- Proactively drive improvements across the various performance reporting processes

- Validate performance and analyze dispersions between accounts, assist in resolving issues related to client investment portfolios by working with internal partners

- Manage team deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks

- Resolve issues with performance data in a timely manner

- Communicate performance resolutions clearly and effectively with internal teams including bankers and Investment Counselors and their support staff

- Detail-oriented and able to demonstrate ability to multi-task and produce high quality, accurate work in a time sensitive manner

- Ability to understand and follow financial data processing lineage and how this data is used to calculate client account performance

- Establishes, provides input, and tracks operational metrics and service level requirements to achieve business goals.

- Manages the internal Client at Risk process & supports escalation resolution as necessary to facilitate timely resolution.

- Resolves inquires and manages customer issues based on empowerment grid to higher prescribed limits.

- Mentors and trains new Client Experience Specialists.

- Uses excellent communication skills to exchange information in a concise manner, as well as be sensitive to audience diversity

- 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.

- Financial Data Reconciliation

- Investment Performance Measurement/Analysis

- Quality Assurance over Legal Statements, Investment Reporting, Advice/Confirm generation, and other various client reporting

- Benchmarking and Investment fund analytics such as pricing and returns

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