Inbound Wealth Client Care Specialist

Citigroup Business Process Solutions Pte. Ltd.; Manila; On-site; PHP 335,000 - 670,000; Full time

Job summary

Citi is seeking an Officer, Inbound Customer Service - Wealth Operations to handle inbound client interactions via phone and chat from Manila. You will resolve inquiries while adhering to Citi's guidelines, delivering a positive client experience.

The role centers on guiding customers through Citi products and digital tools, maintaining high service standards, and supporting wealth management goals with professionalism.

Qualifications

• 1-2 years of customer service or call center experience preferred.
• Knowledge of banking products and regulatory requirements preferred.
• Language proficiency in English.

Responsibilities

• Handle incoming inquiries, transactions, technical support requests from clients with professionalism.
• Provide accurate information regarding Citi's products, services, and procedures.
• Proactively identify customer needs to cross-sell and up-sell a range of products and services.
• Promote Citi Mobile app and Citibank Online to clients and explain digital tools and self-service options.
• Maintain compliance with internal controls and banking regulations while handling confidential information.
• Strive for high First Call Resolution and strong Customer Satisfaction scores.
• Collaborate with team and other departments to ensure seamless client experience.

Skills

Exceptional Communication

Interpersonal Excellence

Problem-Solving & Analytical

Technical Proficiency

Organizational & Adaptability

Teamwork & Independence

Education

Bachelor’s degree

Tools

CRM systems

Microsoft Office

Job description

Citi is seeking an Officer, Inbound Customer Service - Wealth Operations to handle inbound client interactions via phone and chat from Manila. You will resolve inquiries while adhering to Citi's guidelines, delivering a positive client experience.

The role centers on guiding customers through Citi products and digital tools, maintaining high service standards, and supporting wealth management goals with professionalism.