Latest News  

Client Service Officer (Romanian and Hungarian speaker) CitiBank - London

A Client Service Officer (CSO) will provide excellent client service in partnership with the ISMs. Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.

2015-10-23 11:26:10

Provide appropriate support and assistance to Citi IPB sales teams by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions.

Assist ISMs/RMs/SRMs in providing wealth management solutions to clients by, providing high levels of service to create the ideal environment for all client service sales interaction.

Job Background/Context:

Citi International Personal Bank is the preferred centre in EMEA for the provision of International Expatriate Banking and International Wealth Management for clients who wish to hold a proportion of their wealth outside the country they reside in.

Key Responsibilities:

Provide sales administration support to Investment Service Manager (ISMs), Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client banking needs:
Time deposit transactions
Fund and portfolio transfers
Provide clients with banking information and other general non investment related activities
Addition or change of personal details
Handling and processing of new account documentation in coordination with SRMs / RMs who are solely responsible of the completeness and sanity of the Account opening documentation before handing over to Operation
Provide sales administration support to teams of Investment Service Manager (ISMs), Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client investment needs:
Completing trade tickets
Confirm with client as and when required per guidelines
Respond promptly to all client requests in coordination with ISMs and related RMs/SRMs
Complete transfer of funds to Product providers
Accurate record keeping and assistance in providing and maintaining records
Brokerage support
EDD support
Daily cash management, problem resolutions relating to cash management, research and order processing for clients
Manage the workflow between Operations and ISM/RM/SRM on inputting buy/sell orders for stocks and bonds in the system.
Co-ordinating and resolving problems with back office
Respond promptly to all client requests in coordination with ISMs and related RMs/SRMs
Organize and track tasks, following up on pending items to ensure timely execution
Adhere to all regulatory and internal Compliance and AML policy requirements
Provide support to colleagues in team when volumes of work allow
Look to streamline process and promote initiatives
Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures
Respond to client requests promptly and effectively to resolve related problems
Develop knowledge base and skills through specific internal courses
Take ownership of client problems and remain accountable through to completion
Serve as a valued resource to team members and colleagues by sharing knowledge , information and best practices
If applicable serve in all aspects (in line with T&C level requirements) of client service for RMs/SRMs and be seen If needed by clients as first point of contact in addressing account requirements.
Development Value:

The role provides insight into all aspects of transactional processing and will give the candidate a broad understanding of products and Compliance and AML experience. A highly experienced candidate would be considered for ISM in future opportunities and with other product support teams.
Qualifications
Knowledge/Experience:

Proven experience working in a servicing role within the Financial Services sector (Wealth management experience preferred).
Demonstrates extensive knowledge of all IPB systems, platforms and capabilities.
Skills:

Fluency in English, Hungarian and Romanian. Spanish would be an additional advantage .
Dual language capabilities (apart from English) of IPB Active markets with the ability to manage 2 books will be an added advantage
Ability to cope with ambiguity and change – high adaptability.
Team player
Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
Strong communication skills.
Pro-active, initiative and driven
Qualifications:

Ideally university graduate
Citi certified – already acquired or willing to be certified within 3 months of joining
Holding or studying (or willing to study for) CeFA paper 1/IAD 1 or equivalent is an asset
Brokerage 3
Exceptional candidates who do not meet these criteria may be considered provided they have the necessary skills and experience.
Competencies:

Ability to prioritize and manage multiple deadlines, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions.
Ability to build effective working relationships across hierarchal levels and functions.
Is aware of, and effectively manages, risk and compliance related situations in his/her area
Numerate, analytical mind, with strong problem-solving skills.
Attention to detail
Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer.

Primary Location: United Kingdom,England,London
Education: None
Job Function: Sales
Travel Time: No
Job ID: 15055732
Job Type: Full-time

Required experience:

banking: 1 year
Required language:

Hungarian and Romanian and English


0 COMMENTS ^ Go back to Top
WRITE A COMMENT ^ Go back to Top
 
Your email address will not be published.
Nickname
Email
Comment
Validation Code
   
 
 
NEWS
CTP is launching a project for the workforce market in the areas near its parks in Western Bucharest

CTP, the leading premium industrial parks developer and long-term manager in Romania and Central and Eastern Europe, is starting a social responsibility program that aims to facilitate a series of meetings betw

 Read Full article »
AI, the "performance engine" in Romania's business service industry

ABSL (the Association of Business Service Leaders in Romania) debated during its annual conference the future of the business service industry in our country and AI's influence in this sector's performances.

