Citi Hiring For Client Service Officer-11 at Secunderabad, Telangana Full Time

The Client Service Sr. Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s)) of clerical/support employees. Good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas in order to understand how they relate to own area. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Improves process efficiencies in support of unit objectives. Requires a basic conceptual/ practical grounding in policies as they apply to the business. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Typically deals with variable issues with potentially broader business impact. Influences decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results. No direct responsibility for financial or resource planning. Work generally affects own team as well as other closely related work teams. Full supervisory responsibilities. including duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.

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.

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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

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 analyzes 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 12 days

Education:
Bachelor’s/University degree or equivalent experience

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Job Family Group:
Private Client Coverage

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Job Family:
Client Services

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Time Type:
Full time

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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.

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