Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Securities Services Implementations Support (Internal Job Title: Client Onboarding Senior Analyst– C12) based in Pune.

Job Description

The Custody Client Onboarding Sr Analyst plays a critical role in managing a portfolio of clients to flawlessly implement new and existing client mandates for the Securities Services Custody business.

Responsibilities:

Client Centricity

• Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues
• Responsible for end-to-end client interaction, documentation issuance, review and system setups across the Custody product and associated underlying market setups from North America Global Window client’s perspective.
• Responsible for maintaining and enhancing service contact, standards, and delivery metrics for a portfolio of institutional clients
• Understands client requirements and implements them correctly.
• Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
• Performs day to day management of the account opening and maintenance processing, including daily management of in process and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high-quality service to clients.

Talent Management

• Supports the motivation of staff through constant interaction with the team.
• Demonstrates high level of diligence, motivation, and organizational skills.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Encourages cross functional training for staffs to enrich their skill base.
• Optimizes manpower to achieve higher productivity levels. Identifies and develops high performers for next level jobs/mid management position. Ensures team delivers as per service level agreements.
• Supports training for new staff. Develops job descriptions for hiring. Manages subordinate supervisors and project staff.

Risks & Controls

• Ensures a robust processing environment with effective controls. Establishes risk management practice.
• Maintains a culture of risk and controls in the team through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Management Reporting

• Design, develop and manage MIS dashboards and reporting tools to track operational metrics, volume, SLA adherence, risk indicator etc.
• Build and maintain Excel-based reports, pivot reports to streamline daily/weekly/monthly reporting.
• Prepare executive presentations and summarizes using PowerPoint for Senior stakeholders and governance meetings.
• Analyze trends in operational data to proactively identify risks, breaks or opportunities for process improvement
• Ensure data accuracy and timely delivery of all internal/external MIS reports.
• Collaborate with Tech/Change teams to automate manual processes.

Qualifications:

• 10-12 years of experience in account opening, onboarding, client service, documentation review, account maintenance and related cash products
• Experience in designing, developing and managing MIS dashboards and reporting tools to track operational metrics, volume, SLA adherence, risk indicator
• Securities Services / Custody experience (preferred)
• Good interpersonal communication skills. Able to communicate with internal and external business partners.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
• Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators. Ability to coach and develop people, identifying and retaining talent.
• Able to partner with businesses and other support functions at senior levels in setting strategy and priorities. Able to strive under pressure and covert opportunity from risk.
• To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks, and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice.
• Proficient knowledge of English (written and spoken).

Education:

• Bachelor’s/University degree or equivalent experience, potentially Master’s degree

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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