Le poste
0301Provide a concierge-level service and act as the primary point of contact for clients, managing all servicing needs and owning end-to-end client service requests through to resolution.
02Partner with Private Banker teams, and liaising with internal partners (KYC, and product partners, Operations Teams) to fulfill client requests while maintaining constant communication.
03Providing the highest level of customer service and teamwork.
04Serve as the primary contact point and guidance for clients navigating the Know Your Client (KYC) onboarding process.
05Provide high-level customer service and fostering teamwork.
06Fulfill all requests in a timely manner.
07Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
08Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance.
09Oversees KYC process management, client relationship management and documentation oversight.
10Initiate client requests for tax services and other reporting needs, coordinating with dedicated tax and reporting teams.
11Assess risk appropriately in business decisions, safeguarding Citigroup's reputation and assets, and ensuring compliance with laws, rules, and regulations while adhering to policy and ethical judgment.
12This includes escalating, managing, and reporting control issues transparently.
13Engage with clients across Citi approved multiple channels (phone, email, digital platforms), leveraging modern tools for efficient interaction.
14Facilitate client adoption of digital platforms (for example, InView) and provide initial support.
