AVP, Client Services & Wealth Management

Citi; New York (NY); Hybrid; USD 87,000 - 131,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi is hiring a Client Service Officer at AVP level in Chicago. You will deliver wealth management services to Citi Private Bank clients, manage transactions, and coordinate investigations with operations to ensure timely resolution. The role emphasizes client focus, risk awareness, and process improvements.

Requirements include 5–8 years of experience, strong communication, and a bachelor’s degree. This is a full-time hybrid position offering growth in a global banking environment.

Qualifications

• 5-8 years of experience in client services or related banking roles.
• Strong communication skills, both written and verbal.
• Ability to analyze data and prioritize tasks with accuracy.

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from bankers.
• Manage client transactions in banking, credit, and investment products within audit standards.
• Own client investigations and coordinate with middle office for resolution.
• Coordinate account maintenance and reporting, update contact details and status.
• Identify new business opportunities and participate in service improvements.

Skills

Client facing

Strong communication

Attention to detail

Analytical skills

Time management

Education

Bachelor's degree

Job description

Citi is hiring a Client Service Officer at AVP level in Chicago. You will deliver wealth management services to Citi Private Bank clients, manage transactions, and coordinate investigations with operations to ensure timely resolution. The role emphasizes client focus, risk awareness, and process improvements.

Requirements include 5–8 years of experience, strong communication, and a bachelor’s degree. This is a full-time hybrid position offering growth in a global banking environment.