The Client Service Officer is a developing professional role. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Applies analytical thinking and knowledge of data analysis tools and methodologies.

Applies qualified judgment when interpreting data and results. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams. 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. 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.

Ability to problem solve and analyze data with demonstration of attention to detail ~ Excellent experience working with and servicing client ~ Strong background and interest in the fields of operations and compliance; Bachelor's/University degree or equivalent experience Private Client Coverage Client Services Full time Primary Location Full Time Salary Range: $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. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster. #

📌 Service Representative (Banking - Investment Management) (Toronto)
🏢 Citi
📍 Toronto