The Client Service Officer is a developing professional role that involves delivering wealth management services to Cit Wealth clients, managing client transactions, and enforcing banking policies and procedures while maintaining high client satisfaction.
Requirements
- 2-5 years relevant experience
- Ability to prioritize with strong organizational and time management skills
- Ability to problem solve and analyze data with demonstration of attention to detail
- Strong verbal and written communication skills
- Client facing experience
- Knowledge of investments, banking, and credit products
Benefits
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages
- Paid holidays