At
Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi's
Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as
Service Officer (Internal Job Title: Client Service Specialist - C09) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
- We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
- We empower our employees to manage their financial well-being and help them plan for the future.
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
- We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
In this role, you’re expected to:
The Client Service Specialist is responsible for performing relatively complex assignments with a direct impact on the business by ensuring the quality of tasks and services. Working under direct supervision, this role may service an expansive and/or diverse array of products/services. The specialist applies a working knowledge of technical and professional principles and concepts, coupled with an in-depth understanding of team objectives, to ensure assigned duties contribute effectively to the team's work and align with how units coordinate efforts to achieve functional objectives. This role requires ensuring the quality and service of both individual work and that of others, with the ability to recommend new options to enhance productivity within guidelines. The specialist must employ tact and diplomacy when exchanging complex or sensitive information, adapting to audience diversity, and possesses basic knowledge of the organization, its business, and policies. They are typically responsible for resolving basic to moderately complex problems based on practice and precedence, and are able to assess the applicability of similar experiences and evaluate options in circumstances not covered by standard procedures.
- To provide comprehensive operation support services
- To conduct service calls to assist customers in general banking enquires
- To assist with daily tasks assigned by team lead and operation managers, including KYC for incoming and outgoing payments, Mis-funds transfer, CRS, FATCA, stock transfers, account closure follow up referred by Compliance
- To conduct risk profiling through IRPQ assessments
- To perform regular sales surveillance calls
- To promote products/ services for potential client upgrade
- Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
- This job description provides a high-level overview of the types of work performed. Other job-related duties may be assigned as required.
As a successful candidate, you’d ideally have the following skills and exposure:
- Bachelor's/University degree or equivalent experience
- Experience in customer service, sales and/or referencing in branches
- Self-motivated and able to work independently
- Consistently demonstrates clear and concise written and verbal communication
- Demonstrated analytical skills and able to work in a team
- HKSI 1,7,8 Certifications
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles. For further details, please refer to the public website of HKAB
------------------------------------------------------
Job Family Group:
Private Client Coverage
------------------------------------------------------
Job Family:
Client Services
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
