Financial Services Client Specialist — CX & Resolution

Citigroup Inc.; Los Mochis; Presencial; MXN 134.000 - 223.000; Jornada completa

Descripción de la vacante

Citigroup Inc. in Mexico is seeking a Customer Service Representative 5 to support client inquiries, resolve issues, and coordinate with the Customer Service team.

The role emphasizes maintaining client relationships, timely updates, and adherence to standards in a fast-paced environment. The position requires 2–4 years of experience in customer service or finance, strong communication, and proficiency with Microsoft Office.

Formación

• 2–4 years of relevant experience.
• Experience in customer service and/or finance.
• Consistently provide attention to detail to ensure accuracy.
• Consistently demonstrate clear and concise written and verbal communication.

Responsabilidades

• Manage client inquiries, ensuring proper investigation and timely resolution that is compliant with departmental standards.
• Develop and maintain client portfolio through regular calls and face to face interaction, as needed.
• Provide clients with transactional and inquiry activity scorecards and host review calls with clients related to productivity and usage of self-service tools.
• Inform customer about problems (system failures, market issues) and provide regular resolution updates.
• Escalate customer feedback, processing delays and errors appropriately.
• Maintain knowledge of new market and regulatory requirements affecting client portfolio/base.
• Ensure adherence to all departmental standards and maintain control environment.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.

Conocimientos

Customer service

Finance experience

Microsoft Office

Critical thinking

Crisis management

Attention to detail

Written communication

Verbal communication

Client relationship management

Educación

High school diploma

Herramientas

Microsoft Office

Descripción del empleo

Citigroup Inc. in Mexico is seeking a Customer Service Representative 5 to support client inquiries, resolve issues, and coordinate with the Customer Service team.

The role emphasizes maintaining client relationships, timely updates, and adherence to standards in a fast-paced environment. The position requires 2–4 years of experience in customer service or finance, strong communication, and proficiency with Microsoft Office.