Citi Summer Internship – Client Service Manager

Job Description:

The Customer Service Manager will report to the Head of IPB Services and is a front line service role within IPB. This role is multi-skilled and requires the successful candidate to be flexible. This covers all touch points including but not limited to client on-boarding, customer service, banking transactions. The individual will have significant interaction with customers as well as the other members of IPB EMEA and UK Consumer. There will also be interaction with colleagues in other functional teams and business areas (IPB/UKC, Operations, Credit, Complaints, CBSU, ISS&T) to on-board target market clients and ensure they receive the appropriate advice, products and services in relation to their needs.

Job Responsibilities:

• Respond promptly to all clients’ requests.
• Client Excellence – To deliver the ‘’Make it a Remarkable Experience’’
• Account opening is prioritized and opened within the expected TAT with the highest possible delivered and seamless experience, handling and processing of new account documentation in coordination with Sales Team and Respective Units.
• Funds and portfolio transfers
• Flag potential illegal or improper/suspicious transactions or practices promptly.
• Develop knowledge base and skills through specific internal courses and on-the- job skills.
• Take ownership of client problems and remain accountable through to completion.
• Account Maintenance
• Share best practices and proactively promote initiatives
• Provide clients with banking information and other general non-investment related activities
• Provide support to colleagues in team when required and capacity allows
• Co-coordinating and resolving complaints handling with all stakeholders.
• Provide sales administration support to Sales delivering the highest quality of service in relation to all client banking needs:
• Organize and track tasks, following up on pending items to ensure timely execution.
• Time deposit transactions
• Accurate record keeping and assistance in providing and maintaining records.
• Adhere to all regulatory and internal Compliance/AML, Fraud and Controls policy requirements

Job Requirements:

• Citi and MIFID II certified.
• 3-5 years proven experience working in a servicing role within the Financial Services sector (Wealth management experience)
• Effective verbal and written communication skills
• Bachelor’s/University degree or equivalent experience
• Fully competent in English and at least one of the following languages ( Turkish, Arabic, Spanish, Greek)

Job Details:

Company: Citigroup

Vacancy Type:  Full Time

Job Location: London, England

Application Deadline: N/A

Apply Here

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