Client Service Officer

4 days ago

Mumbai, India Citi Full time

The Client Service Officer is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **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. **Qualifications**: - 5-7 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 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 - ** Education**: - Bachelor's/University degree or equivalent experience - **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

  • Client Service Officer

    4 days ago

    Bandra, Mumbai, Maharashtra, India The Vow Weavers Full time

    Looking for full time Client Servicing Officer with 1 to 2 years of experience. Office is based in Khar, and will be Monday to Saturrday 10:00 am to 07:00 pm. Knowledge of MS. Office is a must. Role: Co-ordinating with vendors, clients and team members along with maintaing data base of vendors. Pay: ₹12,000.00 - ₹35,000.00 per month **Benefits**: -...

  • Client Service Officer

    2 weeks ago

    Mumbai, Maharashtra, India Citi Full time

    **Responsibilities**: - Answer incoming calls from Arabic-speaking customers, understanding their needs and concerns clearly. - Maintaining a positive, empathetic, and professional attitude toward customers at all times. - Ensure customer satisfaction and provide professional customer support. - Ability to work under pressure, strict deadlines and efficient...

  • RTM-Client Service Officer

    2 weeks ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Title: RTM-Client Service OfficerCorporate Title: AVPRole DescriptionRTM-Client Service Officers (CSO) act as single points of contact for all DB custody clients inquiries for the Security Services (SES) business. The query may pertain to Settlements, Corporate Actions, Income, Reporting, Tax or Account administration. In addition, CSOs liaise with all...

  • Client Services

    5 days ago

    Mumbai, Maharashtra, India ENGAGE 4 EVENTS LLP Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionENGAGE 4 EVENTS LLP (E4E) specializes in Expo and Event services, offering a range of professional services across four verticals. These include Expo Services such as stall design and fabrication, rental services, and customer engagement activities. E4E also organizes live concerts, product launches, and international speaker programs....

  • Client Servicing

    2 weeks ago

    Mumbai, Maharashtra, India Khushi Advertising Ideas Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Location: Andheri (East), Mumbai Company: Khushi Advertising Ideas Pvt. Ltd. Experience: Minimum 3+ yearsAbout the Role: We are looking for a dynamic Client Servicing Executive to support our Sales & Service team. The role involves sales support, client coordination, proposal preparation, and ensuring smooth campaign execution across OOH media (Malls,...

  • Client Service Officer C05

    2 weeks ago

    Mumbai, India Citi Full time

    **Responsibilities**: - Assist with providing solutions to inbound customer inquiries through effective problem solving and decision making - Assist immediate manager with team motivation and performance monitoring - Mentor associates to improve individual performance - Consistently achieve individual and team performance targets under little to no direct...

  • Client Servicing

    6 days ago

    Mumbai, Maharashtra, India Info Edge Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Join our team We are currently hiring for the role of Client Servicing Professional at Naukri Campus (formerly ) If you are ready to make an impact in the fresher hiring space, this is your chance.About Us: Naukri Campus is a distinguished fresher hiring platform that connects employers with prospective entry-level candidates, streamlining the job search...

  • Client Services

    3 weeks ago

    Mumbai, India ENGAGE 4 EVENTS LLP Full time

    Job Description Company Description ENGAGE 4 EVENTS LLP (E4E) specializes in Expo and Event services, offering a range of professional services across four verticals. These include Expo Services such as stall design and fabrication, rental services, and customer engagement activities. E4E also organizes live concerts, product launches, and international...

  • Client Servicing Executive

    2 weeks ago

    Mumbai, India Palasa Creative Place Full time

    **Note**: **Mumbai & nearby applicants only.** **Hello! Welcome to Keedagiri!** As part of the Client Services Department, you play a central role in the business and are pivotal to the smooth running of your account(s). You will be required to have a good hold on account handling and provide support by managing projects from brief to final delivery, on...

  • Client Service Officer

    1 week ago

    Malad, Mumbai, Maharashtra, India Elemental Studios LLP Full time

    We are seeking a highly motivated and results-oriented Client Service Executive to join our dynamic team. In this role, you will be the primary point of contact for our clients, building strong relationships and ensuring their complete satisfaction. You will play a crucial role in understanding client briefs, managing project timelines, and delivering...