The Client Srvc Intmd Assoc Anlyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
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.
Qualifications:
2-5 years relevant 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 analyze 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
Digital Client Support - CitiDirect Helpdesk Intmd. Analyst
Track all client and internal partner interactions timely and appropriately
Troubleshoot technical issues with the CitiDirect application, analyze user software against requirements and troubleshoot user Internet and connectivity issues
Diagnose user-based errors versus application issues through user and client setup analysis
Assist customers on all application navigation and functionality
Engage in customer interactions to resolve issues and provide user support
Triage suspected defects and functionality that is not working for technology to investigate and prioritize for fixes
Create tickets for technology engagement as needed and manage tech team communication to drive issue resolution
Keep customers frequently informed of steps taken, next steps and time estimates for updates and resolution
Attend applicable Product training for new functionality and processes
Document all new knowledge gained about systems and products
------------------------------------------------------
Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Client Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Tampa Florida United States------------------------------------------------------
Primary Location Full Time Salary Range:
$72,800.00 - $109,200.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Anticipated Posting Close Date:
Nov 19, 2024------------------------------------------------------
Citi 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 origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all 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 reviewAccessibility at Citi.
View the "EEO is the Law" poster. View theEEO is the Law Supplement .
View theEEO Policy Statement .
View thePay Transparency Posting