 Read Full article »
JLL Bucharest City Report: Industrial, logistics and offices were the drivers of the Romanian real estate development market

The industrial, logistics and office sectors in Bucharest were the drivers of the real estate development market in the first nine months of the year, while the retail sector recorded the lowest growth rate in

 Read Full article »
Microsoft extends partnership with Romania's Bitdefender to global level

Microsoft has extended its partnership with Romanian cybersecurity and anti-virus software company Bitdefender to a global level, Gabriela Matei, General Manager, Microsoft Romania announced at the 2017 Microso

 Read Full article »
Certent opens new office in Bucharest

Certent, Inc., a leading provider of software-as-a-service (SaaS) solutions for equity compensation and financial disclosure management today announced the opening of a new office in Bucharest, Romania.

 Read Full article »
Companies leased 45,000 sqm of office space in Q3 IT and outsourcing players – the main drivers of demand

The Bucharest office market saw a net take-up of close to 45,000 sqm in this year's third quarter. According to data from the real estate consultancy company Colliers International, the demand came mostly from

 Read Full article »
ABSL: The negative Impact of EO draft will lead to decrease of FDI and employment rate

ABSL Romania examined the emergency ordinance draft to amend the law no. 227/2015 regarding the Fiscal Code and concluded that the implementation of these measures will have a negative impact on Romania's inter

 Read Full article »
Farlei Kothe becomes EMEA vice president at Stefanini

In two years, he built a team of 200 people from scratch and made us 20 million US dollars revenues.. For the last nine years, he's been with us – first as the manager for our application development centre a

 Read Full article »
CTP acquired Phoenix Logistics Center for approximately 7 million Euro

CTP, the leading premium industrial parks developer and long-term manager in Romania and Central and Eastern Europe, registered the fastest development pace in 2017, since it entered the Romanian market.

 Read Full article »
Veeam's Hub in Bucharest exceeds 350 employees

Veeam® Software, the innovative provider of solutions that deliver Availability for the Always-On Enterprise, has passed the 350 staff milestone in its Bucharest, Romania, hub.

 Read Full article »
 
MOST RECENT VIDEO
 
 
MOST READ ARTICLES
» ROMANIAN OUTSOURCING AWARDS FOR EXCELL...
» ABSL: BRD First Tech challenge in Roma...
» Gartner: Romania moved into the first ...
» Vastint Romania celebrated the opening...
» Molson Coors started to grow its busin...
» Healthcare IT outsourcing market is ex...
» Roxana Tesiu appointed as the new Vice...
» Exclusive OT print issue: Genpact may ...
» ManpowerGroup launches ManpowerGroup S...
» Manpower:Romania has world's third hig...
 
EDITOR CHOICE
Societe Generale European Business Services support the IT education in Romania through a partnership with ACADEMY+PLUS

Societe Generale European Business Services (SG EBS), part of Societe Generale Group announces a partnership with ACADEMY+PLUS, a revolutionary coding school, tuition free, opened this year in Bucharest.

 Read Full article »
TELUS International Europe: The convergence of customer service and digital marketing/NewGen technologies: What does it mean for businesses?

Technology shapes the way we educate, communicate, conduct business and advance science, all while maintaining significant influence on the global economy. But the way we engage with technology is changing

 Read Full article »
Stay updated on People in Shared Services and Outsourcing Forum, October 19

Outsourcing Today organizes the third edition of People in Shared Services and Outsourcing Forum, on October 19, 2017 in Bucharest at Caro Hotel.

 Read Full article »
Preparing for the new future

Business shared services in Romania is by nature a flexible, mobile and diverse community and in this context, local markets develop their own particularities to address the global changes, to adjust to new dem

 Read Full article »
Latest News  
 
about us | newsletter | contact | members area
Copyright © 2015 by Diplomat Media Events Design by Diplomat Media Events