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client services analyst

United States Citigroup

<p><b style="font-size: 13px;">You're the brains behind our work.</b></p><div> <p>You re ready to bring your knowledge from the classroom to the workplace, and Citi wants to help you get there. Whether it s honing your skills or building your network, we know that success comes with growth. Our full-time Services analyst program equips you with the tools, training, and hands-on experience you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility career growth is not a question of if, but when.</p> <p> <br> <b>What is Services?</b> <br>Citi s Services organization plays a crucial role in supporting institutional clients through a wide range of innovative solutions, enabling them to navigate complex financial landscapes. Our business provides integrated cash management and trade finance solutions to help multinational corporations, financial institutions, and public sector organizations optimize liquidity, working capital, and streamline transactions globally. Our business also delivers custody, fund administration, collateral management, and performance analytics, helping asset managers, institutional investors, and financial institutions efficiently manage and safeguard assets. With our global reach, including presence in over 90 countries, cutting-edge technology, and client-first approach, we provide seamless solutions that drive business success in an evolving financial world.</p> <p> <br> <b>We provide you with the knowledge and skills you need to succeed.</b> <br>The Services Analyst Program is a 2.5-year rotational program designed to help you build a broad skill set and accelerate your career growth by gaining exposure to multiple areas within the Services business. The program begins in July and starts with an intensive training and orientation to give you a strong foundation in both the business and Citi's culture. You will then rotate across two different roles within Services based on your interests and the needs of the business, gaining meaningful experience through hands-on projects and exposure to senior leaders.</p> <p> <br> <b>Your time here will look something like this:</b> </p> <ul> <li> <p>Conduct market research to assess industry trends and the impact of macroeconomic factors.</p> </li> <li> <p>Develop materials that support business development, product commercialization, and revenue growth.</p> </li> <li> <p>Assist with process optimization initiatives to enhance efficiency and mitigate risk.</p> </li> <li> <p>Analyze client data to identify opportunities and improve service offerings.</p> </li> <li> <p>Prepare reports and presentations for internal stakeholders and senior leadership.</p> </li> <li> <p>Participate in networking events, training sessions, and leadership discussions to strengthen your personal and professional development.</p> </li> </ul> <p> </p> <p> <b>We want to hear from you if...</b> </p> <ul> <li> <p>You are in your final year of university, graduating in Summer 2026.</p> </li> <li> <p>You have strong analytical and problem-solving skills.</p> </li> <li> <p>You are proficient in Microsoft Excel (e.g., data analysis, lookups, basic modeling) and have working knowledge of PowerPoint and Outlook.</p> </li> <li> <p>You have an interest in financial services and a drive to learn.</p> </li> </ul> <p> </p> <p> <b>Who we think will be a great fit...</b> <br>We re looking for motivated individuals who are eager to start their careers at a global organization, tend to think strategically, have an innovative approach to business, and value diversity as much as we do. We know that anyone not just those with business degrees can have a knack for business, so we re open to all disciplines. We ll also be looking for:</p> <ul> <li> <p>Strong interpersonal and relationship-building skills.</p> </li> <li> <p>Excellent communication skills.</p> </li> <li> <p>A high level of accuracy, time management, and attention to detail.</p> </li> <li> <p>Solid organizational skills and ability to work autonomously   self-starter.</p> </li> <li> <p>A high level of personal integrity, commitment to excellence, and a strong desire to learn.</p> </li> <li> <p>Resilience to thrive in a fast-paced, high-volume environment.</p> </li> <li> <p>A sense of urgency and the ability to execute quickly and efficiently.</p></li></ul></div>

