Wealth Client Advisor - Inbound Service

Citi; Philippines; On-site; PHP 350,000 - 500,000; Full time

Job summary

Citi is seeking an Officer, Inbound Customer Service - Wealth Operations to manage inbound client interactions via phone and chat, ensuring adherence to Citi policies. You will resolve inquiries, deliver a positive client experience, and promote digital tools while supporting wealth operations.

The role emphasizes service excellence, compliance, and continuous product knowledge to provide accurate information and drive client satisfaction across channels.

Qualifications

• Experience in service excellence and client interaction.
• 1–2 years of customer service or call center experience preferred.
• Knowledge of banking products and regulatory requirements preferred.
• Fluent in English and professional communication.

Responsibilities

• Handle inbound inquiries and transactions with professionalism.
• Provide accurate information about Citi products and services.
• Cross-sell and upsell relevant products to clients when appropriate.
• Overcome objections and articulate value of offerings clearly.
• Promote Citi Mobile and Citi Online for digital self-service.
• Maintain compliance with controls and regulatory guidelines.

Skills

Excellent communication

Interpersonal skills

Problem solving

CRM proficiency

Organizational skills

Teamwork & independence

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Financial software

Job description

Citi is seeking an Officer, Inbound Customer Service - Wealth Operations to manage inbound client interactions via phone and chat, ensuring adherence to Citi policies. You will resolve inquiries, deliver a positive client experience, and promote digital tools while supporting wealth operations.

The role emphasizes service excellence, compliance, and continuous product knowledge to provide accurate information and drive client satisfaction across channels.