Service Officer

Overview

At Citi, we connect millions of people across hundreds of cities and countries every day. We’ve been doing this for more than 200 years through our unparalleled global network, providing a broad range of financial services and products to consumers, corporations, governments, and institutions — helping them meet 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, maximize 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 a Service Officer (Internal Job Title: Client Service Specialist - C09) based in Hong Kong. We provide resources to meet your unique needs, empower you to make healthy decisions, and help plan for your future.

Employee Benefits

• Programs and services for physical and mental well-being, including telehealth options, health advocates, confidential counseling, and more (coverage varies by country).
• Expanded Paid Parental Leave Policy to support parents around the world.
• Resources to manage your financial well-being and plan for the future.
• Access to a range of learning and development resources to grow your skills and knowledge.
• Programs to help balance work and life, including generous paid time off.
• Tools and resources to volunteer in local communities; Citi employees contributed over 1 million volunteer hours globally in 2019.

Key Responsibilities

• Provide comprehensive operational support services.
• Conduct service calls to assist customers with general banking inquiries.
• Assist with daily tasks assigned by the team lead and operations managers, including KYC for incoming and outgoing payments, misfund transfers, CRS, FATCA, stock transfers, and account closure follow-ups referred by Compliance.
• Conduct risk profiling through IRPQ assessments.
• Perform regular sales surveillance calls.
• Promote products and services for potential client upgrades.
• Assess risk appropriately when making business decisions, safeguarding Citi’s reputation and assets.
• This job description provides a high-level overview; other related duties may be assigned as required.

Qualifications & Skills

• Bachelor’s/University degree or equivalent experience.
• Experience in customer service, sales, and/or branch operations.
• Self-motivated and able to work independently.
• Clear and concise written and verbal communication.
• Analytical skills and ability to work in a team.
• HKSI 1, 7, 8 Certifications.

Job Details

Job Family Group: Private Client Coverage

Job Family: Client Services

Time Type: Full time

Additional Information

Citi is an equal opportunity employer. Qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our tools or apply for a career opportunity, please review Citi Accessibility information here.