Relationship Associate Job at Citi (Milano)

Relationship Associate

We are looking for a Relationship Associate to join our Citi Handlowy team in In...

Location

Poland , Krakow

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

min. 2 years of experience within commercial/corporate banking
Higher education (Bachelor's/Master's degree) or equivalent professional experience
The ability to think analytically and knowledge of data analysis tools and methodologies
Meticulousness in making judgments and recommendations based on the analysis of information
Developed communication and diplomatic skills, essential for exchanging complex and confidential information
Must be fluent in Polish and English

Job Responsibility

Supporting Relationship Managers in managing the portfolio of existing customer relationships
Building lasting relationships and effectively managing issue escalations
Ensuring the timely fulfillment of regulatory requirements, including the Know Your Client (KYC) process
Assisting clients in accessing Citi's global network, providing them with product support and local service worldwide
Actively participating in the onboarding process for new clients and their branches, from KYC verification to initial credit arrangements
Coordinating credit applications and their approval processes within Citi's global network
Identifying new revenue opportunities and positioning selected products in the client offering
Monitoring the utilization of credit lines and ensuring that credit documentation is up to date
Assessing risk when making business decisions, safeguarding the company's reputation and Citigroup's assets

What we offer

Employer paid Defined Contribution Pension Plan contribution of 7% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Extra days off provided to employees celebrating significant service anniversaries, with eligibility occurring every five years

Fulltime

Client Relationship Associate

Robert Half Financial Services are currently recruiting for a Client Relationshi...

Location

United States , New York

Salary:

90000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking
Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
Knowledge of Tamarac CRM system is advantageous
Excellent verbal and written communication skills
Bachelor degree

Job Responsibility

Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
Continually develop and strengthen relationships with clients
Provide timely and accurate responses to operational and administrative client inquiries
Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
Manage all communication between clients and the firm’s custodians
Prepare for and complete special projects throughout the year
Consistently identify opportunities the company to improve its client service and/or operations capabilities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

Citi Commercial Bank Relationship Associate - Industrials (AVP)

Citi Commercial Bank (CCB) has operations in over 40 countries with local expert...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience working within Banking
Previous experience in a client facing role
Knowledge of general banking processes, onboarding processes and cash management & liquidity
Relationship skills with the ability to build and maintain an effective network across the broader Citi organization
Strong organisational skills with the ability to multi-task
Build strong client relationships to become primary client contact for standard requests
Effective collaboration across the organization within CCB and across Citi broadly
Proficiency with Microsoft and CRM applications
Understanding of product implementation and client onboarding process advantageous
Educated to degree level or equivalent

Job Responsibility

Work closely with Relationship Managers to provide a 'client first' approach and help to deliver outstanding day to day banking and operational support to Mid-Market clients
Effectively collates client information and anticipates bankers' needs to support productive client and prospect discussions
Confidently represents Banking coverage during client meetings
Supports the engagement and introduction of local coverage teams
assists clients when navigating extensive Citi network, engaging appropriate local coverage and product and service support and delivery
Builds relationships across the Citi network and operational teams, becoming a key contact for client requests, internal requests/escalation and resolution
Work collaboratively with internal stakeholders across Citi to share best practices across teams in order to deliver 'best in class' relationship management to new and existing clients
Strong understanding of Commercial Banking processes and solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products
Able to identify and further cross sell across the Citi product suite
Manage existing portfolio of key client relationships for transaction level support

Fulltime

Senior Customer Relationship Associate

Our client is a leader in designing and manufacturing life-saving products, is s...

Location

United Kingdom , Abingdon

Salary:

35000.00 GBP / Year

PLANET RECRUITMENT SERVICES LTD

Expiration Date

Until further notice

Requirements

Experience in a senior customer-facing role
Strong leadership and communication skills
Proficiency in managing team performance and KPIs
Ability to handle complex customer issues efficiently

Job Responsibility

Assist the Manager in monitoring team performance to meet KPIs and deliver exceptional customer service
Provide frontline support to customers, processing orders and quotes, addressing inquiries, and resolving issues
Oversee scheduling, workflow management, and resource allocation to ensure smooth operations
Monitor workload, team performance, and compliance with KPIs, offering guidance to maintain high service standards
Assist with onboarding and training new team members, providing feedback to improve service quality and efficiency
Step into managerial duties during the Manager’s absence, including motivating the team and making staffing decisions
Identify and implement process improvements to enhance team efficiency and customer satisfaction
Maintain written procedures in line with company processes

What we offer

Generous company pension
Hybrid working arrangements
Company shares
Health cash plan
Eyecare scheme
Corporate life insurance
25 days holiday
Birthday off
Holiday purchase options
Paid parental leave

Fulltime

Associate Relationship Manager

Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relat...

