Client Service Support Officer 12 Month Fixed Term - St Helier, United Kingdom - Citi

Citi
Citi
Verified Company
St Helier, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
A Client Service Officer will provide excellent client service in partnership with the Sales, Operations and controls functions.

  • Manage the daytoday administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.
  • Provide appropriate support and assistance to Citi UK Business sales teams (IPB EMEA and UK Consumer) by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions.
  • Assist the Sales team in providing wealth management solutions and Trusted advise to clients by, providing high levels of service to create the ideal environment for all client service sales interaction

Job Background/context:

Citi International Personal Bank and Citi UK Consumer is the preferred centre in EMEA for the provision of International Wealth Management for clients who wish to hold a proportion of their wealth onshore and/ or offshore

This role ensures world class service is delivered to clients in providing wealth management solutions, providing high levels of service to create the ideal environment for all client service and sales interaction


Provide appropriate support to Citi UK Business sales teams (IPB EMEA and UK Consumer) by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions.


Responsibilities:

Deliver on our client first goals and objectives

Complete client transactions including but not limited to the following:

  • Time deposit transactions
  • Fund and portfolio transfers
  • Provide clients with banking information and other general non investment related activities
  • Addition or change of personal details
  • Confirm with client as and when required per guidelines
  • Complete transfer of funds to Product providers
  • Accurate record keeping and assistance in providing and maintaining records
  • Meeting Credit documentation related requirements within approved guidelines margin calls, topups, internal transfers etc
  • Approval and execution of FX deviation in line with policy guidelines
  • Communication of Voluntary Corporate Actions
  • Responding to client requests and queries in a timely manner
  • Liaise with other departments to ensure the timely delivery of business critical documents (Marketing, Finance, Compliance, OPS etc)


When required (in certain circumstances) handle non-target market client base, as directed by Service Unit Head in conjunction with relevant Sales Heads, with objective of either upgrading or exiting the relationship in line with corporate vision.

Provide support to teams of Relationship Managers (RMs), delivering the highest quality of service in relation to all client needs

Assist RMs in the provision and maintenance of excellent Know Your Client (KYC) records, help and coordinate with SRMs / RMs disposing of exceptions as they arise, ensuring that accurate and up to date client information is held in the Bank's systems

Coordinate with RMs following up and completion of Control and/or Compliance issues to support the sales teams as required


Development Value:

Gaining experience of the processes surrounding international financial services provision as well as dealing with clients would provide ideal preparation for moving into a more sales orientated role or maturing through service and operational development to take on greater

responsibility. Whilst working in this area, the incumbents would be given the opportunity and be encouraged to sit professional examinations to prepare for future career


Knowledge/Experience:


  • 25 years of relevant experience in a Customer Service role
  • Operational experience or aptitude for process management
  • Demonstrated client service experience

Skills:


  • Effective written and verbal communication
  • Influencing and relationship management skills
  • Proficient with Microsoft Office

Qualifications:


  • Ideally university graduate
  • External certifications recognized by the JFSC (CISI IAD Level 4 preferred) and be prepared to take the internal CitiCertification

Competencies:


To individual contributor level

  • Works as a partner works collaboratively across the business
  • Drives Value for Clients enable economic value and positive social impact for clients, put client first by anticipating, understanding and exceeding their expectations and needs
  • Delivers Results sets high standards and achieve performance objectives by creating a clear path towards ethical and sustainable results
  • Develops Our People ownership of personal development
  • Champions Progress champion a culture of high standards, embrace change & challenge status quo to support the vision and strategy
  • Lives Our Values ensure systemically responsible outcomes while driving performance and balancing risks
  • 25 years of relevant experience in a Customer Service role
  • Proficient project management skills
  • Effective written and verbal communication
  • Influenci
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