Services - Full-Time Analyst

Kaizen Asset Management Services

<div><h3 class="jobSectionHeader"><b>Job Summary:</b></h3><p>
The <b>CRM &amp; Reporting Analyst</b> at Kaizen Asset Management Services is responsible for managing and analyzing customer relationship management (CRM) data and generating reports that facilitate strategic decision-making. This role involves working closely with various teams to optimize CRM processes, analyze client interactions, and enhance client engagement through data-driven insights.</p><h3 class="jobSectionHeader"><b>
Key Responsibilities:</b></h3><ul>
<li>Manage and maintain the CRM database, ensuring accuracy and completeness of client records.</li>
<li>Analyze CRM data to identify patterns, trends, and opportunities for enhancing client relationships.</li>
<li>Generate and present detailed reports on client engagement, sales activities, and overall CRM performance metrics.</li>
<li>Work collaboratively with sales and marketing teams to optimize CRM campaigns and track performance.</li>
<li>Develop and implement automated reporting tools and dashboards for real-time access to CRM data.</li>
<li>Train and support team members in effectively utilizing the CRM system and reporting tools.</li>
<li>Identify and implement best practices for data entry, management, and reporting processes to improve efficiency.</li>
<li>Collaborate with IT to troubleshoot and enhance CRM system functionalities as needed.</li>
<li>Ensure compliance with data privacy regulations and company policies regarding client information.</li>
<li>Support strategic initiatives by providing insights derived from CRM analyses to senior management.</li>
</ul><p><b>Requirements</b></p><ul>
<li>Bachelor's degree in Business Administration, Data Analytics, or a related field.</li>
<li>Proven experience in CRM management, data analysis, or reporting.</li>
<li>Strong proficiency in CRM software (e.g., Salesforce, HubSpot) and reporting tools (e.g., Tableau, Power BI).</li>
<li>Excellent analytical skills with a keen attention to detail.</li>
<li>Strong communication and presentation skills.</li>
<li>Ability to work collaboratively across teams and manage multiple projects simultaneously.</li>
<li>Experience with Excel, including advanced formulas and data manipulation.</li>
<li>Familiarity with data privacy regulations and best practices in client data management.</li>
<li>Prior experience in the property management or real estate industry is a plus.</li></ul></div>

CRM & Reporting Analyst

<div> <p> <b>Discover your future at Citi</b> </p> </div> <div> <div> <div> <div> <p>Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you ll have the opportunity to grow your career, give back to your community and make a real impact.</p> <p> </p> <p> <b>You're the brains behind our work.</b> </p> <p>You re ready to bring your knowledge from the classroom to the workplace, and Citi wants to help you get there. Whether it s honing your skills or building your network, we know that success comes with growth. Our full-time Services analyst program equips you with the tools, training, and hands-on experience you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility career growth is not a question of if, but when.</p> <p> <br> <b>What is Services?</b> <br>Citi s Services organization plays a crucial role in supporting institutional clients through a wide range of innovative solutions, enabling them to navigate complex financial landscapes. Our business provides integrated cash management and trade finance solutions to help multinational corporations, financial institutions, and public sector organizations optimize liquidity, working capital, and streamline transactions globally. Our business also delivers custody, fund administration, collateral management, and performance analytics, helping asset managers, institutional investors, and financial institutions efficiently manage and safeguard assets. With our global reach, including presence in over 90 countries, cutting-edge technology, and client-first approach, we provide seamless solutions that drive business success in an evolving financial world.</p> <p> <br> <b>We provide you with the knowledge and skills you need to succeed.</b> <br>The Services Analyst Program is a 2.5-year rotational program designed to help you build a broad skill set and accelerate your career growth by gaining exposure to multiple areas within the Services business. The program begins in July and starts with an intensive training and orientation to give you a strong foundation in both the business and Citi's culture. You will then rotate across two different roles within Services based on your interests and the needs of the business, gaining meaningful experience through hands-on projects and exposure to senior leaders.</p> <p> <br> <b>Your time here will look something like this:</b> </p> <ul> <li> <p>Conduct market research to assess industry trends and the impact of macroeconomic factors.</p> </li> <li> <p>Develop materials that support business development, product commercialization, and revenue growth.</p> </li> <li> <p>Assist with process optimization initiatives to enhance efficiency and mitigate risk.</p> </li> <li> <p>Analyze client data to identify opportunities and improve service offerings.</p> </li> <li> <p>Prepare reports and presentations for internal stakeholders and senior leadership.</p> </li> <li> <p>Participate in networking events, training sessions, and leadership discussions to strengthen your personal and professional development.</p> </li> </ul> <p> </p> <p> <b>We want to hear from you if...</b> </p> <ul> <li> <p>You are in your final year of university, graduating in Summer 2026.</p> </li> <li> <p>You have strong analytical and problem-solving skills.</p> </li> <li> <p>You are proficient in Microsoft Excel (e.g., data analysis, lookups, basic modeling) and have working knowledge of PowerPoint and Outlook.</p> </li> <li> <p>You have an interest in financial services and a drive to learn.</p> </li> </ul> <p> </p> <p> <b>Who we think will be a great fit...</b> <br>We re looking for motivated individuals who are eager to start their careers at a global organization, tend to think strategically, have an innovative approach to business, and value diversity as much as we do. We know that anyone not just those with business degrees can have a knack for business, so we re open to all disciplines. We ll also be looking for:</p> <ul> <li> <p>Strong interpersonal and relationship-building skills.</p> </li> <li> <p>Excellent communication skills.</p> </li> <li> <p>A high level of accuracy, time management, and attention to detail.</p> </li> <li> <p>Solid organizational skills and ability to work autonomously   self-starter.</p> </li> <li> <p>A high level of personal integrity, commitment to excellence, and a strong desire to learn.</p> </li> <li> <p>Resilience to thrive in a fast-paced, high-volume environment.</p> </li> <li> <p>A sense of urgency and the ability to execute quickly and efficiently.</p> </li> </ul> <p> </p> <p> <b>Your future at Citi</b> <br>During the program, you will have access to mentorship, career development sessions, and networking opportunities with senior leaders and professionals across Citi. This experience is designed to provide you with a strong foundation to launch a long-term career within the firm.</p> <p> <br>Launch your career with Citi and be part of shaping the future of financial services!</p> </div> </div> </div> </div> <p> <span> <span> <span> <span> <span> <span> <span> <span> <span> <span> <span>------------------------------------------------------</span> </span> </span> </span> </span> </span> </span> </span> </span> </span> </span> </p> <p> <b>Job Family Group: </b> </p>Product Management and Development<p> <span> <span> <span> <span> <span> <span> <span> <span> <span> <span> <span>------------------------------------------------------</span> </span> </span> </span> </span> </span> </span> </span> </span> </span> </span> </p> <p> <b>Job Family:</b> </p>Market Segments and Services<p> <span> <span> <span> <span> <span> <span> <span>------------------------------------------------------</span> </span> </span> </span> </span> </span> </span> </p> <p> <b>Time Type:</b> </p>Full time<p> <span>------------------------------------------------------</span> </p> <p> <b>Most Relevant Skills </b> </p>Please see the requirements listed above.<p>------------------------------------------------------</p> <p> <b>Other Relevant Skills </b> </p>For complementary skills, please see above and/or contact the recruiter.<p>------------------------------------------------------</p> <p> <i>Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i> </p> <p> <i> </i> </p> <p> <i>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 </i> <i> Accessibility at Citi .</i> <br> <br> <i>View Citi s EEO Policy Statement and the Know Your Rights poster.</i> </p>

