Client Service Officer

The Client Service Officer is responsible for providing clients with resolutions and support in coordination with the Client Service team. The overall objective of this role is to address external customer issues and provide ongoing client support.

Responsibilities:

Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards

Provide coaching and support to team and serve a point of contact for escalations

Develop and maintain client portfolio through regular calls and face to face interaction, as needed

Inform clients about problems (system failures, market issues) and provide regular resolution updates

Advise on and advocate the implementation of process improvement and reengineering to improve client experience

Maintain knowledge of new market and regulatory requirements affecting client portfolio/base

Escalate customer feedback, processing delays and errors appropriately

Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary

Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment

Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives

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:

2-5 years of providing excellent customer service experience is required

Experience in the financial services / banking industry is preferred

Demonstrated project management and organizational skills to prioritize multiple tasks

Proven self-reliance and accountability and ability to manage risk

Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders

Proven investigative and analytical skills

Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results

Working knowledge of MS Office tools

Education:

Bachelor's degree/University degree or equivalent experience

Job Family Group: Customer Service

Job Family: Institutional Customer Service

Time Type: Full time

Primary Location: New York New York United States

Primary Location Full Time Salary Range: $70,050.00 - $97,750.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date: May 09, 2025

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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