Citi
Financial Services
CustodyClientOnboardingSeniorAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Custody Client Onboarding Senior Analyst at Citi. Skills: Client Onboarding, Custody, Client Service. Own the client onboarding process. Provide outstanding customer service”
What You'll Achieve.
drive process changes; optimize efficiency; mitigate risk; reduce performance metrics
Industry & Context.
analytical and problem-solving skills; analyze complex issues
What They're Looking For.
Must Have
Advanced level of English (written and spoken), 5-8 years of experience in client facing roles, Experience with Custody, Excellent interpersonal and communication skills, Good time and project management skills, analytical and problem-solving skills
Nice to Have
Experience with Custody is a big advantage
What You'll Do.
Own the client onboarding process
Provide outstanding customer service
Support client requirements
Monitor customer satisfaction
Manage daily account opening
Lead projects within account services
Develop new work procedures
Analyze complex issues
Promote risk management culture
How You'll Work.
Team & Collaboration
Work closely with Sales, Compliance, Credit, Legal and Tax teams; Collaborating effectively with cross-functional teams
Communication Scope
Excellent interpersonal and communication skills
Process & Methodology
Good time and project management skills
Full Job Description
Are you looking for a career move that will put you at the heart of a global financial institution? Join our Custody Implementation Team. By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. **Team/Role Overview:** Join our Custody Implementation Team and gain valuable experience in global custody, tax implications, asset servicing, and diverse local markets. Develop a comprehensive understanding of the financial services landscape, providing a strong foundation for career advancement. Drive seamless client onboarding and shape the future of client relationships. **What you will do:** * ### Own the client onboarding process from start to finish, including documentation review, account setup, and ongoing maintenance. * ### Provide outstanding customer service and resolve client inquiries with expertise and efficiency. * ### Support, understand and implement client requirements. Monitor customer satisfaction and service level and drive process changes, provide innovative solutions to clients. * ### Manage daily account opening and maintenance activities, ensuring accuracy and adherence to regulatory requirements. * ### Work closely with Sales, Compliance, Credit, Legal and Tax teams to onboard new clients, while ensuring excellent customer service and a smooth process. * ### Lead projects within the account services space, collaborating effectively with cross-functional teams. * ### Develop and implement new work procedures and analyze complex issues to optimize efficiency and mitigate risk, reduce performance metrics to track defects and productivity. * ### Promote a strong risk management culture and ensure regulatory compliance. **What we will need from you:** * ### Advanced level of English (written and spoken) as you will have a direct contact with our clients * ### 5-8 years of experience in client facing r
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