Client Service Director at AND Digital responsible for building client relationships and growing accounts. Managing daily client needs and leading commercial strategies for successful account management.
About the role
- Client Services Associate role at Citi providing support for banking and investment clients. Engaging in client service requests and ensuring compliance adherence.
Responsibilities
- Clearly articulate business value proposition (products and services)
- Effectively and timely attend to client service requests received via telephone or email
- Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process
- Ensures customer claims and complaints are handled in accordance with FINRA and firm policy
- Ensures that KYC/AML and other compliance norms are strictly adhered to
- Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities
- Builds a rapport with back-office staff and seek out highest level of support from those teams
- Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement
- React to client needs for investment products by referring such clients to licensed investment representatives
- Complete client contact campaigns as defined by Sales Management
- Support ad-hoc initiatives/projects as required by Sales Management
- Complete all required trainings pertaining to the function in a timely manner
- 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
Requirements
- 0-2 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
- Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred
- Excellent verbal and written communication skills
- Ability to communicate at a professional level
- Positive and can-do attitude
- Excellent people skills and ability to work in a team environment
- Capable of working independently within established procedures and make decisions without manager approval
- Able to perform multiple functions with a high degree of accuracy
- Strong desire to create a top-notch client experience with every client every day
- Open to receiving feedback on a frequent basis
- Ability to support a diverse array of products and services
- Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Coordinator supporting talent marketing and client services at THE·TEAM, focusing on talent sales, public relations, and administrative operations in sports representation.
Vice President, Client Service driving strong client relationships and managing service agreements in a financial context. Leading business development and mentoring team members.
Lead Designer creating high - impact, visually exceptional presentations and reports for Prologis' Strategic Capital. Collaborating with multiple teams to ensure brand consistency and clarity in visual storytelling.
Client Support Tier 2 role at Fiserv serving enterprise merchants with payment solutions and services. Collaborating with internal teams to resolve complex client issues and support ongoing needs.
Client Services Coordinator supporting marketing, operations, and transactional duties in commercial real estate. Involving extensive client interaction and administrative tasks crucial for success.
Client Services Specialist ensuring timely case resolution and managing account - level needs at Guardant Health. Requires strong collaboration with internal teams and attention to detail.
Client Service Desk Mitarbeiter providing 1st and 2nd Level IT support and infrastructure management. Collaborating with international clients and actively working on exciting IT projects.
Clinic Co - Ordinator at Audika providing customer service and support in hearing clinics. Engaging with clients and managing clinic operations to enhance their hearing experience.
Client Services Manager overseeing complex client relationships and success at Chumash Casino Resort. Leading service standards and providing mentorship in a gaming and hospitality environment.