#Vacancy: Client Service Officer Job at Citi Bank

[Jobrib]

Job Title: Client Service Officer

Company: Citi Bank

Job Type: Full Time

Qualification: BA/BSc/HND

Location: Lagos, Nigeria

Job Field: Customer Care

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Job Purpose:

A Client Service Officer will provide excellent client service in partnership with the Private Banker teams. Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.

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Job Background/context:

The Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world's billionaires, operating in 60 offices in more than 30 countries.

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The Citi Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi's Markets and Banking division.

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Citi Private Bank is dedicated to helping clients meet their financial needs and goals. We serve them as a true financial partner and trusted advisor.  Our experienced professionals serve the needs of wealthy families, individuals, and entrepreneurs.

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Key Responsibilities:

-    Process all client related transactions in a professional and timely manner related to internal/external payment requests, Trade execution and all other types of transactions across banks internal systems.

-    Daily cash management, problem resolutions relating to cash management, research and order processing for clients

-    Understand how to execute transactions across the broad array of Citi products

-    Input buy/sell orders for stocks and bonds

-    Respond promptly to all client requests

-    Organize and track tasks, following up on pending items to ensure timely execution

-    Process client credit card applications and obtain statement copies

-    Adhere to all regulatory and internal Compliance and AML policy requirements

-    Provide support to colleagues in team when volumes of work allow

-    Look to streamline process and promote initiatives

-    Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures

-    Respond to client requests promptly and effectively to resolve related problems

-    Develop knowledge base and skills through specific internal courses

-    take ownership of client problems and remain accountable through to completion

-    Serve as a valued resource to team members and colleagues by sharing knowledge , information and best practices

-    If applicable work closely with Bankers and Associate Bankers in initiating centers.

-    If applicable serve as local account officer (LAO) in all aspects of client service for offshore location bankers be seen 

-    If needed by clients as first point of contact in addressing local account requirements and offshore bankers requests.

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Development Value: – The role provides insight into all aspects of transactional processing and will give the candidate a broad understanding of products and Compliance and AML experience. A highly experienced candidate would be considered for a Client Account Officer (CAO) in future opportunities and with other product support teams.

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Qualifications: 

Knowledge/Experience:

-    Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred).

-    Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities.

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Skills:

-    Fluency in spoken and written English, other languages an advantage.

-    Ability to cope with ambiguity and change – high adaptability.

-    Team player

-    Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.

-    Strong communication skills.

-    Pro-active, initiative and driven.

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Qualifications: – Exceptional candidates who do not meet this criteria may be considered provided they have the necessary skills and experience.

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Competencies:

-    Ability to prioritize and manage multiple deadlines, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions.

-    Ability to build effective working relationships across hierarchal levels and functions.

-    Is aware of, and effectively manages, risk and compliance related situations in his/her area

-    Numerate, analytical mind, with strong problem-solving skills.

-    Attention to detail

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Valuing Diversity: – Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.

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Citi is an Equal Opportunities Employer.

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