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Job Location: Johnston, RI
Description
A Data and Technology Analyst is a professional responsible for supporting Wealth Management business lines in the areas including, but limited to the below:
The Data and Technology Analyst role will be responsible for:
- Coordinate the onboarding of new services, acting as a liaison between the vendor and internal stakeholders.
- Support senior management with projects and ad hoc requests, providing updates as needed.
- Updating, implementing, and maintaining standard operating procedures.
- Coordinate with different departmental teams to produce better business outcomes.
- Deliver superior levels of service to internal clients, which may include working with a colleague directly or facilitating/ representing the colleague with a dedicated corporate area.
- Provides technical support to users by researching and answering questions, troubleshooting problems.
- Provides answers to clients by identifying problems, researching answers, and guiding clients through corrective steps.
- Updates job knowledge by participating in educational opportunities and maintaining personal networks within the organization.
- Ensure timely and well-organized communication, both written and verbal, when engaging a client or colleague.
- Support teammates regularly, primarily in the form of consistently performing against existing policies/ procedures/ expectations in a timely and accurate manner; fulfill assigned responsibilities within established SLA’s or deadlines.
- Strive for operational efficiency, including seizing opportunities to improve processes, time management practices and tools.
- Contribute towards maintaining a strong risk management environment across the Wealth division with a focus on operational, compliance, strategic and/or reputation risks as appropriate based on responsibilities.
Qualifications
Required Qualifications
- 2+ years of related experience
- Problem solving
- Strong communication skills, both written and verbal
- Customer Service
- System Administration
- Organization
- Analytical mindset with ability to proactively identify trends and provide recommendations
- Experience and proficiency with Microsoft Office 365 suite primarily Excel, PowerPoint, Word, and Outlook
- Attention to detail, including thoroughly executing assigned deliverables
- Ability to effectively work collaboratively with other team members
- Ability to plan and prioritize workload to meet individual deadlines
- Motivated/ driven to succeed and continuously improve
Preferred Qualifications
- Demonstrated ability to think critically and solve complex problems
- Administration experience
Education
- Bachelor’s degree in related field or equivalent amount of education and experience required.
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Why Work for Us
At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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