CrawlJobs Logo

Prime Brokerage Client Service Analyst

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Hong Kong , Kowloon City

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Citi’s Markets business provides world-class solutions and an unmatched global presence. We serve corporates, institutional investors and governments from trading floors in almost 80 countries. The strength of our underwriting, sales and trading and distribution capabilities span asset classes and currencies, providing us with an unmatched ability to meet the needs of our clients.

Job Responsibility:

  • Main point of contact for client/administrator operational queries
  • Trade handling across equity and fixed income PB, including trade capture, trade kick-outs, broker mapping and connectivity issue resolution with clients/administrators
  • Management of client trade activity, liaising with settlements and clients to resolve any issues
  • Management of client cash activity, authorisations, reporting and query resolution
  • Driving initiatives to reduce Manual Touch Points (MTP’s) for local and global team
  • Helping to maintain a culture and environment where processes, risks and controls are continually monitored, and potential risks

Requirements:

  • Open for Fresh Graduated, 1-2 years relevant experiences are preferrable
  • Operational Expertise: demonstrate considerable understanding of key operational functions such as Settlements, Reconciliations, Trade Support, Treasury and Corporate Actions
  • Strong, influential communicator who is articulate and concise
  • Strong risk management and control mindset
  • Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations
  • draws on diverse range of internal and external sources
  • Self-reliant, good problem solver, results orientated
  • Ability to establish and build trust with professionals throughout the business
What we offer:
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families
  • We empower our employees to manage their financial well-being and help them plan for the future
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
  • We have a variety of programs that help employees balance their work and life, including generous paid time off packages
  • We offer our employees resources and tools to volunteer in the communities in which they live and work

Additional Information:

Job Posted:
February 14, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Prime Brokerage Client Service Analyst

Equities Delta 1 Middle Office Senior Analyst

Equity Swaps Middle Office sits within Citi Market Operations supporting the Del...
Location
Location
Hong Kong SAR , Kowloon
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of relevant experience in a related role, with client-facing exposure
  • Relevant degree (Business, Accounting, Finance) or equivalent work and industry experience preferred
  • Cash Equity and Equity Swap product knowledge, and understanding of lifecycle management (trade capture, settlements, reconciliations) essential
  • Client Service experience preferred, preferably within Prime Brokerage
  • Energetic, flexible, collaborative and proactive
  • leadership qualities with strong risk management and control mindset
  • Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations
  • able to draw on diverse range of internal and external sources
  • Self reliant, good problem solver, results orientated
  • Corporate Actions experience highly preferable
Job Responsibility
Job Responsibility
  • Primary contact for client operational queries for select client base, and management of client trade and settlement activity
  • Provide support to Front Office Sales and Trading around trade execution and lifecycle management (primarily on equity hedge and swap & P-Note)
  • Support trade capture management and client allocation, Front to Back reconciliation and identifying operational risk and connectivity issue resolution with our tech partners
  • Manage new client onboarding to our Prime Swap platform
  • Drive the development of new techniques for the trade life cycle, and improve processes and workflows to reduce Manual Touch Points
  • Help maintain a culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis
  • Contribute to bank change projects and offer advanced solutions and resolve complex trade flow problems
  • Provide leadership for the team, coach and train new recruits, and provide guidance and support to junior staff
What we offer
What we offer
  • Global benefits designed to support well-being, growth, and work-life balance
  • Fulltime
Read More
Arrow Right

Kyc analyst - onboarding

We are looking for a KYC Analyst to join the Onboarding Team at Clear Street. In...
Location
Location
United States , New York
Salary
Salary:
65000.00 - 85000.00 USD / Year
clearstreet.io Logo
Clear Street
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least one (1) year of professional experience in a Client Onboarding, Client Service or Operations role within a financial services firm
  • Bachelor’s Degree
  • Knowledge of reviewing KYC documentation for corporations, foreign financial institutions, trusts, PHC/PICs and complex ownership structures
  • Well versed in FinCEN CDD requirements
  • Ability to think critically, analyze situations, and provide an assessment to keep management informed
Job Responsibility
Job Responsibility
  • Review and process KYCs submitted from the business for Institutional Business supporting multiple lines of business (Prime Brokerage, Futures, Investment Banking, Clearing, Security-Based Swaps etc)
  • KYC classifications can include individuals, corporations, foreign financial institutions, trusts, limited liability companies (“LLC”), funds, private foundations and charities
  • Research clients to ensure completeness and accuracy of their KYC
  • Review and process KYC updates and remediations to existing clients KYC information when needed
  • Complete KYC escalation forms for politically exposed persons (“PEP”) and clients with material adverse media for management approval
  • Liaise with the business daily to ensure smooth KYC processing
  • Support various general Onboarding and account opening tasks as needed. This includes team initiatives, daily account database input and remediations
What we offer
What we offer
  • competitive compensation packages
  • company equity
  • 401k matching
  • gender neutral parental leave
  • full medical, dental and vision insurance
  • lunch stipends
  • fully stocked kitchens
  • happy hours
  • Fulltime
Read More
Arrow Right

