Financial Services Specialist
1 month ago
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. Our strategies help our clients maintain liquidity while maximizing yields, transacting in foreign currency and across borders, and managing fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
As a member of our Officer, Client Onboarding & Servicing Team - Hybrid (Internal Job Title: Officer, Client Onboarding & Servicing Team - C05), you will be responsible for resolving customer inquiries, supervising escalated issues, and providing efficient and effective customer service to Citi's clients. You will also identify opportunities to offer value-added products and services while adhering to strict laws and regulations governing Telesales.
Key Responsibilities:
- Resolve customer inquiries and supervise escalated issues.
- Identify opportunities to offer value-added products and services.
- Communicate daily with management on productivity, quality, availability, and Management Information System (MIS) indicators.
- Assist with ongoing Lean and process improvement projects.
- Resolve complex problems based on best practice/precedence.
Requirements:
- Relevant experience.
- High School diploma or equivalent.
- Proficient in Microsoft Office.
- Ability to work occasional weekends to support Pega releases and COB testing.
- Working knowledge of Pega and/or G36 functionality, Continuity of Business (CoB) testing, and creating and resolving Trust Receipts (TR's).
About Citi:
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citi is committed to diversity and inclusion and is an affirmative action employer. We welcome applications from diverse candidates and are committed to creating an inclusive environment for all employees.
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