The Client Tax Service Officer is a developing professional role in the Client Tax Services (CTS) Team. The CTS Team takes ownership of updating client tax documentation (W Series Forms and CRS Forms) and managing day-to-day tax related queries, as well as managing and supporting several client tax related projects.
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
What we can offer you:
By joining Citi Poland, you will not only be part of a business casual workplace with a hybrid working model (2 days working at home per week), but also receive a competitive compensation package and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well:
Paid Parental Leave Program (maternity and paternity leave); A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan, multisport, holiday allowance
Private Medical Care Program, Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines; Mentoring Programs
Socially active employee communities with diverse networking opportunities
-
Job Family Group:
Private Client Coverage-
Job Family:
Client Services-
Time Type:
Full time-
Most Relevant Skills
Please see the requirements listed above.-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
