Details: Office Location / Address: 227 West Monroe Street - Chicago, IL Education Level: Bachelor's Degree Shift: Day Job Employee Status: Regular Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com. A Client Service Officer provides service support to the Citi Private Bank US and Canadian businesses. Their focus is to ensure that effective client service is provided to our ultra/ high net worth and law firm clientele. They utilize the client relationships they build to recognize business growth opportunities. The Client Service Officer strives to continuously improve all of its end-to-end processes, procedures and operational platforms to consistently exceed our client's needs and expectations. The CSO is part of the client service organization, with a matrix into the Sales organization.Key ResponsibilitiesService Maintenance and Contribute to Business GrowthDeliver wealth management services to CPB UHNW, HNW and LFG clients with guidance from the Banker teams across the US and Canada.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.Be attentive and diligent in daily work habits to recognize fraudulent transactions.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.Perform responsibilities through proficient use of the following Citi applications: WINS, Citismart, Workstation, Eclipse One Source, Office Communicator, and Flexcube.Participate in service related process improvements.
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