Services - Full-Time Analyst (UAE Nationals Only)

Marsh & McLennan Companies, Inc.

<div><span style="font-size: 11px;"><b>About the Role:</b></span></div><div><span style="font-size: 11px;">As a Client Relationship Management Analyst, you will collaborate closely with various internal departments to ensure client needs are met efficiently and effectively. You will play a key role in analyzing client data, identifying opportunities for improvement, and supporting the delivery of outstanding client service.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>Key Responsibilities:</b></span></div><div><span style="font-size: 11px;">Serve as the primary point of contact for the client relationship management team, promptly addressing inquiries and resolving issues to ensure a positive client experience.</span></div><div><span style="font-size: 11px;">Analyze client data and feedback to uncover trends, insights, and opportunities to enhance service delivery and client engagement.</span></div><div><span style="font-size: 11px;">Prepare and present regular reports on client satisfaction metrics, account performance, and relationship health to management and stakeholders.</span></div><div><span style="font-size: 11px;">Collaborate with cross-functional teams-including sales, marketing, and operations-to align client needs with company offerings and initiatives.</span></div><div><span style="font-size: 11px;">Identify and recommend process improvements to optimize client relationship management practices and increase operational efficiency.</span></div><div><span style="font-size: 11px;">Maintain accurate records of client interactions, feedback, and action items within the CRM system to ensure continuity and accountability.</span></div><div><span style="font-size: 11px;">Stay updated on industry trends, competitor activities, and best practices to contribute to strategic planning and innovation.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>What We're Looking For:</b></span></div><div><span style="font-size: 11px;">Bachelor's degree in Business Administration, Marketing, or a related field.</span></div><div><span style="font-size: 11px;">1-3 years of experience in client relationship management, customer service, or a similar analytical role.</span></div><div><span style="font-size: 11px;">Strong analytical and problem-solving skills with the ability to interpret data and make data-driven decisions.</span></div><div><span style="font-size: 11px;">Excellent verbal and written communication skills, with a focus on building relationships and influencing stakeholders.</span></div><div><span style="font-size: 11px;">Proficiency in Business Intelligence tools such as Power BI and Qlik Sense, along with Microsoft Office Suite (Excel, PowerPoint, Word).</span></div><div><span style="font-size: 11px;">Ability to work both independently and collaboratively in a fast-paced environment.</span></div><div><span style="font-size: 11px;">Strong organizational skills and meticulous attention to detail.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>What Sets You Apart:</b></span></div><div><span style="font-size: 11px;">A proactive mindset with a commitment to delivering high-quality work.</span></div><div><span style="font-size: 11px;">Exceptional interpersonal skills to collaborate effectively with team members and stakeholders.</span></div><div><span style="font-size: 11px;">A genuine passion for enhancing client experiences and contributing to the success of the client relationship management team.</span></div><div><br></div>

