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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.
Job Responsibility:
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
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
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
Requirements:
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
Use the monitoring systems to conduct in-depth analysis and provide the Global Voice Operations and Technical Support teams an immediate health check on the technology infrastructure that may be involved in the incident
Receive calls from internal clients or partners within CTI reporting business affecting high severity issues, which require immediate engagement and apply rapidly engage Global Voice Operations and Technical Support teams upon receipt of these types of calls
Perform highly effective monitoring in addition to event and fault management of the firm’s infrastructure and applications for Mexico
Provide rapid response to all actionable alerts in order to execute within the Global Voice Operations proactive based support model
Execution of periodic validations to prevent any issue related with alarms or high use of the several voice components under the management of Global Voice Operations (Be preventive)
Troubleshoot and provide client support for technology and infrastructure issues
Resolve simple, automated and scripted incidents
Execute or implement simple, automated and scripted changes or infrastructure requests
Availability to rotate schedules (Morning, afternoon, and evening)
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