The Service Analyst 1 is an entry-level position responsible for executing day to day customer service activities, while ensuring adherence to Citi’s policies and guidelines, in coordination with the Customer Service function.
The overall objective is to resolve client inquiries and issues and to provide on-going customer support.
Assist with the administration of compliance procedures and control systems for the business review department, including monitoring, researching and responding to compliance related inquiries across all product lines
Ensure accuracy of research and compliance advice provided to members of sales force team
Develop information regarding required changes in reports and procedures
Assist with the preparation of written and verbal reports for senior management on compliance program status, issues, trends and concerns
Support sales force and management by implementing recommendations concerning changes, improvements and enhancements
Apply knowledge of how the team interacts with others in order to accomplish Customer Service goals
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, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Previous relevant experience preferred
Series 6 and 26 License.
Fundamental understanding of industry regulations in the US and Canada, extensive understanding of systems, products and culture
Proven knowledge of securities, insurance and mortgage lending laws and regulations as they apply to sales practice issues affecting the sales force
Effective verbal and written communication
Influencing and relationship management skills
Proven ability to creatively solve problems
Bachelor’s / University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - PH
Time Type :
Citi is an equal opportunity and affirmative action employer.
Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.
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