Client Service Officer

il y a 2 semaines


Bertrange, Luxembourg Citi Temps plein

**Responsibilities**:

- 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 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.

**Qualifications**:

- 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
- Fluency in English is mandatory
- Fluency in Spanish and or French would also be a strong advantage

**Education**:

- Bachelor's/University degree or equivalent experience**Job Family Group**:
Private Client Coverage
- **Job Family**:
Client Services
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting


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