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 recent 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.- View Citi’s EEO Policy Statement and the Know Your Rights poster._

📌 Client Service Officer (Chennai)
🏢 Citi
📍 Chennai