01 Zakres zadań

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
Provide day to day administrative and project management support to the CTS team
Taking end to end ownership for client requests and queries, supporting the CTS team with managing its workflows
Developing new systems and processes to create efficiencies and improve Client Experience
Working with Private Banking Teams to ensure client tax forms are valid and up to date
Preparation of materials and presentations for the CTS team for internal and external meetings
Drafting and issuing internal and external communication (e.g., client responses and tax updates)
Management of incoming tax related queries from Banking Teams and clients
Improve client communication process to increase response rate and reduce number of rejected forms
Identify any function gaps, highlight associated risks and implement solutions
Produce MI to track service levels, client requests and team productivity metrics

02 Wymagania

8 must-have · 4 nice-to-have · 2 języki

Must-have

Analiza Danych

Zaawansowany

Wykorzystanie Ai

Zaawansowany

Ms Excel

Zaawansowany

Ms Office

Zaawansowany

Komunikacja Pisemna I Ustna

Zaawansowany

Obsługa Klienta

Zaawansowany

Obsługa Dokumentacji Podatkowej

Zaawansowany

Zarządzanie Zapytaniami Klientów

Zaawansowany

Nice-to-have

Compliance

Mile widziane

Organizacja Pracy

Mile widziane

Zarządzanie Projektami

Mile widziane

Znajomość Produktów Inwestycyjnych I Kredytowych

Mile widziane

Wymagane języki

Polski

Ekspert

Angielski

Zaawansowany

03 Profil kandydata

3-5 years relevant experience
Proficiency in using AI to build prompts and efficiencies is required for this role to support process improvement
Advanced use of MS Excel and MS Office applications
Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
Bachelor's/University degree or equivalent experience

04 Benefity

Pakiet medyczny

Ubezpieczenie

Pakiet sportowy

05 O firmie

Citigroup

1000+ · Warszawa

Working at Citi is far more than just a job. A career with us means joining a team of more than 225,000 dedicated people from around the globe. At Citi, you will have the opportunity to grow your career, give back to your community and make a real impact.

We offer a broad range of opportunities across multiple business lines, each contributing to our mission of driving global progress. Whether you're interested in banking, technology, or investment services, our teams collaborate to deliver innovative solutions that make a positive impact.

Explore our businesses and learn more about what it’s like to work at Citi.

Zobacz ogłoszenia Strona www