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Custody/Escrow Service Officer

Job Req ID 22487171 Primary Location New York, New York Job Category Private Client Product Services
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The Escrow and Custody Service Ld is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Preferred Custody Services is a product within the Banking and Custody unit of Citi Private Bank’s North America region, and is part of the larger Institutional Clients Group (“ICG”) division of Citigroup. The group is client facing and is comprised of two main businesses including traditional custody/safekeeping services and escrow agent services which involves custody of assets held in escrow. The client base for this business includes Ultra High Net Worth Individuals and Families, nationally recognized Law Firms and their Partners, and Institutional Entities such as RIA’s, Hedge Funds and Private Equity firms that primarily seek custody services related to investment portfolios.


  • The role holder will be required to apply in-depth knowledge of custody services, contributing to the development of new techniques and the improvement of processes and work-flow.The candidate will be required to integrate subject matter and industry expertise, as well as evaluating moderately complex and variable issues with substantial potential impact, and application of problem solving skills in the development of solutions.
  • Working closely with all members of the Custody Team, assist with the daily administration and servicing of the Custody
  • Product to Private Bank clients nationwide.
  • Act as a source of technical expertise within the team, keeping abreast of developments and offering support and guidance
  • Support team members and team leader with handling all custody related aspects of CPB relationship, provide support and guidance to junior members of the team
  • Deal with complex issues and challenges as they arise
  • Ability to work well with other CPB product partners in meeting client expectations
  • Resolve client inquiries and issues on a timely basis and as accurately as possible, provide solutions to escalations
  • Direct contact with clients and their attorneys, accountants, third party vendors, representatives, pertaining to requisition
  • payments, call back, etc.
  • Interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary
  • Ensure compliance with all legal and regulatory policies and requirements of the Private Bank
  • Resolve client inquiries and issues on a timely basis and as accurately as possible through effective and efficient use of
  • Private Bank resource
  • 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.


  • 6-10 years of experience
  • Communication skills, problem solving, project management, analytical skills
  • Experience of guiding / supporting junior team members


  • Bachelor's/University degree, Master's degree preferred


Job Family Group:

Private Client Product Services


Job Family:

Custody Escrow Sales Services


Time Type:

Full time


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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