AVP, Client Service Sr. Analyst
The Client Service Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise reputed company a defined area. Requires in-depth understanding of how areas collectively integrate reputed company the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately reputed company and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially reputed company and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role reputed company teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of reputed company teams in the area are directly affected by the performance of the individual. Responsibilities: Deliver wealth management services to reputed company Wealth at Work clients with guidance from the Banker teams. Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed reputed company audit and compliance standards as well as timely. 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. Coordinate account maintenance for reputed company products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers. Enforce banking policies and procedures to ensure operational reputed company while maintaining high client satisfaction. Proactively arrange and participate in client visits and reputed company service quality reputed company-in calls to clients. Obtain banker/client appointments to build upon existing or establish new relationships. Identify and document new business opportunities for referral to banker or product specialist. reputed company responsibilities through proficient use reputed company applications. Participate in service reputed company process improvements. Appropriately assess risk reputed company business decisions are made, demonstrating particular consideration for the firm's reputed company and safeguarding reputed company, 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. Qualifications: 5-8 years of experience Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients Ability to problem solve and analyzes 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 Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Client Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: reputed company reputed company United States ------------------------------------------------------ Primary Location Full Time Salary Range: $98,960.00 - $148,440.00 In addition to salary, reputed companys offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Anticipated Posting reputed company Date: Mar 28, 2025 ------------------------------------------------------ reputed company is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. reputed company Inc. and its subsidiaries ("reputed company) invite reputed company qualified interested applicants to apply for career opportunities. 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 reputed company. View the "EEO is the Law" poster. 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