Client Service Officer

Responsibilities:

• Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
• Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
• Obtain banker/client appointments to build upon existing or establish new relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through proficient use Citi applications. Participate in service-related process improvements.
• 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.

• 2-5 years relevant experience
• Ability to prioritize with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
• Knowledge of investments, banking, and credit products
• US:
  Licenses:
  Series 7/63 or 7/66 or willing to acquire within 120 days

• Bachelor's/University degree or equivalent experience

Private Client Coverage

Client Services

Full time

New York New York United States

$78,320.00 - $

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit  Available offerings may vary by jurisdiction, job level, and date of hire.

Please see the requirements listed above.

For complementary skills, please see above.

Aug 05, 2026

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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