A Client Service Officer will provide excellent client service in partnership with the Private Banker teams. Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.
The Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries.
The Citi Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi's Markets and Banking division.
Citi Private Bank is dedicated to helping clients meet their financial needs and goals. We serve them as a true financial partner and trusted advisor. Our experienced professionals serve the needs of wealthy families, individuals, and entrepreneurs.
Process all client related transactions in a professional and timely manner related to internal/external payment requests, Trade execution and all other types of transactions across banks internal systems.
Daily cash management, problem resolutions relating to cash management, research and order processing for clients
Understand how to execute transactions across the broad array of Citi products
Input buy/sell orders for stocks and bonds
Respond promptly to all client requests
Organize and track tasks, following up on pending items to ensure timely execution
Process client credit card applications and obtain statement copies
Adhere to all regulatory and internal Compliance and AML policy requirements
Provide support to colleagues in team when volumes of work allow
Look to streamline process and promote initiatives
Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures
Respond to client requests promptly and effectively to resolve related problems
Develop knowledge base and skills through specific internal courses
take ownership of client problems and remain accountable through to completion
Serve as a valued resource to team members and colleagues by sharing knowledge , information and best practices
If applicable work closely with Bankers and Associate Bankers in initiating centers.
If applicable serve as local account officer (LAO) in all aspects of client service for offshore location bankers be seen
If needed by clients as first point of contact in addressing local account requirements and offshore bankers requests.
The role provides insight into all aspects of transactional processing and will give the candidate a broad understanding of products and Compliance and AML experience. A highly experienced candidate would be considered for a Client Account Officer (CAO) in future opportunities and with other product support teams.
Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred).
Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities.
Fluency in spoken and written English, other languages an advantage.
Ability to cope with ambiguity and change – high adaptability.
Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
Strong communication skills.
Pro-active, initiative and driven
Exceptional candidates who do not meet this criteria may be considered provided they have the necessary skills and experience.
Ability to prioritize and manage multiple deadlines, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions.
Ability to build effective working relationships across hierarchal levels and functions.
Is aware of, and effectively manages, risk and compliance related situations in his/her area
Numerate, analytical mind, with strong problem-solving skills.
Attention to detail
Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer.
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