Client Onboarding Analyst

Citibank - More jobs by this advertiser
Client Onboarding Analyst-19031507
Description
 

Client Onboard Analyst 1

 

Job Purpose:

 

The Securities Services Client Implementations function is hiring a Client Onboarding Analyst as part of a team of dedicated onboarding specialists for the Custody account opening, maintenance and closures execution processes.

 

Key Responsibilities:

  • Processes clients' requests related to system set up including signatories’ updates and documentation lodgment
  • Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
  • Provides response to client and internal inquiries
  • Prepares documentation for archiving
  • Applies appropriate bank’s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
  • Documents operation procedure updates
  • Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
  • Verification and authorization of data entered in the systems
  • Ensures all queries are dealt with in an efficient and timely manner
  • Escalates urgent / risk issues through the appropriate escalation channels
  • Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process
  • Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing
  • Ensures high levels of client satisfaction through strong product, process and client knowledge
  • Identifies and suggests process improvements
  • Assists in the implementation of validated process improvements
  • Understands procedures and controls for operational processes
  • Supports Manager with quality assurance process
  • Understands procedures and controls for operational processes
  • Performs within departmental procedures and compliance standards in order to minimize losses
  • Responsible for coordination of projects around internal processes
  • Participates in user acceptance test of new systems
  • Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function
  • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed 

Development Value:

  • Important role within the Implementations function, underpinning Citi’s strategy to Be the Best for Our Clients
  • Growth business area
  • Senior management exposure
  • Opportunity to develop valuable subject matter expertise within a dynamic business, in a large and varied Operations environment
  • Exposure to Clients, Product and alternative groups within Securities Operations

Qualifications
 

Client Onboard Analyst 1

 

Job Purpose:

 

The Securities Services Client Implementations function is hiring a Client Onboarding Analyst as part of a team of dedicated onboarding specialists for the Custody account opening, maintenance and closures execution processes.

 

Key Responsibilities:

  • Processes clients' requests related to system set up including signatories’ updates and documentation lodgment
  • Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
  • Provides response to client and internal inquiries
  • Prepares documentation for archiving
  • Applies appropriate bank’s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
  • Documents operation procedure updates
  • Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
  • Verification and authorization of data entered in the systems
  • Ensures all queries are dealt with in an efficient and timely manner
  • Escalates urgent / risk issues through the appropriate escalation channels
  • Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process
  • Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing
  • Ensures high levels of client satisfaction through strong product, process and client knowledge
  • Identifies and suggests process improvements
  • Assists in the implementation of validated process improvements
  • Understands procedures and controls for operational processes
  • Supports Manager with quality assurance process
  • Understands procedures and controls for operational processes
  • Performs within departmental procedures and compliance standards in order to minimize losses
  • Responsible for coordination of projects around internal processes
  • Participates in user acceptance test of new systems
  • Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function
  • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed 

Development Value:

  • Important role within the Implementations function, underpinning Citi’s strategy to Be the Best for Our Clients
  • Growth business area
  • Senior management exposure
  • Opportunity to develop valuable subject matter expertise within a dynamic business, in a large and varied Operations environment
  • Exposure to Clients, Product and alternative groups within Securities Operations
  



14 October 2019
Location: India Marche Pune
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Customer Service
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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