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Client Service Senior Analyst
Company | Citi |
Address | New York, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services,Investment Banking |
Expires | 2023-07-18 |
Posted at | 10 months ago |
Job Id: 23663775
- Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Obtain banker/client appointments to build upon existing or establish new relationships.
- Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.
- Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
- Identify and document new business opportunities for referral to banker or product specialist.
- Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
- Deliver wealth management services to CITI Wealth at Work clients with guidance from the Banker teams.
- Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
- Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
- Ability to problem solve and analyzes data with demonstration of attention to detail
- 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
- 5-8 years of experience
- US: Licenses: Series 7/63 or 7/66 or willing to acquire within 12 days
- Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
- Strong verbal and written communication skills
- Bachelor's/University degree or equivalent experience
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