Client Service Analyst (UAE Nationals Only) - Dubai

Tanqeeb; Abu Dhabi; On-site; AED 180,000 - 240,000; Full time

Job summary

Citi Private Bank in Abu Dhabi seeks a Client Service Analyst 2 to support wealth management clients. You will execute client transactions with guidance, ensure accuracy, and comply with audit standards while collaborating with banker and operations teams.

You should have 3-6 years of relevant experience, strong communication, and a background in operations and compliance. A Bachelor's degree is required for this full-time role.

Qualifications

• 3-6 years relevant experience.
• Ability to prioritize with strong organizational and time management skills.
• Ability to problem solve and analyze data with attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; background in operations and compliance; knowledge of investments, banking and credit products.

Responsibilities

• 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; ensure audits and compliance.
• Own client investigations and collaborate with operations and middle office for effective resolution.
• Coordinate account maintenance and reporting in Citi systems; update addresses, contact details, and account status.
• Enforce banking policies to ensure operational integrity while maintaining client satisfaction.
• Proactively arrange client visits and conduct service quality check-in calls.
• Obtain banker/client appointments to expand relationships.
• Identify and document new business opportunities for referrals.
• Perform tasks through Citi applications and contribute to process improvements.
• Assess risk in business decisions, ensuring compliance with laws and Citi policies.

Skills

Client-facing experience

Data analysis

Communication skills

Time management

Attention to detail

Education

Bachelor's degree

Job description

Job description

The Client Service Analyst 2 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

• Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
• 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.
• Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
• Obtain banker/client appointments to build upon existing or establish new relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.
• 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.

Qualifications

• 3-6 years relevant experience
• Ability to prioritize with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyzes data with demonstration of attention to detail
• Strong verbal and written communication skills
• 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

Education

• Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Client Services

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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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