Client Relationship Management - Analyst (UAE Nationals Only)

<p>Serve as a primary point of contact for clients, addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.</p><p>Analyze client data and feedback to identify trends, insights, and opportunities for improvement in service delivery and client engagement.</p><p>Prepare and present regular reports on client satisfaction metrics, account performance, and relationship health to management and stakeholders.</p><p>Work closely with cross-functional teams, including sales, marketing, and operations, to align client needs with company offerings and initiatives.</p><p>Maintain accurate records of client interactions, feedback, and action items in the CRM system to ensure continuity and accountability.</p>

Client Relationship Management - Analyst

Virtusa

<div><span style="font-size: 11px;">Virtusa – Senior Business Analyst (Open Banking)</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>Job Description</b></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Virtusa is looking for an experienced Senior Business Analyst – Open Banking to join our Banking and Financial Services practice. The role will support our global banking clients in defining, shaping, and delivering Open Banking and API-led transformation programs across digital channels, core banking integration, and regulatory compliance initiatives.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>Requirements</b></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">8 to 10 years of overall experience with at least 4 to 5 years as a Business Analyst in the Banking or Financial Services domain.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Minimum 2 to 3 years in Open Banking or API programs, either regulatory or platform-led.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Strong knowledge of Open Banking frameworks such as UK OBIE, EU PSD2 or PSD3, or regional standards like MENA, Australia CDR, Singapore SGFinDex.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Demonstrated experience in defining and managing API specifications, business rules, and integration requirements.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Solid understanding of banking products and processes including payments, customer onboarding, accounts, and transaction data.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Familiarity with API management platforms such as Apigee, MuleSoft, or WSO2 and API testing tools like Postman and Swagger.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Experience working with offshore delivery models and global client stakeholders.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Excellent analytical, documentation, and communication skills.</span></div>

Open Finance BA

Seven Stage Real Estate Brokerage LLC 

<p>We&rsquo;re looking for a motivated <b>Analyst</b> to join our growing team. This role is ideal for someone early in their career who enjoys working with data, analyzing financial information, and supporting advisors in delivering exceptional client service.</p><p><b>Key Responsibilities:</b></p><ul><li>Support financial advisors in preparing client financial plans, investment and insurance proposals</li><li>Collect, organise, and analyse client financial data and documentation</li><li>Prepare regular reports on portfolio performance and client progress</li><li>Conduct market and product research to support investment and insurance recommendations</li><li>Assist in preparing client presentations and business development materials</li><li>Review financial products and policy terms to compare options for clients</li><li>Coordinate with external partners when needed</li></ul><p><b>Requirements</b></p><ul><li>Bachelor&rsquo;s degree in Finance, Economics, Business, Accounting, or related field</li><li>1&ndash;3 years of experience in financial services, consulting, or an analytical role</li><li>Strong analytical and Excel skills (financial modeling or reporting experience is a plus)</li><li>Excellent attention to detail and accuracy</li><li><b>Sales-oriented </b> and support in client acquisition and relationship building</li><li>Ability to manage multiple tasks and meet deadlines</li></ul><p><b>Why Join Us</b></p><ul><li>Work with experienced financial advisors and gain exposure across wealth, insurance, real estate, and investment planning</li><li>Professional growth in a well-established Dubai-based firm</li><li>Convenient office location next to BurJuman Mall</li><li>Supportive team culture with real learning opportunities and client interaction</li></ul><p>Job Type: Full-time</p><p>Pay: From AED3,000.00 per month</p><p>Education:</p><ul><li>Bachelor's (Preferred)</li></ul><p>Experience:</p><ul><li>Analyst : 1 year (Preferred)</li></ul>

Financial Analyst

Explore 7368+ Client services analyst in Dubai United Arab Emirates this November. Find roles across top companies and apply now to boost your career.