Client Service Officer
Company: Citi
Location: Bell Gardens
Posted on: January 12, 2021
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Job Description:
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 and
reporting on WINS 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.* Proactively arrange
and participate in client visits and perform service quality
check-in calls to clients.* Obtain banker/client appointments to
build upon existing or establish new relationships.* 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:* 5-8 years of 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 analyze 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
investments, banking, and credit products* US: Licenses: Series
7/63 or 7/66 or willing to acquire within 120 daysEducation:*
Bachelor's/University degree or equivalent
experience-------------------------------------------------Job
Family Group: Private Client
Coverage-------------------------------------------------Job
Family:Client
Services------------------------------------------------------Time
Type:Full
time------------------------------------------------------Citi is
an equal opportunity and affirmative action employer.Qualified
applicants will receive consideration without regard to their race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.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 review
Accessibility at Citi.View the "EEO is the Law" poster. View the
EEO is the Law Supplement.View the EEO Policy Statement.View the
Pay Transparency Posting
Keywords: Citi, Bell Gardens , Client Service Officer, Other , Bell Gardens, California
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