Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards
Provide coaching and support to team and serve a point of contact for esclations
Develop and maintain client portfolio through regular calls and face to face interaction, as needed
Inform clients about problems (system failures, market issues) and provide regular resolution updates
Advise on and advocate the implementation of process improvement and reengineering to improve client experience
Maintain knowledge of new market and regulatory requirements affecting client portfolio/base
Escalate customer feedback, processing delays and errors appropriately
Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary
Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment
Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives
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.
Demonstrated project management and organizational skills to prioritize multiple tasks
Proven self-reliance and accountability and ability to manage risk
Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders
Proven investigative and analytical skills
Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results
Education:
Bachelor's degree/University degree or equivalent experience
Especificaciones adicionales
Comunicación Efectiva - Capacidad para expresarse de manera clara, concisa, y amable tanto de forma verbal como escrita asegurando que nuestros clientes entiendan la información Necesaria
Empatía - Saber ponerse en el lugar del cliente, comprender sus preocupaciones y demostrar lo importante que es resolver sus problemas
Paciencia - mantener la calma y ser paciente con clientes difíciles o frustrados demostrando habilidades de resolución de problemas sin empeorar situaciones.
Habilidad para Trabajar en Equipo
Adaptabilidad
Liderazgo - Capacidad de crear entorno de trabajo positivo y productivo
Gestión del tiempo - Habilidad para organizar, planificar y priorizar tareas de manera eficiente