Avp Client Service Officer - C12 jobs at Citi Group in United States, Miami
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United States
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Miami
27 jobs found
07.04.2025
CG
Citi Group VP Client Service Officer - C13 United States, Florida, Miami
Client liaison for tax related matters,taking end to end ownership for client requests and queries. Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants. Establish and...
Support the set up of this new team to take ownership of client tax related matters. Client liaison for tax related matters,taking end to end ownership for client requests and...
Support the Team Leads to build a new Client Tax Service Team, playing a strategic role in the implementation and development of the team. Identify process risks and establish controls...
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup,...
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup,...
Exhibits exceptional relationship building qualities and acts as the primary point of contact for client onboarding working with clients, SWAs, wealth teams, and leadership. Efficiently addresses inquiries from the SWA...
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to,...
Client liaison for tax related matters,taking end to end ownership for client requests and queries. Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants. Establish and...
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