skillsClient facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experienceKnowledge of investments, banking, and credit productsFluency in English is mandatoryFluency in Spanish and or French would also be a strong advantageEducation:Bachelor's/University degree or equivalent experienceJob Family Group: Private Client CoverageJob Family: Client ServicesTime Type: Full timeMost Relevant Skills Please see the requirements listed above.Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.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 .View Citi’s and the poster.
