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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Private Bank Operations Intermediate Associate Analyst (Tampa, FL)

Job Req ID 22510908 Primary Location Tampa, Florida Job Category Risk Management
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Position Responsibilities:

  • Process asset movement workflow request submitted by the banking teams Client Service Officer – internal and external funds transfer and other cash movements within set timeliness standards and daily cutoff times
  • Process account maintenance requests
  • Process and verify free receipts and deliveries, global trades and other securities transactions
  • Review and approval of new account required documentation
  • Review and resolve account blocks and restrictions
  • Set up accounts with online access/e-delivery
  • Adhere to all business procedures and policies
  • Research and respond to inquiries to the Citi Banking team, Investment Sales Associates, and back office Pershing LLC


  • Minimum of 2 years of related work experience
  • Strong PC skills to include working knowledge of MS Excel, Word and Outlook
  • Excellent verbal and written communication skills. This includes the ability to confidently liaise with trading & external customers.
  • Ability to work effectively in a pressurized environment
  • One must have the ability to work with all levels of management in a high-pressure environment and multi-task under tight deadlines
  • Ability to function effectively in a high-volume dynamic environment.
  • Very detail-oriented. Ability to meet daily deadlines
  • Ability to work in a collaborative team environment
  • High level of integrity and commitment to maintaining confidentiality with respect to the franchise and the client


Bachelor’s degree or in lieu of a degree

The ideal candidate will be reliable, competent in prioritizing, computer savvy with a keen eye for details.  Previous brokerage experience will be considered an advantage.  Work very closely with the Investment Operations team to fulfill work request submitted by the Citi Banking team and Investment Sales Associates within the expected deadlines.


Job Family Group:

Risk Management


Job Family:

Business Risk & Controls


Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 Accessibility at Citi.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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