Client Service Officer

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.

According to JobzMall, the average salary range for a Client Service Officer in 227 W Monroe St, Chicago, IL 60606, USA is between $34,863 and $48,778 per year. This range may vary depending on the company, experience, and other factors.

Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.