Customer Service Analyst (UAE Nationals Only) - DUBAI
Core
Deliver wealth management services to CITI PRIVATE BANK clients, manage client transactions, and handle client investigations and account maintenance.
Role type
Client Service Analyst 2 (Wealth Management Operations)
Builds
Client transaction execution, account maintenance, and service quality checks for private banking clients.
Domain
Banking / Wealth Management / Private Banking
Required skills
Client transaction management, client investigation resolution, account maintenance, banking policy enforcement, risk assessment, compliance adherence, data analysis, business opportunity identification
Preferred skills
Knowledge of investments, banking, and credit products, sales referral experience
Technologies
Citi applications
Responsibilities
Manage and execute client transactions for business and individual banking, credit, and investment products; Take ownership of client investigations and collaborate with operational teams; Coordinate account maintenance and reporting on WINS; Enforce banking policies to ensure operational integrity; Proactively arrange client visits and perform service quality check-in calls; Identify and document new business opportunities for referral; Appropriately assess risk and drive compliance with laws and regulations.
Seniority
Mid-level (3-6 years experience)