Service Officer

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest 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 while maximizing 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 Service Officer (Internal Job Title: Client Service Specialist - C05) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

We empower our employees to manage their financial well-being and help them plan for the future.

Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you’re expected to:

The Client Service Specialist is responsible for performing relatively complex assignments with a direct impact on the business by ensuring the quality of tasks and services. Working under direct supervision, this role may service an expansive and/or diverse array of products/services. The specialist applies a working knowledge of technical and professional principles and concepts, coupled with an in-depth understanding of team objectives, to ensure assigned duties contribute effectively to the team's work and align with how units coordinate efforts to achieve functional objectives. This role requires ensuring the quality and service of both individual work and that of others, with the ability to recommend new options to enhance productivity within guidelines. The specialist must employ tact and diplomacy when exchanging complex or sensitive information, adapting to audience diversity, and possesses basic knowledge of the organization, its business, and policies. They are typically responsible for resolving basic to moderately complex problems based on practice and precedence, and are able to assess the applicability of similar experiences and evaluate options in circumstances not covered by standard procedures.

To provide comprehensive operation support services

To conduct service calls to assist customers in general banking enquires

To assist with daily tasks assigned by team lead and operation managers, including KYC for incoming and outgoing payments, Mis-funds transfer, CRS, FATCA, stock transfers, account closure follow up referred by Compliance

To conduct risk profiling through IRPQ assessments

To perform regular sales surveillance calls

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

This job description provides a high-level overview of the types of work performed. Other job-related duties may be assigned as required.

As a successful candidate, you’d ideally have the following skills and exposure:

Relevant experience

High School diploma or equivalent

Proficient in Microsoft Office

Self-motivated and able to work independently

Demonstrated analytical skills and able to work in a team

HKSI 1,7,8 Certifications preferred

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.