Client Service Officer

Citi

New York, New York, United States
Base: $78,320.00 - $109,280.00; bonus/equity: disc...
2-5 years relevant experience
Strong verbal and written communication skills
Client facing experience in operations and compliance
The role involves delivering wealth management services to Cit Wealth clients while managing transactions for banking, credit, and investment products

Job Summary

  • The role involves delivering wealth management services to Cit Wealth clients while managing transactions for banking, credit, and investment products.
  • Employees are responsible for enforcing banking policies, ensuring audit compliance, and maintaining high client satisfaction through proactive service checks.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role involves delivering wealth management services to Cit Wealth clients while managing transactions for banking, credit, and investment products.

Salary

Base: $78,320.00 - $109,280.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 2-5 years relevant experience
  • Strong verbal and written communication skills
  • Client facing experience in operations and compliance
  • Proficient use of Citi applications
  • Ability to prioritize with organizational skills

Nice-to-have

  • Previous sales referral experience
  • Knowledge of investments banking and credit products
  • Interest in building client relationships
  • Experience with process improvements
  • Proactive problem-solving approach

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 7/63 or 7/66 license (or willingness to acquire)
  • US work authorization required
  • 2-5 years of relevant professional experience

Work Rights

Not specified

Tailored Resume

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