IPB U.S. Client Service Associate – Bilingual English/Russian

About the Business

International Personal Bank U.S. (IPB U.S.) is a segment of Citi’s U.S. Retail Bank that provides U.S. based Wealth Management services to clients around the world. IPB U.S. offers its clients access to brokerage products and services as well as traditional banking products and services through three legal vehicles and offices located in the U.S. and several Latin American countries.

About the Role

The International Personal Bank U.S. is currently seeking candidates for the Client Service Associate (CSA) role.

This position will work with US-based Wealth Advisors in providing administrative support and maintenance across banking and investment accounts. In addition, CSA will work on the onboarding process for clients, Know-Your-Client (KYC) profiling, and Periodic Reviews of clients.

Role Responsibilities

Support the Wealth Advisor’s portfolio of relationships for maintenance requests and troubleshoot operational issues

Provide strong support to team across periodic reviews for KYC, Account Activity, AML, etc.

Process a variety of daily administrative account servicing tasks

Lead account opening applications, profiling of clients in internal systems, and building strong operational knowledge base

Additional Job Description:
Qualifications

Interest in Financial Services

Proficient in software applications (ex. Microsoft Word, Excel, PowerPoint)

Team player – ability to work with multiple stakeholders

Ability to work under stress

Well organized, detail oriented self-starter

Ability to communicate with co-workers and clients

Excellent written and communication skills

Requirement: Fluency in Russian (written/spoken)

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Job Family Group:
Private Client Coverage

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Job Family:
Client Services

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Time Type:
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