2 Streamlining Processes Jobs

The Client Service Officer is a developing professional role that deals with most problems independently and has the latitude to solve complex issues. Integrating in-depth specialty area knowledge with industry standards and practices, you will have a good understanding of how your team and area collaborate with others to achieve subfunction/job family objectives. Your analytical thinking and knowledge of data analysis tools will be essential, requiring attention to detail in making judgments and recommendations based on factual information. You will typically handle variable issues with potentially broader business impact, applying professional judgment when interpreting data and results. Communication and diplomacy skills are key to exchanging potentially complex/sensitive information, impacting the businesses" core activities directly. The quality and timeliness of service you provide will affect the effectiveness of your team and other closely related teams. Responsibilities: - Strong client service mindset with a focus on delivering an exceptional client experience - Experience working in a servicing role within the Financial Services sector - Experience in a front/middle office environment dealing directly with clients - Excellent communication skills (oral, written, and verbal) - Experience with streamlining processes to increase efficiency - Understanding of FATCA/CRS Regulations is beneficial - Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams - Manage and execute client transactions ensuring compliance with audit and standards as well as timeliness - Take ownership of client investigations and collaborate with operational and middle office teams for effective resolution - Coordinate account maintenance for all products and reporting on WINS - Enforce banking policies and procedures to ensure operational integrity and high client satisfaction - Proactively arrange and participate in client visits, perform service quality check-in calls, and obtain banker/client appointments - Identify and document new business opportunities for referral - Utilize Citi applications proficiently and participate in service-related process improvements - Assess risks in business decisions, safeguarding Citigroup, its clients, and assets by driving compliance with laws and regulations Qualifications: - 5-7 years of relevant experience - Ability to multi-task with strong organizational and time management skills - Problem-solving and data analysis abilities with attention to detail - Strong verbal and written communication skills - Client-facing experience with a background in operations, compliance, and sales referral - Knowledge of investments, banking, and credit products - US Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days Education: - Bachelor's/University degree or equivalent experience Citi is an equal opportunity and affirmative action employer, welcoming all qualified interested applicants to apply for career opportunities. If you require a reasonable accommodation due to a disability, review the Accessibility at Citi guidelines.,

At PwC, as a member of the finance consulting team, you will specialize in providing consulting services related to financial management and strategy. Your role involves analyzing client needs, developing financial solutions, and offering guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will focus on improving the efficiency and effectiveness of financial operations within organizations. Your responsibilities will include assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. Additionally, you will provide guidance on financial systems implementation, process automation, and financial shared services. As a reliable and contributing member of a team, you are expected to adapt quickly, take ownership, and consistently deliver quality work that drives value for clients and contributes to the success of the team. Some examples of the skills, knowledge, and experiences required for success in this role include: - Applying a learning mindset and taking ownership for your own development - Appreciating diverse perspectives, needs, and feelings of others - Adopting habits to sustain high performance and develop your potential - Actively listening, asking questions to check understanding, and clearly expressing ideas - Seeking, reflecting on, acting on, and giving feedback - Gathering information from various sources to analyze facts and discern patterns - Committing to understanding how the business works and building commercial awareness - Learning and applying professional and technical standards In managed services at PwC, the focus is on providing outsourced solutions and supporting clients across various functions. Professionals in this role help organizations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. They leverage skills in project management, technology, and process optimization to deliver high-quality services to clients. To excel in this role, you will need to monitor key performance indicators, follow client and regulatory requirements for data protection and compliance, identify and execute continuous improvement activities, and apply a learning mindset for your own development. You should also appreciate diverse perspectives, sustain high performance habits, actively listen, gather information for analysis, and uphold professional and technical standards. Basic Qualifications: - Bachelor's Degree in accounting, finance, or a related field - Minimum of 6 years of experience Preferred Qualifications: - Experience with SAP, S4Hana, and Blackline - Proficiency in using Microsoft Office applications - Fluency in one or more APAC region languages (Note: The above job description is based on the provided information and tailored for clarity and proper formatting.),