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Client Service Analyst (UAE Nationals Only) - Dubai

Citi

Banking & Financial Services

πŸ“ UAE
πŸ’Ό Full-time
πŸ•’ Posted 5 days ago

Job description

Role Overview

Client Service Analyst 2, Citi, Dubai. UAE Nationals only.

Role Purpose

Deliver wealth management services to Citi Private Bank clients by managing transactions, resolving client investigations, and maintaining accounts across banking, credit and investment products while ensuring compliance and operational integrity.

Key Responsibilities

Client Service Delivery

  • Deliver wealth management services to Citi Private Bank clients with guidance from Banker teams.
  • Manage and execute client transactions with respect to business and individual banking, credit and investment products.
  • Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
  • Obtain banker and client appointments to build upon existing or establish new relationships.

Transactions & Account Management

  • Ensure transactions are completed within audit and compliance standards as well as timely.
  • Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.

Investigations & Problem Resolution

  • 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.
  • Identify inconsistencies in data or results, define business issues and formulate recommendations on policies, procedures or practices.

Compliance & Risk Management

  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
  • 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.
  • Adhere to Policy, apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalate, manage and report control issues with transparency.

Business Development & Process Improvement

  • Identify and document new business opportunities for referral to banker or product specialist.
  • Perform responsibilities through proficient use of Citi applications and participate in service related process improvements.

Qualifications & Experience

  • 3–6 years relevant experience
  • Bachelor's degree or university degree or equivalent experience
  • 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

Skills & Competencies

  • Strong organizational and time management skills
  • Ability to prioritize per the needs of banker teams and clients
  • Problem-solving ability with demonstration of attention to detail
  • Data analysis skills
  • Strong verbal and written communication skills

Additional Information

  • Full-time position
  • Job Family Group: Private Client Coverage
  • Job Family: Client Services
  • Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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