Job Description

The Service Relationship Associate staff will provide excellent relationship management and account servicing support to Relationship Managers so that as a team, there is greater productivity in acquiring, deepening and broadening existing and potential relationships.

Responsibilities:

  • The Service Analyst, to review customer needs and pro-actively engage with the customer to validate the understanding of the needs and provide resolution based on customer needs.
  • 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.
  • Ensure consistently strong and proactive support is given to Relationship Managers through timely and error-free execution of trades, and all other aspects of service and customer relationship management.
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