Client Service Officer

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