Client Account Analyst

4 weeks ago


Montréal, Canada Citi Full time

The 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 continuously improve all its end-to-end processes, procedures, and operational platforms to consistently meet our client’s needs and expectations.

**Responsibilities**:
Work with banking team to ensure a quick and seamless onboarding and account opening experience for our clients. Our goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.
Ensure all documentation received is current, accurate and complete
Manage all account opening inquiries and overseeing transfer of all documents and securities.
Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners
Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient, and seamless processing
Manage and execute client transactions with respect to banking, credit, and investment products, over the phone and sometimes in person. Ensure transactions are completed within audit and compliance standards as well as timely
Take ownership of client investigations (e.g., fraud enquiries, statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
Provide the highest level of customer service and teamwork to Banking teams and other internal partners
Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible

**Qualifications**:
3-5 years of experience in the financial industry
Bachelor’s / University Degree or equivalent experience
Client facing experience, preferably in the financial services industry; strong background and interest in the fields of operations and compliance
Knowledge of investments, banking and credit products preferred
Ability to multi-task, prioritize and work well under pressure
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Mandarin or French preferred
--------------------------------------------
- **Job Family Group**: Private Client Coverage
--------------------------------------------
- **Job Family**: Client Onboarding
-------------------------------------------------
- **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


  • Accounting Analyst

    4 weeks ago


    Montréal, Canada Cosmetic Physician Partners Full time

    We are in the process of creating the leading network of physician-led medical aesthetic clinics in the US. By providing our clinics with exceptional support from a top-notch leadership team, leading support services, and an iconic brand experience, we achieve outstanding results that enhance the lives of our clients and team members. We are looking for a...

  • Citi Private Bank

    2 weeks ago


    Montréal, Canada Citi Full time

    The Client Account Analyst 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,...


  • Montréal, Canada Miller Thomson LLP Full time

    **Please note, the French version is below**: Miller Thomson LLP is one of Canada's fastest growing national business law firms, with offices located in Vancouver, Calgary, Edmonton, Regina, Saskatoon, London, Kitchener-Waterloo, Guelph, Toronto, Markham, Vaughan and Montréal. Our consistent ability to provide practical, creative and cost-effective advice,...


  • Montréal, Canada RGA Full time

    **Position Overview** Reinsurance Group of America, Incorporated (NYSE: RGA) is one of the largest global providers of life reinsurance, with offices around the world. RGA delivers expert solutions in individual life reinsurance, individual living benefits reinsurance, group reinsurance, financial solutions, facultative underwriting and product development....

  • Accounting Analyst

    3 weeks ago


    Montréal, Canada Valsoft Full time

    **Valsoft Corporation is currently looking for an Accounting Analyst to join the Finance & Accounting Team!** **Here is a little window into our company**: Valsoft's** **focus is to acquire and grow vertical software businesses that provide mission-critical solutions in their respective niche or market. Since 2015, we have acquired over 50 businesses;...


  • Montréal, Canada Citi Full time

    The Client Account 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,...


  • Montréal, Canada Ray-Mont Logistics Full time

    Company Description Ray-Mont Logistics is a dynamic organization focused on becoming the essential link in the international business logistics supply chain. We provide various operational logistics services such as loading, transportation and storage of surplus products. Ray-Mont Logistics is currently seeking an Accounting Analyst to join its vibrant team....


  • Montréal, Canada Manulife Full time

    The 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...

  • Accounting Analyst

    2 weeks ago


    Montréal, Canada Richter Full time

    **Accounting Analyst - Audit Group** Recognized as one of the best employers in Montreal and continually searching for new talent, Richter is one of the most important independent accounting and consulting firms in Canada. Our firm stands out from other accounting firms because of the level of commitment and collaboration of its employees, who are the...


  • Montréal, Canada Keurig Dr Pepper Full time

    **Overview**: Analayste recouvrement** Montreal Hybride, 3 jours par semaine au bureau **Temporaire, 8 mois** **L’Analyste de recouvrement** travaille en collaboration avec le superviseur et le Sr analyste. Il est responsable des tâches suivantes: veiller à préserver la relation client et l’image de l’entreprise, gérer les litiges éventuels en...


  • Montréal, Canada Keurig Dr Pepper Full time

    Job Overview: **Analayste recouvrement** **Aper**ç**u de l**’**emploi** L’Analyste de recouvrement travaille en collaboration avec le superviseur et le Sr analyste. Il est responsable des tâches suivantes: veiller à préserver la relation client et l’image de l’entreprise, gérer les litiges éventuels en liaison avec les équipes internes...

  • Accounting Analyst

    2 weeks ago


    Montréal, Canada Poka Full time

    Poka is looking for an Accounting Analyst to join our fire team! Under the supervision of the Controller and in collaboration with the Assistant Controller, this is your chance to make an impact in a growing technology company with clients all over the world by executing the financial accounting of the company. As Poka is a start-up, we must be open-minded,...


  • Montréal, Canada BNP Paribas Full time

    ANALYST ACCOUNTING PRODUCTION (JOB NUMBER: FIN-050522-001-MAD) 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...

  • Accounting Analyst

    4 weeks ago


    Montréal, Canada Logibec Inc Full time

    Are you looking for an employer where your experience as a ACCOUNTING ANALYST will be put to good use? Are you looking for a new and exciting challenge that will fulfill your sense of accomplishment? Dare to take the leap and come take up the challenge within our growing company. **ROLE SUMMARY** Reporting to the Controller, the Accounting Analyst plays an...

  • Accounting Analyst

    4 weeks ago


    Montréal, Canada Groupe Vision New Look Inc Full time

    **About New Look Vision Group** **New Look Vision Group**, headquartered in Montreal, Canada, is the - **leading provider** of eye care products and services across Canada and is - **rapidly expanding** in the United States. The Group has retail sales of optical products which can be grouped into four principal categories: - Prescription and...


  • 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....

  • Accounting Analyst

    3 weeks ago


    Montréal, Canada Logibec Inc Full time

    Are you looking for an employer where your experience as a ACCOUNTING ANALYST will be put to good use? Are you looking for a new and exciting challenge that will fulfill your sense of accomplishment? Dare to take the leap and come take up the challenge within our growing company. **ROLE SUMMARY** Reporting to the Controller, the Accounting Analyst plays...


  • Montréal, Canada Citi Full time

    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,...


  • Montréal, Canada Manulife Full time

    We 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...

  • Accounting Analyst

    4 weeks ago


    Montréal, Canada BNP Paribas Full time

    In a changing world, unprecedented challenges require unmatched talent. Join one of Montreal's Top Employers in 2024. We are a dynamic and growing organization having its main establishment located in downtown Montreal and part of a leading international banking institution fully committed to building a more sustainable future. Note that the position may be...