Bilingual Customer Service Sr Analyst, Citi

Citi

Location:
United States, New York

Category:
Customer Service

Contract Type:
Employment contract

Salary:

88400.00 - 132600.00 USD / Year

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Job Description:

A Service Officer provides service support to the Citi Private Latin America businesses and ensures effective client service to ultra high net worth clients. Responsibilities include managing client transactions, maintaining operational integrity, supporting Private Bankers, adhering to compliance requirements, and proactively improving client service processes.

Job Responsibility:

Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services
Strengthen private banking relationships by providing efficient and timely client service and problem resolution
Ensure adherence to internal policies and compliance to legal and regulatory requirements
Process all client transactions and respond to all inquiries
Deliver wealth management services to CPB Latam clients with guidance from the Banker teams
Manage and execute client transactions with respect to banking, credit and investment products
Collaborate with operational and middle office teams to ensure resolution of client investigations
Coordinate account maintenance for all products and reporting
Enforce banking policies and procedures
Proactively assist in preparation of PB client trips and arrange client visits
Identify and document new business opportunities for referral
Utilize internal systems to support CPB clients
Open and link accounts on One Source.

Requirements:

Series 7 & 63 or 65 or 66 licenses for US based employees or willing to obtain within 150 days
Bilingual - English / Spanish required
Knowledge of banking, fiduciary, credit and investments required
Strong verbal and written communication skills
Excellent client facing service experience and problem resolution skills required
Previous sales referral experience preferred
Interpersonal and team building skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
High level of integrity and commitment to maintaining confidentiality with respect to the franchise and the client
Detail oriented and 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
Proficiency and aptitude in utilizing systems, MS Office/Windows, web based and other desktop applications
BA/BS Degree or equivalent work experience
Relevant 5-7 years of experience in the financial services industry is preferable.

Nice to have:

Portoguese preferred
Previous sales referral experience preferred
Seeks process improvements and generates new ideas to streamline processes/transactions.

What we offer:

Medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave & paid holidays
discretionary and formulaic incentive and retention awards.

Additional Information:

Job Posted:
October 04, 2025

Expiration:
October 09, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Bilingual Customer Service Sr Analyst