Bilingual Customer Service Sr Analyst

Company : Citi

Location : Miami, FL, 33222

Posted Date : 15 September 2025

Job Type : Other

Category : Customer Service

Occupation : Customer Service

Job Details

Job Description

A Bilingual (Spanish and English) Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build to recognize business growth opportunities. The Service Officer strives to continuously improve all of its end-to-end processes, procedures and operational platforms to consistently exceed our client’s needs and expectations.

Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients
Strengthen private banking relationships by providing efficient and timely client service and problem resolution
Ensure adherence to all internal policies and compliance to legal and regulatory requirements

Process all client transactions and respond to all inquiries, from external and internal clients to ensure proper validation and execution of customer instructions.
Stay abreast of all CPB products, services, and processes.

Responsibilities:

Service Maintenance and Contribute to Business Growth
Deliver wealth management services to CPB Latam 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 execution.
Be attentive and diligent in daily work habits to recognize fraudulent transactions.
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

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