Relationship Associate - Assistant Vice President
Citi
AI assistant
Job Description
The Relationship Associate is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services and other types of financial transactions in coordination with the Institutional Banking team.
Responsibilities:
- Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services
- Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction
- Assist Banker with the preparation of relationship reviews and client portfolios
- Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product