Client Service Officer

Citi; Beverly Hills (CA); On-site; USD 94,000 - 141,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident, and disability insured

Wellness programs

Paid time off

Job summary

Citi Private Bank in Beverly Hills, CA is seeking a seasoned Client Service Sr. Analyst to support Wealth Management clients and collaborate with Banker teams. This role emphasizes in-depth disciplinary knowledge, process improvement, and leadership within teams.

Responsibilities include managing client transactions, investigations, account maintenance, and ensuring compliance. Candidates should have 5–8 years' experience and a background in investments and banking products.

Qualifications

• 5-8 years of experience
• Strong organizational and time management skills
• Problem solving and data analysis with attention to detail
• Strong verbal and written communication
• Client facing with operations/compliance and sales referral experience
• Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 preferred, but not required

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.
• Manage client transactions in banking, credit and investment products; ensure transactions compliant and timely.
• Own client investigations and collaborate with operations and middle office for effective resolution.
• Coordinate account maintenance for all products and reporting on WINS including address changes, status updates, rates and waivers.
• Enforce banking policies and procedures to ensure operational integrity and high client satisfaction.
• Proactively arrange and participate in client visits and conduct service quality check-ins.
• Obtain banker/client appointments to build upon existing or establish new relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Execute responsibilities through Citi applications; participate in service-related process improvements.
• Assess risk in decisions, uphold firm's reputation, and escalate/report issues with transparency.

Skills

Client facing

Operations & compliance

Sales referrals

Investments & banking products

Communication skills

Problem solving

Data analysis

Time management

Education

Bachelor's degree or equivalent

Job description

The Client Service Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
• Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
• Obtain banker/client appointments to build upon existing or establish new relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.
• 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.

Qualifications

• 5-8 years of experience
• Ability to prioritize with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyzes data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
• Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 is preferred, but not required

Education

• Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Client Services

Time Type

Full time

Primary Location

Beverly Hills California United States

Primary Location Full Time Salary Range

$94,000.00 - $141,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date

Sep 24, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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