Operational Due Diligence Associate Analyst

We are looking for an ODD Associate Analyst to help analyze, review, and monitor...
Location
Location
United States , Stamford
Salary
Salary:
75000.00 - 85000.00 USD / Year
www-ap.albourne.com Logo
Albourne
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong academic background (Degree or equivalent qualification)
  • 1-2 years relevant prior work experience, with knowledge or experience of one or some of the following areas - fund operations, fund administration, prime brokerage, audit, legal, compliance, technology & information security
  • Possession of professional qualifications (e.g. CAIA, CFA, ACA) or interest in obtaining relevant professional qualifications
  • High level of writing proficiency
  • Experience of report writing
  • Systems literacy (Microsoft Excel, Word, PowerPoint, Outlook, Co-Pilot)
  • Proactive self-starter, proficient time management and multi-tasking
  • Professional demeanor and strong interpersonal skills
  • Attention to detail
  • Ability to travel as required
Job Responsibility
Job Responsibility
  • Assist with evaluating assigned alternative investment funds and managers across all asset classes
  • Conduct with fellow Due Diligence Analysts onsite interviews with fund managers to discuss operational risks, internal controls and information systems, as well as verifying existence of assets
  • Deploy skills and experience to contribute to these meetings and to prepare clear and concise written notes to summarise the findings
  • Review and interpret financial statements, offering documents, and other fund literature
  • Upon that review and interpretation, produce research deliverables for clients within the scheduled deadline
  • Conduct reference checks with service providers for completion of the relevant reports
  • Liaise with clients and fund managers with respect to ODD inquiries
  • Assist with producing detailed written reports with an analysis of operational risk and internal controls
  • Ensure client deliverables are prepared, reviewed, and delivered on a timely and accurate basis
  • Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operational risk for those funds
What we offer
What we offer
  • Comprehensive Compensation and Benefits Package
  • Fully paid Medical and Dental PPO
  • Fully paid Basic Life and AD&D
  • 401k & FSA
  • Hybrid work schedule
  • Everyday Wellness, weekly yoga and fitness
  • Free Gym Membership near the office
  • 30 days paid time off each year including Vacation and Holidays
  • Fulltime
Read More
Arrow Right
New

Customer Service Administrator

We are seeking an experienced Customer Service Administrator to play a key role ...
Location
Location
United Kingdom , Smethwick
Salary
Salary:
12.50 GBP / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
March 07, 2026
Flip Icon
Requirements
Requirements
  • Previous experience in a similar office-based admin or sales support role
  • Strong English comprehension and communication skills (written and verbal)
  • Good numeracy and attention to detail - especially when working with VAT, discounts, and banking
  • Comfortable using Google Sheets or similar spreadsheet tools
  • Professional and polite manner when dealing with the occasional in-person customer
Job Responsibility
Job Responsibility
  • Handle customer inquiries and process orders in a local site or branch environment
  • Manage account setup, pricing, order entry, and resolve queries
  • Raise credit notes and manual invoices, adhering to procedures
  • Handling phone and email orders from business clients
  • Accurate order entry and processing
  • Responding to invoicing queries and managing complaints professionally
  • Carrying out basic banking tasks and credit control
  • Completing spreadsheets using Google Sheets
  • Filing delivery notes and compliance documentation
  • Working out VAT and discounts at various rates
Read More
Arrow Right
New

