Client Service Analyst
3 days 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 **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
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Client Services Analyst
2 weeks ago
Vancouver, Canada Aquanow Full timeClient Services Analyst This range is provided by Aquanow. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$55,000.00/yr - CA$65,000.00/yr About us Aquanow is a trading and technology company powering the next generation of financial services. We’re at the forefront of the rapidly...
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Client Services Analyst
3 weeks ago
Vancouver, Canada Aquanow Full timeAbout usAquanow is a trading and technology company powering the next generation of financial services. We’re at the forefront of the rapidly evolving digital asset space, empowering businesses to navigate the complexities of cryptocurrencies and blockchain technologies. As a leading provider of infrastructure solutions, we offer innovative services in...
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Client Services Analyst
3 weeks ago
Vancouver, Canada Aquanow Full timeAbout us Aquanow is a trading and technology company powering the next generation of financial services. We're at the forefront of the rapidly evolving digital asset space, empowering businesses to navigate the complexities of cryptocurrencies and blockchain technologies. As a leading provider of infrastructure solutions, we offer innovative services in...
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Client Services Analyst
4 weeks ago
Vancouver, BC, Canada Aquanow Full timeAbout us Aquanow is a trading and technology company powering the next generation of financial services. We're at the forefront of the rapidly evolving digital asset space, empowering businesses to navigate the complexities of cryptocurrencies and blockchain technologies. As a leading provider of infrastructure solutions, we offer innovative services in...
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Hybrid FinTech Client Services Analyst — Growth
2 weeks ago
Vancouver, Canada Aquanow Full timeA leading financial services firm is seeking an Entry-level Client Services Analyst for its Vancouver office. This full-time role involves serving as the first point of contact for institutional clients, managing client inquiries, and assisting with payment and reporting processes. The ideal candidate will have strong communication skills and a background in...
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ISL 21R
2 weeks ago
Vancouver, Canada BC Public Service Agency Full timePosting Title ISL 21R - Jr Analyst Technical Services Position Classification Information Systems R21 Union N/A Work Options Hybrid Location Victoria, BC V9B 6X2 CA (Primary) Salary Range $71,853.58 - $81,702.30 per annum Close Date 1/26/2026 Job Type Regular Full Time Temporary End Date Ministry/Organization Elections BC Ministry Branch / Division...
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Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Client Relationship Analyst, Client Solutions Team** **Connor,** **Clark & Lunn Investment Management Ltd.** **Vancouver, BC** We are an award-winning client service team, responsible for managing all aspects of the firm’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our...
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Isl 18r
2 weeks ago
Vancouver, Canada BC Public Service Full timePosting Title - ISL 18R - Service Desk Analyst - Position Classification - Information Systems R18 - Union - N/A - Work Options - On-Site - Location - Vancouver, BC V6B 0N8 CA (Primary) - Salary Range - $64,123.59 - $72,674.35 annually - Close Date - 6/24/2025 - Job Type - Regular Full Time - Temporary End Date - Ministry/Organization - BC Public Service ->...
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Client Onboarding Analyst
5 days ago
Vancouver, Canada Citi Full timeThe Client Onboarding 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,...
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Vancouver, British Columbia, Canada Connor, Clark & Lunn Financial Group (CC&L) Full timeConnor, Clark & Lunn Financial Group (CC&L)15 days agoHybridVancouver, BC$90,000 - $130,000/annuallyMid LevelAbout the roleClient Relationship Analyst, Client Solutions TeamConnor, Clark & Lunn Investment Management Ltd.Vancouver, BCWe are an award-winning client service team, responsible for managing all aspects of the firm's interactions with our...
