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Client Service Officer (Romanian and Hungarian speaker) CitiBank - London

A Client Service Officer (CSO) will provide excellent client service in partnership with the ISMs. Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.

2015-10-23 11:26:10

Provide appropriate support and assistance to Citi IPB sales teams by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions.

Assist ISMs/RMs/SRMs in providing wealth management solutions 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 is the preferred centre in EMEA for the provision of International Expatriate Banking and International Wealth Management for clients who wish to hold a proportion of their wealth outside the country they reside in.

Key Responsibilities:

Provide sales administration support to Investment Service Manager (ISMs), Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client banking needs:
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
Handling and processing of new account documentation in coordination with SRMs / RMs who are solely responsible of the completeness and sanity of the Account opening documentation before handing over to Operation
Provide sales administration support to teams of Investment Service Manager (ISMs), Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client investment needs:
Completing trade tickets
Confirm with client as and when required per guidelines
Respond promptly to all client requests in coordination with ISMs and related RMs/SRMs
Complete transfer of funds to Product providers
Accurate record keeping and assistance in providing and maintaining records
Brokerage support
EDD support
Daily cash management, problem resolutions relating to cash management, research and order processing for clients
Manage the workflow between Operations and ISM/RM/SRM on inputting buy/sell orders for stocks and bonds in the system.
Co-ordinating and resolving problems with back office
Respond promptly to all client requests in coordination with ISMs and related RMs/SRMs
Organize and track tasks, following up on pending items to ensure timely execution
Adhere to all regulatory and internal Compliance and AML policy requirements
Provide support to colleagues in team when volumes of work allow
Look to streamline process and promote initiatives
Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures
Respond to client requests promptly and effectively to resolve related problems
Develop knowledge base and skills through specific internal courses
Take ownership of client problems and remain accountable through to completion
Serve as a valued resource to team members and colleagues by sharing knowledge , information and best practices
If applicable serve in all aspects (in line with T&C level requirements) of client service for RMs/SRMs and be seen If needed by clients as first point of contact in addressing account requirements.
Development Value:

The role provides insight into all aspects of transactional processing and will give the candidate a broad understanding of products and Compliance and AML experience. A highly experienced candidate would be considered for ISM in future opportunities and with other product support teams.

Proven experience working in a servicing role within the Financial Services sector (Wealth management experience preferred).
Demonstrates extensive knowledge of all IPB systems, platforms and capabilities.

Fluency in English, Hungarian and Romanian. Spanish would be an additional advantage .
Dual language capabilities (apart from English) of IPB Active markets with the ability to manage 2 books will be an added advantage
Ability to cope with ambiguity and change – high adaptability.
Team player
Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
Strong communication skills.
Pro-active, initiative and driven

Ideally university graduate
Citi certified – already acquired or willing to be certified within 3 months of joining
Holding or studying (or willing to study for) CeFA paper 1/IAD 1 or equivalent is an asset
Brokerage 3
Exceptional candidates who do not meet these criteria may be considered provided they have the necessary skills and experience.

Ability to prioritize and manage multiple deadlines, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions.
Ability to build effective working relationships across hierarchal levels and functions.
Is aware of, and effectively manages, risk and compliance related situations in his/her area
Numerate, analytical mind, with strong problem-solving skills.
Attention to detail
Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer.

Primary Location: United Kingdom,England,London
Education: None
Job Function: Sales
Travel Time: No
Job ID: 15055732
Job Type: Full-time

Required experience:

banking: 1 year
Required language:

Hungarian and Romanian and English

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