Client Service Officer

Publix Serving (Civica)

New York, New York, United States
Base: $78,320.00 - $109,280.00; bonus/equity: not ...
On-site
Deliver wealth management services
Manage client transactions
Client investigations and resolution
Deliver wealth management services to Cit Wealth clients with guidance from the Banker teams

Job Summary

  • Deliver wealth management services to Cit Wealth clients with guidance from the Banker teams.
  • Manage and execute client transactions with respect to business and individual banking, credit and investment products, ensuring timely completion within audit and compliance standards.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Matching Summary

Deliver wealth management services to Cit Wealth clients with guidance from the Banker teams.

Salary

Base: $78,320.00 - $109,280.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Must-have

  • Deliver wealth management services
  • Manage client transactions
  • Client investigations and resolution
  • Coordinate account maintenance
  • Enforce banking policies
  • Proactive client engagement
  • Identify new business opportunities

Nice-to-have

  • Analytical thinking and data analysis
  • Attention to detail in judgments
  • Diplomacy in communication
  • Service quality improvement

Key Requirements

  • 2-5 years relevant experience
  • Ability to prioritize and manage time
  • Problem-solving and data analysis skills
  • Strong verbal and written communication
  • Client facing experience
  • Knowledge of investments, banking, and credit products
  • Series 7/63 or 7/66 licenses or willingness to acquire within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter