Client Service Officer - C11 jobs at Citi Group in United States, Miami
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Miami
17 jobs found
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Citi Group AVP Customer Service Sr Analyst United States, Florida, Miami
Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients. Strengthen private banking relationships by providing efficient...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
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...
Welcome assigned leads/prospects and introduce them to the Citi platform by walking them through US value propositions, always adhering to highly professional and ethical standards.CSAshould advice client on the best...
Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams. Manage and execute client transactions with respect to business and individual banking, credit and investment...
Welcome assigned leads/prospects to US and introduce them to the Citi platform by walking them through US value propositions, always adhering to highly professional and ethical standards.CSAshould advice client on...
Delivery and governance of the Liquidity reporting infrastructure changes including external FR 2052a reporting/LCR/NSFR and internal stress metrics like RLAP, RLEN, RCEN reporting. Participates in implementation management for strategic initiatives,...
Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients. Strengthen private banking relationships by providing efficient...
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