Client Service Officer, Citi

Citi

Location:
Jersey

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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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.

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 (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

Requirements:

A good track record of experience in a similar role
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
Investment Qualification/Exams - IMC (Investment Management Certificate) or IAD (Investment Advice Diploma) - required

Additional Information:

Job Posted:
August 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Service Officer