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Client Service Officer

Job Req ID 25858706 Location(s) New York, New York Job Type Hybrid Job Category Customer Support
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The Client Service Officer is responsible for providing clients with resolutions and support in coordination with the Client Service team. The overall objective of this role is to address external customer issues and provide ongoing client support.

Responsibilities:

  • Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards

  • Provide coaching and support to team and serve a point of contact for escalations

  • Develop and maintain client portfolio through regular calls and face to face interaction, as needed

  • Inform clients about problems (system failures, market issues) and provide regular resolution updates

  • Advise on and advocate the implementation of process improvement and reengineering to improve client experience

  • Maintain knowledge of new market and regulatory requirements affecting client portfolio/base

  • Escalate customer feedback, processing delays and errors appropriately

  • Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary

  • Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment

  • Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 2-5 years of providing excellent customer service experience is required

  • Experience in the financial services / banking industry is preferred

  • Demonstrated project management and organizational skills to prioritize multiple tasks

  • Proven self-reliance and accountability and ability to manage risk

  • Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders

  • Proven investigative and analytical skills

  • Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results

  • Working knowledge of MS Office tools

Education:

  • Bachelor's degree/University degree or equivalent experience

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Job Family Group:

Customer Service

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Job Family:

Institutional Customer Service

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$70,050.00 - $97,750.00


In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

May 09, 2025

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Citi is an equal opportunity employer, and 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.

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