Securities and Derivatives Associate Analyst
Citi
Operations Analyst
CLEAResult
full-time
Posted on:
Origin: • 🇺🇸 United States • Oregon
Visit company websiteSalary
💰 $55,700 - $83,500 per year
Job Level
JuniorMid-Level
About the role
- Develop and implement policies, procedures, and process improvements across multiple programs.
- Create training materials, strategic workflows, and lead metrics/reporting initiatives.
- Conduct second-level reviews and ensure quality standards are met.
- Manage rebate and incentive application processing, ensuring compliance and accuracy.
- Resolve disputed rebate claims and maintain thorough documentation.
- Coordinate updates to program specifications, forms, and quality control procedures.
- Provide customer support via phone, internet, and correspondence, maintaining incentive databases.
- Advise customers on program participation, incentives, and policy interpretation.
- Develop training and process/procedure documentation.
- Create and track incentives metrics and workflows.
- Work with community partners and trade allies regarding incentives that are moderately to highly complex provide extensive troubleshooting and analysis.
- Handle difficult customer situations and bring them to resolution.
- Handle client calls for multiple programs or for moderate to highly complex incentives.
- Work on special projects
- Attend and lead regularly scheduled meetings
Requirements
- 2-4 years of processing experience
- Strong data management and analytical skills
- Proven experience in communication and leadership skills
