Client Service Officer

• 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 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
• Perform responsibilities through proficient use Citi applications
• Participate in service related process improvements
• Appropriately assess risk when business decisions are made

• 3-5 years of experience
• Ability to multi-task with strong organizational and time management skills
• 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
• Fluency in Spanish and or French would also be a strong advantage
• Bachelor's/University degree or equivalent experience

Fluency in Spanish and or French