Inbound Wealth Client Support Specialist

Citigroup Inc.; Hermosillo; Presencial; MXN 240.000 - 360.000; Jornada completa

Descripción de la vacante

Citigroup Inc. is seeking an Officer, Inbound Customer Service - Wealth Operations to handle inbound inquiries mainly by phone, delivering a professional client experience in line with Citi policies and guidelines.

The role emphasizes resolving client issues, promoting digital tools, and maintaining high service standards. As a pivotal contact for clients, you will engage in cross-selling, ensure regulatory compliance, and continuously develop product knowledge to support customers across Citi’s

Formación

• Experience in service excellence and client interaction.
• Knowledge of banking products and regulatory requirements preferred
• Language proficiency in English
• Flexibility to work on shifts and public holidays

Responsabilidades

• Client Engagement & Support: Handle incoming inquiries, transactions, and technical support requests with professionalism and efficiency.
• Service Excellence & Compliance: Deliver outstanding service while maintaining compliance with regulations and privacy.
• Knowledge & Development: Maintain knowledge of bank products, digital tools, and industry trends.
• Process Improvement & Innovation: Contribute to automation and process improvements in customer service.
• Team Collaboration: Work with teammates and other departments to ensure a seamless client experience.

Conocimientos

Exceptional Communication

Interpersonal Excellence

Problem-Solving & Analytical

Technical Proficiency

Organizational & Adaptability

Teamwork & Independence

Educación

Bachelor’s/University degree or equivalent experience

Herramientas

CRM systems

Microsoft Office

Descripción del empleo

Citigroup Inc. is seeking an Officer, Inbound Customer Service - Wealth Operations to handle inbound inquiries mainly by phone, delivering a professional client experience in line with Citi policies and guidelines.

The role emphasizes resolving client issues, promoting digital tools, and maintaining high service standards. As a pivotal contact for clients, you will engage in cross-selling, ensure regulatory compliance, and continuously develop product knowledge to support customers across Citi’s