Bilingual Private Client Service Analyst

Citi; New York (NY); On-site; USD 27,000 - 38,000; Full time

Job summary

Citi in Mexico City is seeking a Bi-Lingual Client Service Intmd Analyst to support high net worth clients post-onboarding. You will handle requests, coordinate with Sales, and manage complex client transactions with attention to risk and compliance.

The role emphasizes strong communication in English and Spanish, multitasking across banking products, and delivering high-touch service with integrity within an on-site environment.

Qualifications

• Bilingual – English / Spanish written and verbal communication skills is required.
• 5 to 8 years of relevant experience.
• Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients.
• Strong interpersonal skills with the ability to interact with peers, colleagues and partners at all levels.
• Strong problem solving skills, with the ability to analyze data.
• Attention to detail Client facing experience with focus on operational delivery.
• Knowledge of banking, investments and credit products.

Responsibilities

• Serve as the primary client contact post onboarding to ensure requests are acknowledged and completed timely and effectively to drive client satisfaction and build client relationships.
• As a component of the overall coverage team, partner with Sales Teams to drive servicing and engagement with client to meet and exceed their needs.
• Accountability for servicing book of assigned high net worth clients by delivering high-touch and value added service by assessing each request, understanding urgency and risks and prioritizing appropriately.
• Participate in client visits, perform service quality check-in calls to clients when needed and identify opportunities that may be referred to Sales Teams.
• Manage and execute high value client transactions with respect to business and individual banking, credit and investment products. Transaction types may include: wires, loan draws, branch requests, time deposits booking, security transfers. Evaluate and authenticate each instruction to ensure validity before processing to mitigate risks of fraud against client requests.
• Evaluate complex multi-leg client requests to ensure understanding of mitigated risks and execute accurately and timely.
• Engage with clients when fraud is identified on accounts, complete evaluation of activity and take immediate steps to secure account.
• Take ownership of concerns raised across all client facing channels within USPB and Wealth, e.g., digital, branch, Wealth teams, and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products including address changes, telephone number updates and account status changes.
• Conduct client outreach when appropriate regarding important notifications. Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Contribute to the implementation of process improvements to improve client experience and/od operating model.
• Escalate customer feedback, processing delays and errors appropriately. Maintain knowledge of business standards, policies, regulations and platforms that govern all activities within the role.
• 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.

Skills

Bilingual English/Spanish

Multitasking

Organizational skills

Interpersonal skills

Problem solving

Attention to detail

Client facing experience

Education

Bachelor's degree or equivalent

Job description

Citi in Mexico City is seeking a Bi-Lingual Client Service Intmd Analyst to support high net worth clients post-onboarding. You will handle requests, coordinate with Sales, and manage complex client transactions with attention to risk and compliance.

The role emphasizes strong communication in English and Spanish, multitasking across banking products, and delivering high-touch service with integrity within an on-site environment.