The Client Reporting Group provides support in the following areas:
Financial Data Reconciliation
Investment Performance Measurement/Analysis
Quality Assurance over Legal Statements, Investment Reporting, Advice/Confirm generation and other various client reporting
Benchmarking and Investment fund analytics such as pricing and returns
Key Responsibilities include:
Proactively drive improvements across the various performance reporting processes
Validate performance andanalyze dispersions between accounts,assist inresolving issues related to client investment portfoliosby working with internal partners
Manage team deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks
Resolve issues with performance data in a timely manner
Communicate performance resolutions clearly and effectively with internal teams including bankers and Investment Counselors and their support staff
Detail-oriented and able to demonstrate ability to multi-task and produce high quality, accurate work in a time sensitive manner
Ability to understand and follow financial data processing lineage and how this data is used to calculate client account performance
Establishes, provides input, and tracks operational metrics and service level requirements to achieve business goals.
Manages the internal Client at Risk process & supports escalation resolution as necessary to facilitate timely resolution.
Resolves inquires and manages customer issues based on empowerment grid to higher prescribed limits.
Mentors and trains new Client Experience Specialists.
Uses excellent communication skills to exchange information in a concise manner, as well as be sensitive to audience diversity
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:
Proficient in Microsoft Office Applications (PowerPoint, Word, Excel, Outlook, Teams)
Working knowledge of SQL
Excellent attention to detail and excellent problem solving skills
Excellent interpersonal, verbal & written communication skills
Ability to thrive in a high volume team environment
Ability to educate clients on navigation and functionality in a virtual environment
Experience working directly with clients
Ability to analyze potential issues, document the relevant details and escalate to the appropriate tech/product
Excellent organizational, time management, and prioritization skills
Education:
Bachelors/University degree or equivalent experience