CTS is a client facing team within Citi Private Bank, working directly with Private Banking Teams and clients, along with partner organizations including Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.

Responsibilities:

• 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

Qualifications:

• 1-2 years relevant experience

• 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

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:

• Private Medical Care Program
• Life Insurance Program
• Pension Plan contribution (PPE Program)
• Employee Assistance Program
• Paid Parental Leave Program (maternity and paternity leave)
• Sport Card
• Holidays Allowance
• Sport and team recreation activities
• Special offers and discounts for employees
• Access to an array of learning and development resources
• A discretional annual performance related bonus
• A chance to make a difference with various affinity networks and charity initiatives

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilitie