Client Service Analyst
4 weeks ago
The Client Service Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
**Responsibilities**:
- Deliver wealth management services to CITI PRIVATE BANK 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 within 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 all 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 integrity while maintaining high client satisfaction.
- Proactively arrange and participate in client visits and perform service quality check-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.
**Qualifications**:
- 2-4 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 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
- Fluency in French and English
**Education**:
- Bachelor's/University degree or equivalent experience
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Client Services
- **Time Type**:
- 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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
-
Client Services Process Analyst
6 days ago
Montréal, Canada MEDITERRANEAN SHIPPING COMPANY Full time**Contribution to MSC Canada** As a valued team member of MSC Canada, your priority is to demonstrate accountability, a superior level of Client Service and quick action consistently and constantly in your role. This includes providing an excellent Customer Experience for our vendors and colleagues alike in every written and verbal communication, internally...
-
Client Services Analyst
3 weeks ago
Montréal, Canada BNP Paribas Full timeCLIENT SERVICES ANALYST - GRADUATE (JOB NUMBER: GRAD-012822-EML-003) At BNP Paribas Canada, it is our employees which make the difference... Our 75 nationalities are part of our diversity! Do you like challenges, a structured framework, the prospect of optimizing and innovating? You are known for your originality and want a certain freedom to think while...
-
Client Account Analyst
4 weeks ago
Montréal, Canada Citi Full timeThe Client Account Analyst provides on-site client account service support to the relationship managers (bankers) of the Citi Private Bank Canada business. The Client Account Analyst’s focus is to ensure that the client on-boarding process is a positive, seamless experience to our ultra-high net worth clientele. The Client Account Analyst strives to...
-
Client Services Analyst
3 weeks ago
Montréal, Canada BNP Paribas Full timeCLIENT SERVICES ANALYST (JOB NUMBER: FIN-031422-001-NG) At BNP Paribas Canada, it is our employees which make the difference... Our 75 nationalities are part of our diversity! Do you like challenges, a structured framework, the prospect of optimizing and innovating? You are known for your originality and want a certain freedom to think while sharing your...
-
Client Analysis
3 weeks ago
Montréal, Canada The Maples Group (Financial Services) Full time**Position**:Client Analysis and Reporting Analyst **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a...
-
Client Analysis
3 weeks ago
Montréal, Canada The Maples Group (Financial Services) Full time**Position**:Client Analysis and Reporting Analyst **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a...
-
Client Reporting Analyst
4 weeks ago
Montréal, Canada Manulife Full timeThe Client Reporting Analyst understands the importance of being customer focused, builds and maintains strong controls, strong relationships with stakeholders, and collaborates with other teams to deliver results. The Client Reporting Analyst must demonstrate the ability to communicate effectively, complete tasks and analyses independently, attention to...
-
E-client Services Analyst
4 weeks ago
Montréal, Canada Société Générale Full time**Responsibilities**: **ABOUT THE JOB** As the new E-Client Services Analyst, you will join a global team of around 10 people based in London, Paris, Hong Kong, and Montreal. About the team you will be joining: By joining our “eClient services team”, you will have an opportunity to collaborate with a dynamic group of industry professionals who work...
-
montréal, Canada PineStone Asset Management Inc. Full timeTitle: Analyst, Client Relations Location: Montreal, Quebec Position Type: Permanent, Full Time PINESTONE ASSET MANAGEMENT INC.Based in Montreal, PineStone Asset Management Inc. is a specialist global equity manager founded in 2021. PineStone is focused exclusively on helping clients achieve their financial goals by investing in what we believe to be the...
-
Client Reporting Analyst
3 weeks ago
Montréal, Canada Manulife Full time**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....
-
Client Analysis and Reporting Analyst
3 weeks ago
Montréal, Canada Maples Group Full time**Position**:Client Analysis and Reporting Analyst **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a...
-
Client Reporting Analyst
4 weeks ago
Montréal, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Service Desk Analyst
3 weeks ago
Montréal, Canada Genpact Full timeWith a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it! We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create...
-
Service Desk Analyst
3 weeks ago
montréal, Canada Genpact Full timeWith a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it! We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create...
-
Montréal, QC, Canada PineStone Asset Management Inc. Full timeTitle: Analyst, Client Relations Location : Montreal, Quebec Position Type: Permanent, Full Time PINESTONE ASSET MANAGEMENT INC. Based in Montreal, PineStone Asset Management Inc. is a specialist global equity manager founded in 2021. PineStone is focused exclusively on helping clients achieve their financial goals by investing in what we believe to be...
-
Responsable Service Clients
4 weeks ago
Montréal, Canada SERVICE DE TRANSFORMATION BÉCANCOUR Full timeResponsable service client domaine métalurgique Tâches demandées: - Recevoir les commandes externes des clients; - Valider les informations pertinentes sur les commandes externes; - Création d’une commande interne et envoi à nos différentes usines/entrepôts; - Céduler les camions en relation avec les commandes; - Entrer les marchandises reçus de...
-
Consultant Service Desk Analyst, IT Support
4 weeks ago
Montréal, Canada Genpact Full timeGenpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...
-
Global Client Terms Analyst
3 weeks ago
Montréal, Canada Dentons Full time**Global Client Terms Analyst** We are seeking a Global Client Terms Analyst to support the Global Client Terms Team within the Global Business Acceptance Department to facilitate the review and management of client terms obligations and pitch documentation, to ensure smooth management of daily workflow, and to facilitate effective management of contractual...
-
Analyst - Regulatory Services (Aeoi) / Analyste
2 weeks ago
Montréal, Canada Maples Group Full time**Position**:Analyst - Regulatory Services **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a global...
-
Bilingual Client Benefit Analyst
4 weeks ago
Montréal, Canada Cigna Full timeThe primary function of the Client Benefit Analyst is to act as a key point of contact for all Health Benefit inquiries and issues for our customers - insurance companies and third party administrators (TPAs). The Client Benefit Analyst will ensure that relationships with our customers are effectively maintained. The Customer Services team provides support...