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Citi · 1 day ago

Bilingual Client Service Officer Assistant Vice President

Houston, TX

Full-time

Onsite

Mid, Senior Level

$87K/yr - $131K/yr

5+ years exp

Citi is a global financial services company, and they are seeking a Bilingual Client Service Officer Assistant Vice President. The role involves delivering wealth management services to clients, managing client transactions, and ensuring operational integrity while maintaining high client satisfaction.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams

Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely

Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution

Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers

Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction

Proactively arrange and participate in client visits and perform service quality check-in calls to clients

Obtain banker/client appointments to build upon existing or establish new relationships

Identify and document new business opportunities for referral to banker or product specialist

Perform responsibilities through proficient use Citi applications. Participate in service related process improvements

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, and escalating, managing and reporting control issues with transparency

Qualification

InvestmentsBanking productsCredit productsBilingual in SpanishEnglishClient facing experienceAnalytical skillsVerbal communicationWritten communicationProblem solving skillsSales referral experienceCoaching skillsOrganizational skillsTime management skillsAttention to detail

Required

Bilingual in Spanish and English

5-8 years of experience

Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients

Ability to problem solve and analyze data with demonstration of attention to detail

Strong verbal and written communication skills

Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

Knowledge of investments, banking, and credit products

US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days

Bachelor's/University degree or equivalent experience

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)