Client Service Analyst Job at Robert Half (San Francisco)

Customer Service Analyst

The Customer Service Analyst is an intermediate-level position responsible for p...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in customer service preferred
Proficiency in English and another European language (Spanish, German or French)
Computer proficiency
Consistently demonstrate clear and concise written and verbal communication
Proven investigative and analytical skills
Demonstrated ability to present concepts and influence change
Consistently deliver high-quality customer service with focus on building client relationship and achieving quality results
Proven ability to work under limited supervision within a team environment

Job Responsibility

Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated, and resolved timely and professionally and in line with departmental standards
Provide coaching, support to team, and serve a point of contact for escalation
Develop and maintain client portfolio through regular calls and face to face interaction, as needed
Inform clients about problems (system failures, market issues) and provide regular resolution updates
Advise on and advocate the implementation of process improvement and reengineering to improve client experience
Maintain knowledge of new market and regulatory requirements affecting client portfolio/base
Escalate customer feedback, processing delays and errors appropriately
Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary
Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Additional benefits that support you (and your family) to be well, live well and save well

Fulltime

Customer Service Analyst

Entry-level position responsible for assisting in customer related activities an...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bilingual proficiency in Spanish and English (oral and written) required
additional European languages (e.g., Italian, German) preferred
Excellent verbal and written communication skills with proven experience in a business or financial environment
Superior investigative and analytical skills including ability to understand and interpret statistics and metrics
Proven ability in problem-solving and crisis management
Exceptional planning, organizational, time management, and prioritization skills
Highly accountable, self-reliant, and results-oriented with ability to influence stakeholders
Demonstrated experience in driving process improvements
Strong influencing and persuasion skills capable of engaging effectively with colleagues and clients

Job Responsibility

Manage portfolio of high-profile clients ensuring timely and professional resolution of all queries and issues
Proactively identify, investigate, and resolve client problems collaborating with internal teams and escalating when necessary
Drive client satisfaction through regular proactive engagement, calls, visits, and clear communication on critical updates
Provide and analyze client performance data (MIS/scorecards) to enhance productivity and promote self-service solutions
Initiate and support digitization projects focused on query reduction and increased adoption of self-service tools
Coordinate special transactions (e.g., mergers, acquisitions) and ensure adherence to all departmental standards, KPIs, and robust control environment
Maintain up-to-date knowledge of market and regulatory requirements impacting client portfolio
Ensure comprehensive logging and management of all client interactions within designated service tracking system
Provide comprehensive guidance and support to clients on both global and local payment procedures via phone and email
Act as language resource for Top 650 clients providing support in Spanish to facilitate effective communication and expedite issue resolution

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Benefits supporting well-being, living well and saving well
Inclusive workplace environment

Fulltime

Reference Data Services Analyst

The Reference Data Services Analyst 2 is a developing professional role. Applies...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience in client/counterparty/account data management within a global financial services organization
Good awareness of client needs/expectations
Financial services related qualifications (e.g. IAQ or similar)
Bachelor's/University degree or equivalent experience

Job Responsibility

Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams
Identify opportunities for improvements to quality of data and client service levels
Acts as backup for manager
Provides direction and guidance to team, evaluating performance, making recommendations and identifying training requirements
Responsible for the successful management and delivery of project initiatives and for the supervision of junior staff to ensure delivery of their tasks which contribute to the projects
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup

Fulltime

Client Onboard Analyst

The Client Onboard Analyst 1 is a trainee professional role requiring a good kno...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in financial services preferred
knowledge of bank products in the scope of opening and maintaining of bank accounts
customer communication experience (internal/external)
knowledge on the field of finances and banking
flexibility, team spirit, loyalty
high attention to detail
good PC skills (Excel, Word)
fluent in both written and spoken English
ability to work under pressure and meet deadlines
proficient knowledge of English (written and spoken)

Job Responsibility

Processes client’s requests related to system set up including signatories’ updates and documentation lodgment
cooperates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
provides response to client and internal inquiries
prepares documentation for archiving
applies appropriate bank’s regulations while processing the requests
remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents
documents operation procedure updates
processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
verification and authorization of data entered in the systems
ensures all queries are dealt with in an efficient and timely manner

Fulltime

Data Client Support Analyst

As part of the broader Addepar Go-To-Market organisation, the Data Client Suppor...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Bachelor's degree or previous relevant experience
Previous work experience in the financial investment/advisory industry with strong understanding of capital markets, portfolio accounting, and customer relationship management
Outstanding communication and interpersonal skills with excellent attention to detail
Track record of demonstrating self-motivation, strong team-player mentality, and passion for delivering client-centric outcomes
Proactive and diligent in documenting team processes and finding opportunities to optimise team workflow efficiencies
Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications

Job Responsibility

Address client enquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs
Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification problems
Investigate client reported bugs and data processing exceptions, and triage with Engineering & Product when needed
Partner with Account Managers, Solutions Architects, and other members from GTM to drive alignment on data related issues and ensure positive outcomes for clients
Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services

What we offer

Reasonable accommodation for individuals with disabilities
Commitment to equal opportunity and diversity
Global flexible workforce model

Fulltime

Customer Service Junior Analyst

At Citi, we connect millions of people across hundreds of cities and countries e...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience
Fresh Graduates/Previous relevant experience preferred
Experience in customer service
Proven investigative, analytical and risk management skills
Demonstrated ability to present concepts and influence/lead change
Consistently demonstrate clear and concise written and verbal communication
Consistently deliver high-quality customer service with focus on building client relationship and achieving quality results
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Serve as single point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues
Ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards
Conduct necessary analyses to address client needs
Communicate resolutions to clients
Develop and maintain client portfolio through regular calls and face to face interaction, as needed
Inform clients about problems (system failures, market issues) and provide regular resolution updates
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

What we offer

Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Expanded Paid Parental Leave Policy
Access to an array of learning and development resources
Programs that help employees balance work and life

Fulltime

Client Onboarding Analyst

The position involves being part of a global team at Citi focused on solving com...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-5 years of experience in documentation review, account maintenance and/or related cash products preferred
Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills
Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile
Proficient in handling urgent and escalation cases and manage client and internal team expectations
Proficient knowledge of English and Hungarian

Job Responsibility

Communicate local and global clients via various channels
Collaborate with internal stakeholders to smoothen the process for the benefit of clients as well as strengthen it to lower the risk faced
Responsible for customer interaction, documentation issuance, review and system setups
Demonstrate high level of diligence, motivation and organizational skills
Focus on timely and accurate delivery of all account opening functions
Daily management of in-process and service related activities, ensuring account opening requirements are clearly defined to support all scenarios and maintenance requirements
Ensure consistent delivery of high quality service to customers and internal partners through meeting or exceeding customer expectations guided by service level agreements and efficiency/accuracy standards
Establish and maintains close working relationship with clients and within the team to facilitate an open and direct communication of issues, needs, queries, etc.

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work-life balance
Career progression opportunities across geographies and business lines

Fulltime

Client Onboarding Implementation Analyst

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for ac...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
Ability to manage complex integration solutions, working alongside Technical and Technology teams
Results orientation - evidence of proactively driving projects is the conclusion
Excellent communication
Organizational and planning skills
Negotiation, decision making and problem-solving skills
Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
Attention to detail and experience of working in a controlled environment

Job Responsibility

Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report project status, escalating effectively for on hold and slow-moving deals
Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
Effective maintenance and communication of MIS and project metrics
Provide ongoing senior management updates on key projects as required

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Client Service Analyst

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 21, 2026

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Requirements:

Additional Information:

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Job Posted:
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