Citi
Bilingual Client Service Officer Assistant Vice President
Citi, Houston, Texas, United States, 77246
Bilingual Client Service Officer Assistant Vice President
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Bilingual Client Service Officer Assistant Vice President
role at
Citi
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. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
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 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, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
Bilingual in Spanish and English.
5–8 years of 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 Details Job Family Group: Private Client Coverage
Job Family: Client Services
Time Type: Full time
Primary Location: Houston, Texas, United States
Full Time Salary Range: $87,360.00 – $131,040.00
Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs. Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
EEO Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Bilingual Client Service Officer Assistant Vice President
role at
Citi
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. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
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 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, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
Bilingual in Spanish and English.
5–8 years of 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 Details Job Family Group: Private Client Coverage
Job Family: Client Services
Time Type: Full time
Primary Location: Houston, Texas, United States
Full Time Salary Range: $87,360.00 – $131,040.00
Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs. Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
EEO Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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