The Client Service Officer is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Interprets data and makes recommendations. Investigate, Researches and interprets information. Identifies inconsistencies in data or results, defines business issues and formulates procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. 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 Custody Services to internal clients and external institutional clients for EMEA/US Markets
Product knowledge of various instruments of Securities Markets.
Manage and execute client transactions with respect to business, 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, settlement inquiries, account set up etc) and collaborate with operational and middle office teams to ensure effective resolution.
Coordinate account maintenance for all products and reporting 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 calls and perform service quality check-in calls to clients.
Identify and document new business opportunities for referral to product specialist.
Perform responsibilities through proficient use Citi applications. Participate in service-related process improvements.
Qualifications:
7-9 years of relevant experience. Preferable in Client Services role in Custody Settlements.
Experience in the capital markets domain with front-to-back knowledge.
Flexibility to work in shifts.
Self-starter and strong team player.
Consistently demonstrates clear and concise written and verbal communication skills.
Ability to multi-task with strong organizational and time management skills per the needs of team 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 experience & knowledge of investments, banking, and custody products.
Education:
Bachelor's/University degree or equivalent experience
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Job Family Group:
Operations - Transaction Services------------------------------------------------------
Job Family:
Securities and Derivatives Processing------------------------------------------------------
Time Type:
Full time------------------------------------------------------
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