Citigroup - O&#x27, FL
posted 14 days ago
The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team comprised of specialists with a focus on delivering operational solutions for our clients. Providing first level support and escalation to licensed and non-licensed associates, internal partners, and clients, they handle escalated customer inquiries and ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners to review front line metrics (e.g., questions raised, frequency of escalated items, etc.) and use that data to develop individual and team based coaching opportunities.