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    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,...

Relationship Associate

hace 1 mes

Morelia, Michoacán de Ocampo, México Citi A tiempo completo

The Relationship Associate role at Citi involves monitoring processes and data, identifying policy gaps, and developing policies. This position requires strong analytical and problem-solving skills, as well as the ability to integrate disciplinary knowledge with industry practices.

Responsibilities:

• Provide day-to-day client servicing, handling and resolving client issues in a timely manner.
• Validate client data and documentation in relevant systems.
• Coordinate with internal departments to resolve client needs.
• Provide feedback to clients regarding emerging product needs, competitive practices, and process/product improvement ideas.
• Analyze client data and provide reporting as needed.

Requirements:

• 0-2 years of relevant experience.
• Bachelor's degree.

This job description provides a high-level overview of the types of work performed. Other job-related duties may be assigned as required.