Securities and Fund Services: SS Global Digital Services Support Manager , Client Onboarding Senior Analyst
The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Pre-requisite
Ability to communicate well in spoken and written English, and conduct live training for clients by utilizing Webex/Zoom , or on site client visits. Understanding of the Trade Custodian business model and end to end trade settlement process. Ability to understand key security instruments types for CV : Fixed Income, Equities, Money Markets, Bonds Familiarity with Basic SWIFT for Custodian/trade model, i.e MT54X Ability to navigate the various CV applications and provide solutions on usage, customization, and CV technical issues. Ability to trouble -shoot technical related questions and web-based applications e.g. Pop-Up-Blockers, Java plug-ins, browser compatibility , Ability to follow process models and acute sense of urgency for the Custody business model: Prioritize client queries according to severity of custody issues encountered Ability to internally escalate to appropriate technical parties when needed, and ensure consistent follow up with development teams to ensure complete resolutions Able to manage both internal and external client's expectations, as the helpdesk manages both End users as well as internal Client service teams. Strong focus on Client delivery, and ability to work well within a team to manage and provide initial response to queries received by the team before 6 pm daily. Remain up to date with product knowledge around new functionality and releases on supported products Able to Identify, and differentiate "defects VS design " issues within CV applications, and ensure complete follow ups with various Development teams for fixes. Expert level of proficiency in MS Windows, MS Office. Education:
Job Family Group:
- Bachelor's/University degree or equivalent experience
Customer Service Job Family:
Institutional Client Onboarding Time Type:
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