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Citi

Bi-Lingual Client Service Officer, Assistant Vice President

Citi

Bi-Lingual Client Service Officer managing service for Ultra High Net Worth Individuals and Families. Ensuring effective client communication and operational delivery.

Posted 6/17/2026full-timeMiami • Florida, New York • 🇺🇸 United StatesLead💰 $81,600 - $122,400 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
banking productsinvestment productscredit productsdata analysis
Soft Skills
bilingual communicationorganizational skillstime managementinterpersonal skillsproblem solvingattention to detailclient facing experience
Industry Keywords
client satisfactionfraud mitigationaccount maintenancetransaction management

About the role

Key responsibilities & impact
  • Serve as the primary client contact post onboarding to ensure requests are acknowledged and completed timely and effectively to drive client satisfaction and build client relationships.
  • Manage and execute high value client transactions with respect to business and individual banking, credit and investment products.
  • Evaluate and authenticate each instruction to ensure validity before processing to mitigate risks of fraud against client requests.
  • Engage with clients when fraud is identified on accounts, complete evaluation of activity and take immediate steps to secure account.
  • Coordinate account maintenance for all products including address changes, telephone number updates and account status changes.
  • Escalate customer feedback, processing delays and errors appropriately.

Requirements

What you’ll need
  • Bilingual - English / Spanish written and verbal communication skills is required; Portuguese is preferred
  • 5 to 8 years of relevant experience
  • Ability to multi-task with strong organizational and time management skills.
  • Ability to prioritize with strong organizational and time management skills per the needs of banker teams and clients
  • Strong interpersonal skills with the ability to interact with peers, colleagues and partners at all levels.
  • Strong problem solving skills, with the ability to analyze data
  • Attention to detail
  • Client facing experience with focus on operational delivery
  • Knowledge of banking, investments and credit products

Benefits

Comp & perks
  • 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