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About the Role

This is a developing professional role within the Private Client Coverage job family, specifically in Client Services. The role involves delivering wealth management services, managing client transactions, and resolving client inquiries. It requires analytical thinking, attention to detail, and strong communication skills to interact with clients and internal teams, with a direct impact on the effectiveness of the team and related groups.

Responsibilities

Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.
Manage and execute client transactions for banking, credit, and investment products, ensuring compliance and timeliness.
Take ownership of client investigations and collaborate with operational and middle office teams for resolution.
Coordinate account maintenance for all products and reporting.
Enforce banking policies and procedures to ensure operational integrity and client satisfaction.
Proactively arrange and participate in client visits and perform service quality check-in calls.
Obtain banker/client appointments to build or establish relationships.
Identify and document new business opportunities for referral.
Perform responsibilities through proficient use of Citi applications.
Participate in service-related process improvements.
Appropriately assess risk when making business decisions, considering firm reputation, and safeguarding Citigroup, its clients, and assets.

Requirements

2-5 years relevant experience
Ability to prioritize with strong organizational and time management skills
Ability to problem solve and analyze data with demonstration of attention to detail
Excellent verbal and written communication skills
Excellent experience working with and servicing clients
Strong background and interest in operations and compliance
Previous sales referral experience
Knowledge of Financial Services: investments, banking, and credit products is preferred

Skills

Data analysis tools and methodologies
Analytical thinking
Attention to detail
Communication skills
Diplomacy skills
Organizational skills
Time management skills
Problem solving
Client servicing
Operations
Compliance
Sales referral
Investments
Banking
Credit products

Work Type

Full time

Experience Level

Developing professional

Education Level

Bachelor's/University degree or equivalent experience

Salary/Compensations

$77,400.00 - $108,000.00

About the Company

Citi is an equal opportunity employer.

Equal Opportunity

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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.