Client Service Officer

Citibank (Switzerland) AG; Beverly Hills, Northern (CA, KY); Hybrid; Confidential; Full time

Job summary

Citi Private Bank in Beverly Hills is seeking a seasoned Client Service Sr. Analyst to support Citi Private Bank clients with wealth management services and coordinated transaction execution.

You will work with bankers and operations teams to ensure compliant, timely processing, and proactive client engagement. The role requires 5–8 years of client-facing experience, strong communication, and knowledge of investments and banking products, with Series 7/63 or 7/66 preferred.

Qualifications

• 5–8 years of experience.
• Prioritization and time management skills.
• Problem solving with data analysis.
• Strong verbal and written communication skills.
• 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 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 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, phone numbers, and account status changes.
• 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.
• 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 Citi applications and participate in service-related process improvements.
• Appropriately assess risk when business decisions are made, safeguarding Citi and its clients.

Skills

Client facing

Ops compliance

Investments knowledge

Strong communication

Analytical skills

Education

Bachelor's degree or equivalent

Job description

## Client Service OfficerApply: Hybrid: Beverly Hills California United States: Los Angeles California United States: Full time: Posted Today: End Date: September 24, 2026 (6 days left to apply): 26992968The 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 - $141,000.00In 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.