Client Service Officer (Greek speaking)
Location: London, England
Description: Citi is in need of Client Service Officer (Greek speaking) right now, this position will be presented in England. Detailed specification about this position opportunity please read the description below. Brief Description of the Organization
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 count! ries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com.
Client Service Officer (Greek speaking)
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13028310
Description
Job Purpose:
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 the team of Relationship Managers in client management and liaison (particularly in case of language skills requirements), providing high levels of service to create the ideal environment for all client service sales interaction.
In certain circumstances manage non-target market book of clients with the objective of upgr! ading or exiting relationship.
Job Background/cont! ext:
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.
This role provides daily support to the sales teams and ensures world class service is delivered to clients through standard operating processes across (but not limited to): account opening; account maintenance including fund transfers, time deposit transactions and card initiation and replacement; brokerage and other investment ticket creation (and if appropriate checking).
Solid reporting line is to the Service Manager.
The business of Offshore Investments & Banking is heavily regulated, for good reason, and all activities to attain objectives must be carried out in accordance with both internal and external regulations and controls.
Key Responsibilities:
Provide sales! administration support to teams of 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 detail
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 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
Complete transfer of funds to Produ! ct providers
Accurate record keeping and assistance in providi! ng and maintaining records
Brokerage support
As the market interface dictates, ensure timely completion of account opening for prospects including checking of content, validity of documentation and processing through to Operations.
Assist SRMs and RMs for their timely completion of account openings for prospects and dictate any deficiencies to RMs / SRMs before account opening documents to send to Operations.
Assist SRMs / RMs in the provision and maintenance of excellent Know Your Client (KYC) records, help and coordinate with SRMs / RMs disposing of exceptions as they arise, ensuring that accurate and up to date client information is held in the Bank’s systems
Coordinate with SRMs / RMs following up and completion of Control and/or Compliance issues to support the sales teams as required
Ensure all Credit requirements are within approved guidelines - margin calls, top-ups, internal transfers etc
Liaise with ! other departments to ensure the timely delivery of business critical documents (Marketing, Finance, Compliance, OPS etc)
When required (in certain circumstances) handle non-target market client base, as directed by Support & Service Head in conjunction with Service Manager and relevant Sales Heads, with objective of either upgrading or exiting the relationship in line with corporate vision.
Service Officers who are working in HUBs (service centres) i.e. Dubai, Bahrain, Abu Dhabi / Israel will also have additional responsibilities in terms of operations and front end sales staff support like supporting RM/SRM on documentation gathering on account opening, assistance provided on EDD and KYC preparation , meeting the clients / join the RMs/SRMs for clienst meetings if/ when required, providing support to onshore RMs/SRMs on updating trackers and other tasks where feasible as agreed by Service Manager and Service and Support Head. Final decision should be in a! greement with Relationship Service Director.
Development Va! lue:
As this role covers a variety of grades it is suitable for a variety of entry levels to the Citi IPB sales area. It could offer a first time role to recent graduates as well as offer a career move for someone already working in financial services in any number of areas and background. Opportunities exist to develop skills that would see development first of all within the Service & Control area and leave a choice of routes to follow either within or without Citi IPB.
Gaining experience of the processes surrounding international financial services provision as well as dealing with clients would provide ideal preparation for moving into a more sales orientated role or maturing through service and operational development to take on greater responsibility. Whilst working in this area, the incumbents would be given the opportunity and be encouraged to sit professional examinations to prepare for future career.
Future roles hereafter could be Servic! e Manager, Relationship Manager as well as other roles in other units
Qualifications
Knowledge/Experience:
Operational experience or aptitude for process management
Skills:
Microsoft Office skills
Fluent in Greek
Communication skills (both oral and written) in at least English and one other language to suit the markets covered
Qualifications:
Ideally university graduate
Citi Certified â€"already acquired or willing to be certified within 3 months of joining.
Holding or studying (or willing to study for) CeFA paper 1 or equivalent is an asset
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Competencies:
Focus on People:
Communicating
Building Relationships
Team Working
Focus on Business & Results:
Client! Focus
Quality Orientation
Drive and Determination
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 organizational success.
.
Primary Location
:
EMEA-GBR-ENG-London
Schedule
:
Full-time
Education Level
:
None
Shift
:
Day Job
Employee Status
:
Regular
Travel
:
No
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If you were eligible to this position, please email us your resume, with salary requirements and a resume to Citi.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position will be started on: Wed, 05 Jun 2013 16:32:37 GMT
Apply Client Service Officer (Greek speaking) Here
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