Relationship Associate
hace 2 meses
The Relationship Associate 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**:
- Provide day-to-day client servicing, handle and provide timely resolution to client issues.
- Validates client data and documentation in relevant systems.
- Takes the lead to coordinate and follow-up across internal departments to solve client needs.
- Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
- Analyzes client data and provides reporting as needed.
**Qualifications**:
- 0-2 years relevant experience
**Education**:
- Bachelors degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Recién Egresados: Lic. Administración, Finanzas, Actuaria, Contabilidad, Economía, o a fin.
Experiência previa en puestos similares**Job Family Group**:
Commercial and Business Sales
- **Job Family**:
Commercial Sales Support
- **Time Type**:
Full time
- 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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