Client Onboarding Senior Analyst, Citi

Citi

Location:
India, Pune

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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 Responsibility:

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
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
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
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
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

Requirements:

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
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
Proficient knowledge of English (written and spoken)
Bachelor’s/University degree or equivalent experience, potentially Master’s degree

Additional Information:

Job Posted:
July 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboarding Senior Analyst