Citi Wealth at Work - Law Firm Group - Compliance Associate Banker Job at Citi
The LFG Banker Assistant Specialist role is an integral part of the sales organization of Citi Private Bank U.S. and Canada. The LFG Banker Assistant Specialist will provide analytical support with a strong focus on compliance to Law Firm Group Private Bankers and internal staff. The LFG Banker Assistant Specialist will also evaluate and review all current client relationships to ensure all information is accurate and up to date.
Key Responsibilities:
- Existing Client Business Relationship Support/ Compliance Oversight and Controls
- Work with Private Bankers in completing periodic reviews for existing client relationships; ensuring client financials and critical information remains current and potential changes to a client’s risk level are reflected accurately.
- Work on firm-wide business risk related projects requiring client data is updated per new regulatory requirements
- Gathers and analyzes client data, and generates reports for multiple banker teams to finalize periodic reviews
- Escalate situations, as appropriate, to Business Management, Risk and Compliance Officers
- Work with Technology to define system limitations and enhancements
- Revise processes and procedures to improve current workflow in regards to periodic reviews
- Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
- Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
- Detail-oriented
- Ability to multi-task
- Strong analytical, organizational, and project management skills
- Strong proficiency in Microsoft Excel, Word and Power Point a plus
- Knowledge banking and credit products required
- B.A. plus relevant financial services experience required
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Job Family Group:
Private Client Coverage-
Job Family:
Private Banker-
Time Type:
-
Primary Location:
Los Angeles California United States-
Primary Location Salary Range:
$85,000.00 - $154,780.00-
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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