Client Service Officer, Citi

Citi

Location:
United Kingdom, London

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Client Service Officer is a developing professional role with responsibilities in wealth management services, operational integrity, client relationships, and compliance enforcement. Candidates should possess strong problem-solving abilities, experience in banking and investments, and solid communication skills.

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, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
drive compliance with applicable laws, rules and regulations
adhere to policy
apply sound ethical judgment regarding personal behavior, conduct and business practices
escalate, manage and report control issues with transparency

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
knowledge of Payments is a must plus knowledge Banking and investments

What we offer:

equal opportunity employment
workplace accessibility accommodations
compliance with laws protecting against discrimination

Additional Information:

Job Posted:
August 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Service Officer