Location

United States , Richmond; Roanoke; Virginia Beach

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

Requirements

2+ years of Commercial Banking Relationship Management or Credit Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Perform a variety of job assignments to develop key skills and gain a working knowledge of the organization
Participate in developing, retaining, and growing low to moderately complex client relationships through the art of relationship management by understanding the needs and priorities of clients and financial decision makers
Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions
Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Present recommendations for resolving low to moderately complex situations and exercise independent judgement while developing expertise in the relevant policies, procedures, and compliance requirements within the Commercial Banking Relationship Management group
Collaborate and consult with peers, colleagues, and managers to resolve client issues while achieving business objectives, helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements
Participate in relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Support business development in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

What we offer

Relocation assistance may be available for this program

Fulltime

Order Management & Customer Relationship Associate

Artemest is a company specialized in Italian craftsmanship and contemporary desi...

Location

Italy , Milan

Salary:

Not provided

artemest

Expiration Date

Until further notice

Requirements

1–3 years of professional experience in customer service, order management, post-sales, or operations within an international environment
Bachelor’s degree in humanities, linguistics, communication, business, or related disciplines, ideally with an international orientation
Proven ability to handle the full order lifecycle, from confirmation to delivery, ensuring high standards of service
Demonstrated ability to manage multiple priorities and complex orders simultaneously
Strong problem-solving and organizational skills, with a results-driven and solution-oriented mindset
Excellent communication skills, with the ability to manage relationships and support negotiations with both clients and suppliers
High attention to detail, precision, flexibility, and a proactive, entrepreneurial approach
Good knowledge of ERP/CRM systems (particularly Salesforce and SAP) is highly valued
Native Italian speaker with professional proficiency in English
knowledge of additional languages (e.g., French or German) is a plus

Job Responsibility

Deliver high-quality customer support (in English) via e-mail and phone, ensuring a professional and personalized service
Manage the full order lifecycle, acting as the primary point of contact for artisans and customers on all order-related matters
Anticipate and resolve operational issues after order confirmation (e.g., production or delivery delays) and during shipping (e.g., customs clearance)
Build and maintain strong relationships with artisans, recommending the most effective solutions to balance client needs and company objectives
Collaborate closely with internal teams (Logistics, Marketplace, Finance, Technology, Sales, and Mercati) to guarantee a seamless order and customer experience, with strong focus on cross-team alignment
Take ownership of cross-team projects and develop leadership skills, including autonomous management of complex orders and mentoring junior team members
Identify opportunities to optimize internal order management and customer care processes, sharing insights and proposing improvements
Support initiatives aimed at enhancing customer satisfaction and long-term loyalty

What we offer

Positive workplace
Benefits (special prices on Artemest.com, meal vouchers, discounts at restaurants, cafés, gyms, and other stores)
Office stocked with fresh fruit, coffee, tea, and water
Entrepreneurial mentality
Innovative and tech-oriented environment

Fulltime

Senior Customer Relationship Associate

Our client is a leader in designing and manufacturing life-saving products, is s...

Location

United Kingdom , Abingdon

Salary:

35000.00 GBP / Year

PLANET RECRUITMENT SERVICES LTD

Expiration Date

Until further notice

Requirements

Experience in a senior customer-facing role
Strong leadership and communication skills
Proficiency in managing team performance and KPIs
Ability to handle complex customer issues efficiently

Job Responsibility

Assist the Manager in monitoring team performance to meet KPIs and deliver exceptional customer service
Provide frontline support to customers, processing orders and quotes, addressing inquiries, and resolving issues
Oversee scheduling, workflow management, and resource allocation to ensure smooth operations
Monitor workload, team performance, and compliance with KPIs, offering guidance to maintain high service standards
Assist with onboarding and training new team members, providing feedback to improve service quality and efficiency
Step into managerial duties during the Manager’s absence, including motivating the team and making staffing decisions
Identify and implement process improvements to enhance team efficiency and customer satisfaction
Maintain written procedures in line with company processes

What we offer

Generous company pension
Hybrid working arrangements
Company shares
Health cash plan
Eyecare scheme
Corporate life insurance
25 days holiday
Birthday off
Holiday purchase options
Paid parental leave

Fulltime

Client Relationship Associate

This is a great opportunity for someone who thrives in a fast-paced, detail-driv...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
1+ year of experience in a financial services, operations, or data-focused role in Wealth Management
Strong attention to detail and comfort working with high-volume, time-sensitive tasks
Highly dependable with the ability to work independently in a structured trading schedule
Strong organizational skills and a mindset focused on precision and accountability

Job Responsibility

Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed
Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity
Ensure data accuracy and clean trade entry across all transactions
Collaborate directly with custodians’ trading desks to resolve discrepancies and execution issues
Monitor daily trading activity and escalate any operational or risk-related concerns
Partner with the investment team on reporting, ad hoc analysis, and process improvements
Help enhance and streamline trading workflows as the firm continues to scale

What we offer

Medical, dental, and vision coverage
401(k) with 3% employer match
PTO starting at 13 days (growing to 18 days with tenure) plus standard holidays
Stable, long-term environment with a supportive and experienced team

Fulltime

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Relationship Associate

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