Client Onboarding Sr Analyst, Citi

Citi

Location:
India, Pune

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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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. The role requires client-centricity, talent management, robust risk controls, and effective management reporting.

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 account opening and maintenance processing, including daily management of in-process and service-related activities
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
optimizes manpower to achieve higher productivity levels
identifies and develops high performers for next level jobs/mid-management positions
ensures team delivers as per service level agreements
ensures robust processing environment with effective controls
establishes risk management practice
maintains culture of risk and controls in the team
builds and maintains Excel-based reports, pivot reports to streamline reporting
prepares executive presentations and summarizes metrics for senior stakeholders and governance meetings
ensures data accuracy and timely delivery of internal/external MIS reports
collaborates 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 convert opportunity from risk
proficient knowledge of English (written and spoken).

Nice to have:

securities services / custody experience
ability to interact confidently with senior management and/or regulators
ability to coach and develop people, identifying and retaining talent.

What we offer:

equal opportunity employer
training and development for new staff
opportunity to partner with businesses and support functions at senior levels
inclusive work environment
clear internal performance metrics.

Additional Information:

Job Posted:
July 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboarding Sr Analyst