Investment Services Analyst
hace 1 mes
The Investment Services Analyst plays a vital role in supporting the sales team at Citi. This is a developing professional position that requires the ability to monitor, assess, analyze, and evaluate processes and data. The successful candidate will identify policy gaps, formulate policies, interpret data, and make recommendations. They will also research and interpret factual information, identifying inconsistencies in data or results and formulating recommendations on policies, procedures, or practices.
**Responsibilities:**
As an Investment Services Analyst, you will provide day-to-day client servicing, handle, and provide timely resolution to client issues. You will validate client data and documentation in relevant systems, take the lead to coordinate and follow-up across internal departments to solve client needs, and provide feedback to clients related to emerging product needs, competitive practices, and ideas on process/product improvement. Additionally, you will analyze client data and provide reporting as needed.
**Qualifications and Requirements:**
To succeed in this role, you should have 0-2 years of relevant experience and a Bachelor's degree. It is desirable to have Certification AMIB Figura 3, knowledge of implementations/projects, and basic knowledge of investments. If you are passionate about providing exceptional client service and support, this could be the perfect opportunity for you.
**Compensation and Benefits:**
The salary for this role is estimated to be around $60,000 - $80,000 per year, depending on location and experience. As a full-time employee of Citi, you will receive a comprehensive benefits package, including health insurance, retirement savings, and paid time off.
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