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The Client Onboarding Lead Analyst is a strategic professional responsible for project managing the onboarding of clients into the Securities Services organization. This individual must stay abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Developed communication, diplomacy, and innovative thinking skills are required in order to guide, influence others, and ensure adequate oversight, monitoring and control of our client and internal business partners. Provides advice and counsel related to the technology or operations of the business. Appropriately assess risk when business decisions are made. Demonstrate 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. Apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalating. Manage and reporting control issues with transparency. Demonstrates high level of diligence, motivation and organizational skills to ensure timely and accurate delivery of all project deliverables. This individual must deliver superior customer service and resolution of customer issues throughout the client onboarding
Job Responsibility:
Responsible for the overall project management in the Securities Services space, and managing cross-functional relationships
Responsible for ensuring appropriate stakeholder engagement and interaction throughout the client onboarding efforts , internally and externally
Determines overall project timeline, governance structure, and most efficient plan to onboard clients amidst variables to the deal won and requirements identified
Develop and maintain solid project communication plan
Collaborate with our operations partners to coordinate client onboarding due diligence
Partner with businesses and other support functions at senior levels in setting strategy and priorities
Ability work with our business partners to analyze and solution complex and variable issues with significant departmental impact
Understands client requirements and ensure sound oversight, monitoring, control and reporting is in place as they are implemented
Successfully manage, communicate and resolve issues, challenges and concerns raised during the onboarding effort
Serve as the escalation point of contact for project related deliverables
Maintain project risk management protocols and governance
Effectively manage scope creep
Ensure project changes management protocols and governance is leveraged
Ensure regular, accurate and transparent project status reporting, internally and with our client as phases of the project require
Completing post implementation review and handoff of the client relationship and service
Collaborate with our partners to document project lessons learned
Ensure key opportunities for improvement are implemented
Maintain robust knowledge in Securities Services industry, and Citi’s services and solutions
Monitors customer satisfaction and service level and drives process changes
Provides innovative solutions to clients and ensures a strong and robust processing environment with effective controls
Maintains a strong culture of risk and controls through various processes and check points
Identifies means to reduce transaction defects (internal and external)
Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
Builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business
Requirements:
Experienced project and process management skill in complex, global environment
Previous experience in Custody or Fund Accounting and Administration
Excellent interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Strong skills in Word, Excel, PowerPoint, MS Project, Visio, SharePoint
Proactive and able to work and learn independently
Flexible to work in accordance to demands a specific client onboarding requires
Ability to focus on high quality delivery and priorities in stressful situations
Ability to achieve business objectives without compromising on controls and risk parameters established
Bachelor’s/University degree or equivalent experience, potentially Master’s degree
What we offer:
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays