Client Service Officer, Citi

Citi

Location:
Switzerland, Geneva

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Service Officer role involves delivering wealth management services to Citi Private Bank clients, managing transactions, coordinating account maintenance, and ensuring audit and compliance standards. The position requires strong organizational skills, client-facing experience, and knowledge of banking and investment products. Fluency in English is mandatory, and the role is based in Geneva, Switzerland.

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
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 of Citi applications
participate in service related process improvements
appropriately assess risk when business decisions are made

Requirements:

2-5 years relevant 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
fluency in English is mandatory

What we offer:

equal opportunity employer
accommodations for persons with disabilities

Additional Information:

Job Posted:
August 23, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Service Officer