Client Experience Associate

Citi; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

Citi is seeking a Client Associate to support the Switzerland and Monaco market from Zurich. The role focuses on delivering concierge-level client service, coordinating with Private Bankers, and guiding clients through KYC onboarding and documentation processes.

The ideal candidate brings wealth management exposure, strong communication skills, and the ability to manage multiple deadlines in a dynamic environment.

Qualifications

• Bachelor's/University degree or equivalent experience.
• Experience in wealth management or financial services preferred.
• Strong communication and organizational skills.

Responsibilities

• Provide concierge-level service and act as the primary contact for clients, managing servicing needs end-to-end.
• Partner with Private Banker teams and liaise with KYC, product partners and Operations to fulfil requests.
• Serve as the primary contact for KYC onboarding and provide high-level customer service.
• Ensure documentation is current, accurate, and complete.
• Demonstrate subject matter expertise to influence decisions and support team performance.
• Oversee KYC process management, client relationship management and documentation oversight.
• Initiate client tax and reporting requests, coordinating with tax teams.
• Assess risk and ensure compliance with laws and regulations; escalate issues as needed.
• Engage with clients across Citi channels and leverage digital platforms.
• Facilitate adoption of digital platforms and provide initial support.

Skills

Client service

Relationship management

Attention to detail

Multitasking

Verbal & written communication

MS 365

Collaboration tools

Education

Bachelor's degree or equivalent

Tools

MS 365

CRM systems

Job description

This is a professional role covering the Switzerland and Monaco market in Zurich. The Client Associate is responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.

They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, and product partners and Operations Teams) to fulfil client requests.

Responsibilities

• Provide a concierge-level service and act as the primary point of contact for clients, managing all servicing needs and owning end-to-end client service requests through to resolution.
• Partner with Private Banker teams, and liaising with internal partners (KYC, and product partners, Operations Teams) to fulfil client requests while maintaining constant communication. Providing the highest level of customer service and teamwork.
• Serve as the primary contact point and guidance for clients navigating the Know Your Client (KYC) onboarding process. Provide high-level customer service and fostering teamwork. Fulfil all requests in a timely manner.
• Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
• Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance.
• Oversees KYC process management, client relationship management and documentation oversight.
• Initiate client requests for tax services and other reporting needs, coordinating with dedicated tax and reporting teams.
• Assess risk appropriately in business decisions, safeguarding Citigroup's reputation and assets, and ensuring compliance with laws, rules, and regulations while adhering to policy and ethical judgment. This includes escalating, managing, and reporting control issues transparently.
• Engage with clients across Citi approved multiple channels (phone, email, digital platforms), leveraging modern tools for efficient interaction.
• Facilitate client adoption of digital platforms (for example, InView) and provide initial support.

Qualifications

Experience

• A good track record of relevant experience in wealth management or other financial services roles is preferred.

Skills

• Ability to manage internal and external relationships.
• High degree of engagement and attention to detail.
• Ability to manage multiple concurrent deadlines in a dynamic environment.
• Excellent verbal and written communication skills.
• Experienced and skilled in using MS 365 Office Suite and modern collaboration / communication tools.
• Languages: Swiss German an advantage

Education

• Bachelor's/University degree or equivalent experience.

Job Family Group

Private Client Coverage

Job Family

Private Banker Support

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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.

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