Citi Group Client Service Officer - C11 

United States, Florida, Miami 

823203811

is a developing professional role

Responsibilities

• 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 queries
• Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants
• Developing new systems and processes to create efficiencies and improved client experience
• Working with Private Banking Teams to ensure client tax forms are valid and up to date
• Drafting and issuing internal and external communication (e.g., client responses and tax updates)
• Management of incoming tax related queries from Banking Teams and clients
• Improve tax form solicitation process to increase response rate and reduce number of rejected forms
• Identify any function gaps, highlight associated risks and implement solutions
• Produce MI to track service levels, client requests and team productivity metrics

Skill Required:

• Strong client service mindset with a focus on delivering an exceptional client experience
• Excellent communication skills (oral, written and verbal) are essential. Ability to confidently convey detailed concepts clearly and accurately
• Experience with streamlining processes to increase efficiency to improve client experience
• Ability to work pro-actively and independently, takes ownership and responsibility
• Lead with own initiative to resolve to complex queries
• Excellent relationship building and team working skills, ability to work in partnership with various stakeholders
• Possess strong organisational and multi-tasking skills, with a high level of attention to detail
• Ability to prioritize and be adaptable, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions
• Ability to work under pressure, manage multiple deadlines and conflicting priorities
• Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
• Effectively manage risk and compliance related situations in his/her area
• Experience in defining and generating various KPIs/metrics
• Experience with the formation and monitoring of appropriate SLA’s
• Excellent Microsoft Office kills (advanced Excel abilities)

Preferred Skills:

• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
• Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)
• Proven experience in a front/middle office environment dealing directly with clients
• Prior experience working in any Tax Client Services role and understanding of Tax Regulations is of benefit
• Foundational understanding of US and Non-US Tax is beneficial

Qualifications:

• 5+ years of total experience in financial services industry
• 2+ years of experience in a client services role within the financial services industry
• Knowledge of investments, banking, and credit products
• English and Portuguese/Spanish speaking ability a plus

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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