Client Service Officer
il y a 7 heures
The Client Service Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **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 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. **Qualifications**: - 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 - US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days **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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Client Relationship Officer
il y a 2 semaines
Bertrange, Luxembourg BDA Global Services Temps pleinBDA Global Services is looking for a Client Relationship Officer (M/F) on a permanent contract. **Description** - Manage a portfolio of institutional clients; - Develop potential and cross-selling; - Build client loyalty and be the main contact for clients - In charge of managing customer relationships. - To finish the finance paperwork procedure,...
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Client Relationship Officer
il y a 1 semaine
Bertrange, Luxembourg BDA Global Services Temps pleinBDA Global Services is looking for a Client Relationship Officer (M/F) on a permanent contract as part of a mission for one of our partners based in Luxembourg. **Description** - Manage a portfolio of institutional clients; - Develop potential and cross-selling; - Build client loyalty and be the main contact for clients - In charge of managing customer...
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Emea Private Bank
il y a 7 jours
Bertrange, Luxembourg Citigroup Temps plein**Discover your future at Citi**: Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**: **_Excited to grow your career?_** We value our...
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Transfer Agency Investor Services Officer
il y a 7 heures
Bertrange, Luxembourg Citi Temps pleinThe Cash & Trade Proc Intmd Analyst is an intermediate level role responsible for ensuring transactions are processed accurately and on time in coordination with the Transaction Services team. The overall objective is to research, conduct analyses, and resolve issues. **Responsibilities**: - Create customized transaction services reports based on data...
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Aml/kyc Officer
il y a 2 semaines
Bertrange, Luxembourg BDA Global Services Temps pleinBDA Global Services is currently looking for a Compliance AML/KYC Officer. **Description**: As an AML/KYC officer, you will be part of the Regulatory services team and you will be in charge of: - Following up KYC missing information with the Engagement team and the client - Assistance with the creation and evaluation of internal AML/KYC client files -...
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Fund Services Manager
il y a 7 jours
Bertrange, Luxembourg fundcraft Holdco S.ar.l Temps plein**About fundcraft**: fundcraft is a fast-growing, tech-powered fund services provider, aiming to revolutionise the fund management industry through our proprietary platform. Our dedicated team of financial experts, lawyers, tech developers, and data scientists are fully committed to turning the organisation to a leading fund services firm, in Europe and...
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Client Manager
il y a 7 heures
Bertrange, Luxembourg Sogeti, part of Capgemini Temps pleinAt Sogeti, we believe the best is inside every one of us. Whether you are early in your career or at the top of your game, we’ll encourage you to fulfill your potential to be better. Through our shared passion for technology, our entrepreneurial culture, and our focus on continuous learning, we’ll provide everything you need to become the best you can...
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Client Executive, Svp
il y a 2 jours
Bertrange, Luxembourg Citi Temps pleinThe Client Executive is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The SVP Client Executive also serves as an intermediary in...
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Service Delivery Manager
il y a 7 heures
Bertrange, Luxembourg infeurope S.A. Temps plein**Job Type(s)**:Permanent**Location(s)**:Lusembourg - Bertrange**Company Name**:infeurope S.A.- infeurope S.A. is looking for a**“Service Delivery Manager (M/F/D)”** with exemplary service and project management knowledge and outstanding communication skills to manage our service delivery to our international clients. Your remit will be to deal with...
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Kyc Administrative Officer
il y a 1 semaine
Bertrange, Luxembourg BDA Global Services Temps pleinBDA Global Services is looking for a KYC Administrative Officer (M/F) on a permanent contract as part of a mission for one of our partners based in Luxembourg. **Description** - You will ensure that the client files are properly set up at the time of entry into the relationship and you will follow up on the documents required according to the various events...
