• Job Vacancy at Citi Bank

  • Posted on: 21 December, 2014 Deadline: Not Specified
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  • Job Purpose:

    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.

    Job Background/context:

    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.

    Client Service Officer

     

    Key Responsibilities:

        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.

    Development Value:

    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.

    Qualifications
     
    Knowledge/Experience:
        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.

    Skills
        Fluency in spoken and written English, other languages an advantage.
        Ability to cope with ambiguity and change – high adaptability.
        Team player
        Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
        Strong communication skills.
        Pro-active, initiative and driven

    Qualifications
    Exceptional candidates who do not meet this criteria may be considered provided they have the necessary skills and experience.

    Competencies
        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

    Valuing Diversity
    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.

    Method of Application

    To apply for this position, click here

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