What are the responsibilities and job description for the Client Service Manager position at Citi?
The Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales process, and operational functions. May have responsibility for planning, budgeting and influencing policy changes related to wealth management banking and investments. Involved in short-term planning of resources. Full management responsibility of a team, which includes management of people and budgets, including performance evaluations, compensation, recruiting and hiring, performance management and discipline, including terminations if necessary.
Responsibilities:
- Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures.
- Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded
- Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans
- Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
- Contribute to and drive tactical and strategic initiatives. Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.
- Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place. Work closely with the Global and Regional Market Managers to ensure that business initiatives are appropriately supported by Service.
- 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. Escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
- 6-10 years of experience
- Leadership skills: Takes ownership, readily takes charge and makes decisions, able to motivate people toward a common goal, implement change and get results.
- People Management: able to constructively coach and motivate staff, including remote staff
- Required US FINRA Licenses: SIE; Series 7; Series 63 (or Series 66); and Series 9/10 or 24
- In-depth knowledge of client onboarding requirements, including KYC and AML
- Excellent verbal and written communication skills
Education:
- Bachelor’s/University degree or equivalent experience, Master’s degree preferred
Bilingual Spanish is required.
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Job Family Group:
Private Client Coverage-------------------------------------------------
Job Family:
Client Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Miami Florida United States------------------------------------------------------
Primary Location Salary Range:
$119,600.00 - $182,000.00------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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Salary : $119,600 - $182,000
