Business Analyst - Planning and Coordination
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Key skills for this role
About the Role
Provide sales support through process improvements, training, compliance, and risk assessment while demonstrating strong communication skills and industry knowledge.
Key Skills for This Role
Full Job Posting
Overview
- Provide sales support by designing and implementing process improvements
- Support new products, promotions, and projects defined by the business
- Resolve most issues by applying professional judgment when interpreting data and results
- Review and provide training material to sales and operations
- Support sales activities for high profile clients
- Provide administrative assistance for sales management teams
- Ensure sales team are compliant with regulations
- 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
- 2-5 years of relevant experience
- Required Licensing: Series 7 and Series 63
- Working knowledge of related industry practices and standards
- Consistently demonstrates clear and concise written and verbal communication
Education
- Bachelor s degree/University degree or equivalent experience
- This job description provides a high-level review of the types of work performed.
- Other job-related duties may be assigned as required.
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