Wealth Client Services AVP - Client Advisor

Citi; Chicago (IL); On-site; USD 87,000 - 131,000; Full time

Job summary

Citi Private Bank in Chicago is seeking a Client Services Officer to deliver wealth management services to high-net-worth clients under guidance from Banker teams.

You will manage client transactions, maintain accounts, and coordinate communications across operations, while upholding audit standards and regulatory requirements. Strong communication and analytical skills are essential.

Qualifications

• 5–8 years of experience in client services or wealth management
• Strong organizational and time management skills
• Ability to analyze data and solve problems with attention to detail
• Strong verbal and written communication skills
• Client facing experience in banking or wealth management
• Knowledge of investments, banking, and credit products

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.
• Manage and execute client transactions within audit and compliance standards and timeliness.
• Own client investigations and collaborate with operations to resolve issues.
• Coordinate account maintenance and reporting on WINS.
• Enforce banking policies to maintain operational integrity and client satisfaction.
• Proactively arrange client visits and conduct service quality check-ins.
• Obtain banker/client appointments to build relationships.
• Identify new business opportunities for referrals to bankers or product specialists.
• Perform responsibilities using Citi applications and participate in service improvements.
• Assess risk in decisions to safeguard Citi’s reputation and assets.

Skills

Analytical skills

Time management

Communication

Client facing

Attention to detail

Education

Bachelor's degree

Job description

Citi Private Bank in Chicago is seeking a Client Services Officer to deliver wealth management services to high-net-worth clients under guidance from Banker teams.

You will manage client transactions, maintain accounts, and coordinate communications across operations, while upholding audit standards and regulatory requirements. Strong communication and analytical skills are essential.