Channel Operations Executive

We are seeking a highly motivated Channel Operations Executive to manage a book ...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
February 19, 2026
Flip Icon
Requirements
Requirements
  • An ambitious, motivated, competitive individual, who is result orientated
  • Someone who is coachable and constantly looking to improve
  • A hard working, resilient individual, who is accountable
  • Excellent relationship building capabilities with a curious mindset
  • High energy, driven, creative and able to lead by example to achieve target
  • Proven experience in dealing with multi-national companies
  • The ability to identify new revenue opportunities and maximise product potential
  • An excellent written and verbal communicator, able to build successful relationships both internally and externally
  • High motivated, dynamic, resilient, and target driven
  • Experience using a CRM system
Job Responsibility
Job Responsibility
  • Managing a defined set of Subscription Agents and the renewals that sit with them, fostering exceptional relationships to maintain current figures and hit annual uplift targets
  • Encouraging Subscription Agents to provide new business opportunities and upsells to existing accounts
  • Using Salesforce, effectively managing and forecasting renewals
  • Delivering pricing to Subscription Agents and confirming and closing renewals
  • Processing orders through Salesforce
  • Working closely with our and Subscription Agents finance teams to ensure correct invoices go to Subscription Agents and ensuring renewal payments are received in a timely manner
  • Helping Subscription Agents and End User customers with queries to ensure we deliver exceptional customer service
  • Engaging with customers who cancel to win them back
  • Fulltime
!
Read More
Arrow Right
New

Field Process Executive

We are looking for a Field Process Executive (FPE) to manage on-ground verificat...
Location
Location
India , Coimbatore
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
March 23, 2026
Flip Icon
Requirements
Requirements
  • Minimum 10th pass
  • age 18 years+
  • Must have valid ID proof, bank account, and smartphone with internet access
  • Able to read, write, and communicate in local language
  • Basic understanding of UPI payments and mobile applications
  • Willing to travel locally / inter-city as per operational needs
Job Responsibility
Job Responsibility
  • Conduct field visits for material verification and photo documentation
  • Prepare and update inventory sheets in prescribed format, obtain customer sign-offs, and collect delivery challans
  • Upload verification reports, images, and expenses on mobile app / WL tool
  • Supervise loading of verified materials and coordinate vehicle or labour arrangements when required
  • Communicate updates to the reporting manager daily
What we offer
What we offer
  • Fixed pay + travel & field expense reimbursement
  • Mobile app–based work management system
  • Exposure to operations and logistics processes in a fast-growing company
Read More
Arrow Right
New

Senior Marketing Manager

Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
April 06, 2026
Flip Icon
Requirements
Requirements
  • Proven ability to develop and implement effective marketing strategies
  • Excellent communication, negotiation, and presentation skills
  • Strong analytical and problem-solving abilities with proficiency in market trend analysis
  • Sound knowledge of the non-ferrous metals market and customer requirements
  • Self-motivated, target-driven, and capable of managing multiple projects simultaneously
  • Minimum 8 years of experience in direct interaction with customers for procurement of orders and business development in the non-ferrous metals industry
  • Developing new customers and new markets for commodities
  • Should have exposure to dealing with large scale customers
  • Should be capable of making impressive presentation on PPT and other tools
  • Should have excellent communication skills
Job Responsibility
Job Responsibility
  • Develop and execute comprehensive marketing and business development strategies to drive growth in the non-ferrous metals sector
  • Identify new business opportunities and establish long-term relationships with customers and key industry stakeholders
  • Manage end-to-end customer acquisition, negotiation, and order procurement processes
  • Conduct detailed market analysis to identify emerging trends, competitive activities, and potential growth areas
  • Collaborate with internal teams to ensure seamless execution of marketing plans and client requirements
  • Prepare and deliver presentations, proposals, and reports to senior management and clients
Read More
Arrow Right
New

Territory Sales Officer

The Territory Sales Officer is responsible for achieving sales targets and manag...
Location
Location
India , Khandwa
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
March 07, 2026
Flip Icon
Requirements
Requirements
  • Graduate (preferred)
  • 1–3 years of sales experience in General Trade
  • Good communication and selling skills
  • Willing to travel within the territory
Job Responsibility
Job Responsibility
  • Achieve sales targets for the assigned area
  • Visit distributors and retail outlets regularly
  • Ensure product availability and visibility in the market
  • Develop good relationships with distributors and retailers
  • Execute company sales and promotional activities
  • Collect market and competitor information
  • Ensure timely collection of payments
Read More
Arrow Right