Client Service Officer

At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we have been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges. Citi’s **Treasury and Trade Solutions (TTS) **provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life. We are currently looking for a high caliber professional to join our team as **Client Service Officer** **(Internal Job Title: Client Service Officer - C09) based in Chennai, India. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: - Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. - We empower our employees to manage their financial well-being and help them plan for the future. - Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. **In this role, you are expected to**: - 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. - Bachelor's degree/University degree or equivalent experience - 3-5 years of previous relevant experience preferred - Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients - Ability to problem solve and analyze 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 This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.**Job Family Group**: Private Client Coverage - **Job Family**: Client Services - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. 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. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting