IPB US Client Services Associate - Bilingual English & Spanish

Citibank - More jobs by this advertiser
IPB US Client Services Associate - Bilingual English & Spanish-19005266
 About CitiCiti, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.  Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.  Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all. About the RoleThe Client Service Associate (CSA) supports the Financial Executives managing clients in, Citi Private Client or Citigold International. The CSA will assist in administrative and operational support as well as sales related activities utilizing all of Citi's banking and credit products.  
  • Gather and process new account and KYC documentation as well as maintain existing client information
  • Optimize every customer contact to assess additional customer needs and uncover additional sales opportunities
  • Prepare client correspondence for Financial Executives, following Firm guidelines
  • Communicate regularly with clients and provide full customer service, both proactively and on demand
  • Complies with Citi Personal Investments International and regulatory policies and procedures to ensure the safety and security of bank and customer assets.
  • Perform ad-hoc duties assigned by Management (Managing agendas, appointment scheduling, bookings, confirmations, training new personnel and others)

  • Candidate must have performed well in previous service or sales-related functions, requiring direct customer contact, demonstrating customer advocacy competencies. Must enjoy a fast-paced environment, with targeted individual, team goals and objectives
  • Candidate must possess a positive attitude, and winning spirit. Must be articulate within the language requirements, and display a high degree of competency in communications, both oral and written
  • Candidate must display excellent people skills, a high degree of flexibility, and ability to work in a team
  • Must display ability to work with systems, prior experience in accessing customer service profiles, and databases a must
  • Bachelor's degree preferred
  • Bilingual English/Spanish or other language depending on market assigned to
  • Minimum 1 years of financial industry experience.
  • Strong PC skills
  • Excellent oral and written communication skills.
  • Strong interpersonal and team-building skills.
  • Detail-oriented and able to manage multiple tasks effectively.
  • Ability to work both independently and in a fast-paced team environment.
  EEO Statement: Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity  Pay Transparency: Citi won’t discriminate against anyone for discussing pay, but those with access to pay data in their work can’t disclose it unless responding to complaints/investigations or legal requirements.

12 February 2019
Location: United States Flevoland Miami
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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