Bilingual Private Banking Client Service Specialist

Citigroup Inc.; Ciudad de México; On-site; MXN 600,000 - 900,000; Full time

Job summary

Citigroup Inc. in Mexico City is seeking a Bi-Lingual Client Service Officer to deliver high-touch service to ultra-high-net-worth clients, applying knowledge of banking, lending and investments to respond to client requests.

You will work closely with Banking teams, partner with Sales, and manage high-value transactions while ensuring risk controls and compliance. Fluent English and Spanish are required, with 5–8 years of client servicing experience.

Qualifications

• Bilingual English/Spanish written and verbal communication required.
• 5 to 8 years of relevant experience.
• Ability to multi-task with strong organizational and time management skills.
• Strong interpersonal skills with the ability to interact with peers, colleagues and partners at all levels.
• Knowledge of banking, investments and credit products.

Responsibilities

• Serve as the primary client contact post onboarding to ensure requests are acknowledged and completed timely and effectively to drive client satisfaction and build client relationships.
• As a component of the overall coverage team, partner with Sales Teams to drive servicing and engagement with client to meet and exceed their needs.
• Accountability for servicing book of assigned high net worth clients by delivering high-touch and value added service by assessing each request, understanding urgency and risks and prioritizing appropriately.
• Participate in client visits, perform service quality check-in calls to clients when needed and identify opportunities that may be referred to Sales Teams.
• Manage and execute high value client transactions with respect to business and individual banking, credit and investment products.
• Evaluate complex multi-leg client requests to ensure understanding of mitigated risks and execute accurately and timely.
• Engage with clients when fraud is identified on accounts, complete evaluation of activity and take immediate steps to secure account.
• Take ownership of concerns raised across all client facing channels within USPB and Wealth, e.g., digital, branch, Wealth teams, and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products including address changes, telephone number updates and account status changes.
• Conduct client outreach when appropriate regarding important notifications. Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Contribute to the implementation of process improvements to improve client experience and/od operating model.
• Escalate customer feedback, processing delays and errors appropriately. Maintain knowledge of business standards, policies, regulations and platforms that govern all activities within the role.

Skills

Bilingual EN/ES

Time management

Interpersonal skills

Problem solving

Banking products

Data analysis

Education

Bachelor's degree or equivalent experience

Job description

Citigroup Inc. in Mexico City is seeking a Bi-Lingual Client Service Officer to deliver high-touch service to ultra-high-net-worth clients, applying knowledge of banking, lending and investments to respond to client requests.

You will work closely with Banking teams, partner with Sales, and manage high-value transactions while ensuring risk controls and compliance. Fluent English and Spanish are required, with 5–8 years of client servicing experience.