anna nagar chennai tamil nadu product liaison Jobs – 138 Open Jobs Today

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Client Service Officer

Citi -
Chennai, Tamil Nadu

Apply Now

Job details

Full-time

Qualifications

Mandarin
Wealth management
Microsoft Excel
Sales
English
Microsoft Office
Bachelor's degree
Financial services
Communication skills
Banking
Tax experience
Office experience

Full job description

Job Req Id:

26962979

Location(s):

Chennai, Tamil Nadu, India

Job Type:

Hybrid

Posted:

May. 14, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Client Tax Service Officer is a developing professional role in the newly formed Client Tax Services (CTS) Team.

The CTS Team will take ownership of updating client tax documentation (W-Series Forms and CRS Forms) and manage day-to-day tax related queries, dealing directly with clients, as well as managing and supporting a number of client tax related projects.

This is a client facing role, that involves 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

Support the set up of this new team to take ownership of client tax related matters
Client liaison for tax related matters, taking end to end ownership for client requests and queries
Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants
Developing new systems and processes to create efficiencies and improved client experience
Working with Private Banking Teams to ensure client tax forms are valid and up to date
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 tax form solicitation 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

Skill Required:

Strong client service mindset with a focus on delivering an exceptional client experience
Excellent communication skills (oral, written and verbal) are essential. Ability to confidently convey detailed concepts clearly and accurately
Experience with streamlining processes to increase efficiency to improve client experience
Ability to work pro-actively and independently, takes ownership and responsibility
Lead with own initiative to resolve to complex queries
Excellent relationship building and team working skills, ability to work in partnership with various stakeholders
Possess strong organisational and multi-tasking skills, with a high level of attention to detail
Ability to prioritize and be adaptable, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions
Ability to work under pressure, manage multiple deadlines and conflicting priorities
Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
Effectively manage risk and compliance related situations in his/her area
Experience in defining and generating various KPIs/metrics
Experience with the formation and monitoring of appropriate SLA’s
Excellent Microsoft Office kills (advanced Excel abilities)

Preferred Skills:

Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)
Proven experience in a front/middle office environment dealing directly with clients
Prior experience working in any Tax Client Services role and understanding of Tax Regulations is of benefit
Foundational understanding of US and Non-US Tax is beneficial

Qualifications:

5+ years of total experience in financial services industry
2+ years of experience in a client services role within the financial services industry
Knowledge of investments, banking, and credit products
English, Cantonese and Mandarin language proficiency is beneficial

Education:

Bachelor's/University degree or equivalent experience

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.

Apply Now

Refine Your Search

product liaison jobs in anna nagar chennai tamil nadu

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Discover your future at Citi

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