Client Service Officer, Citi

Citi

Location:
United States, Houston

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Client Service Officer role requires in-depth disciplinary knowledge and involves delivering wealth management services, managing client transactions, and coordinating account maintenance, among other responsibilities. Candidates should have a strong background in operations and compliance with client-facing experience and relevant licenses.

Job Responsibility:

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 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

Requirements:

Bilingual in Spanish and English
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 days

What we offer:

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

Additional Information:

Job Posted:
November 11, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Service Officer