Client Service Officer

Citi

. Deliver wealth management services to Citi Private Bank clients with guidance from Banker teams .

Posted 9/17/2026full-timeBeverly Hills • California • United StatesMid-LevelSenior💰 $94,000 - $141,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management services, client transaction management, and compliance with banking policies. Proficient in client relationship building, operational collaboration, and risk assessment in financial services.

Highest-signal resume keywords

Wealth Management ServicesClient Transaction ManagementCompliance StandardsClient Relationship BuildingOperations and Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ProductsInvestment ProductsCredit ProductsData AnalysisRisk AssessmentSales Referral ExperienceClient InvestigationsAccount MaintenanceService Quality ChecksCiti Applications

Soft Skills

Organizational SkillsTime ManagementProblem SolvingVerbal CommunicationWritten Communication

Tools & Technologies

WINS

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 66 LicenseBachelor's Degree

Industry Keywords

Wealth ManagementPrivate BankingClient SatisfactionAudit StandardsCompliance Regulations

About the role

Key responsibilities & impact

Deliver wealth management services to Citi Private Bank clients with guidance from Banker teams
Manage and execute client transactions for business and individual banking, credit, and investment products
Ensure transactions meet audit and compliance standards and are completed timely
Own client investigations, including statement reporting issues and pricing inquiries
Collaborate with operational and middle office teams to resolve issues
Coordinate account maintenance and reporting on WINS
Enforce banking policies and procedures while maintaining high client satisfaction
Arrange and participate in client visits and perform service quality check-in calls
Obtain banker/client appointments to build or establish relationships
Identify and document new business opportunities for referral
Use Citi applications proficiently and participate in service-related process improvements
Assess risk in business decisions and ensure compliance with applicable laws, rules, regulations, and policies
Escalate, manage, and report control issues transparently
Coach and train new recruits and assume formal or informal team leadership roles

Requirements

What you’ll need

5-8 years of experience
Ability to prioritize with strong organizational and time management skills
Ability to problem solve and analyze data with attention to detail
Strong verbal and written communication skills
Client-facing experience
Strong background and interest in operations and compliance
Previous sales referral experience
Knowledge of investments, banking, and credit products
Series 7/63 or 7/66 license preferred, but not required
Bachelor's/University degree or equivalent experience

Benefits

Comp & perks

Discretionary and formulaic incentive and retention awards
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid vacation and other planned time off
Sick leave and other unplanned time off
Paid holidays