Client Service Officer

Citigroup Inc. New Castle , DE 19721

Posted 2 months ago

The Client Service Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

  • Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.

  • Ensure HQ banker and service officer are engaged on sensitive issues and provide timeline on any complex requests.

  • Manage and execute client transactions with respect to business TTS banking 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 to ensure effective resolution.

  • Coordinate account maintenance for global TTS platform including address changes, signer changes, account status changes, rates and fee waivers.

  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.

  • Identify and document new business opportunities for referral to banker or product specialist.

  • 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.

Qualifications:

  • 2-5 years relevant experience

  • Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients

  • Ability to problem solve and analyzes data with demonstration of attention to detail

  • Strong verbal and written communication skills

  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

  • Knowledge of corporate banking and cash management solutions

Education:

  • Bachelor's/University degree or equivalent experience

Grade :All Job Level

  • All Job FunctionsAll Job Level

  • All Job Functions

  • US

Time Type :Full time


Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.


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Client Service Officer

Citigroup Inc.