Senior Analyst, Client Services Job at Brewin Dolphin (Saint Helier)

CitiService Senior Analyst

We are in the process of establishing a new CitiService function as part of the ...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent (Finance, Accounting, Math, or Management preferred)
Extensive experience in global financial institutions, preferably in Securities Services Operations and/or a similar position with strong client focus
Proven senior business analytics capability with excellent end-to-end operational process understanding
Proven ability to drive change in complex, dynamic environments
Track record handling complex/sensitive situations, including risk identification/remediation
Exceptional written/verbal communication, able to influence senior levels
Self-reliant, results-oriented problem solver
Strong organizational/project management skills
performs effectively under pressure, prioritizes deadlines
Experience collaborating with regulatory bodies, internal/external auditors

Job Responsibility

Support client Operational and Onboarding needs spanning all Products within the Issuer and Investor Services business relating to Fund Accounting, Middle Office, Transfer Agency, Securities Lending, Issuer Services, and Custody
Support Luxembourg Client Implementations and Change - will be responsible for supporting core Luxembourg Client Implementations tasks (relating to originations and business growth) and delivery of client change projects in line with service strategy and initiatives
Applies strong knowledge and expertise in the products and capabilities of the Investor Services Business, including but not limited to Fund Accounting, Middle Office, Transfer Agency, Trade Settlements, Asset Servicing, Cash/FX, Tax Operations, and Lending
Manage client inquiries, ensuring timely responses and escalation of critical issues
Proactively manage client expectations with transparent communication and realistic resolution timelines
Act as a Subject Matter Expert (SME), providing authoritative guidance and innovative solutions
Support timely task completion and prevent SLA breaches
Accountable for remediating aged queries and enhancing client satisfaction
Participate in Client meetings and calls with business partners – Service Reviews, Issue Logs, DDQ etc
Support review Client Scorecards/Temp checks/KPI's and own follow up of action as required

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Additional benefits that support you (and your family) to be well, live well and save well

Fulltime

Asset Servicing Senior Analyst

The role is placed in the Securities Services Operations Department being part o...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Knowledge of capital market regulation and infrastructure
Deep knowledge of custody processes
3+ experience in custody operation
Strong focus on customer needs, business risk and processes efficiency
The ability to make decisions, work under time pressure
Very good work organization, communication skills
University degree or equivalent experience
Fluent in Polish and English (in speaking and writing)

Job Responsibility

Daily investigation of corporate actions events on various types of securities (stocks, bonds, warrants etc.)
Utilizing data vendors, companies documentation, agent banks and depositories information to research and prepare corporate actions notifications
Ensuring timeliness and correctness of various types of event notifications provided to Clients
Client instructions processing and execution on the market
Interacting with internal teams (New Issues, Settlement, Client Service) on daily bases to proceed with business requirements
Working on projects related to process improvement, enhancement of control environment and automation
Acting as a business analyst on IT and market related projects

What we offer

Job contract and social benefits (private medical care, fitness card, life insurance, pension programme, co-financing of cultural and entertainment events and more)
Access to e-learning platform (Degreed) as well as English learning platform
Possibility to gain globally appreciated work experience
Flexible and partly-remote working conditions

Fulltime

Equities Delta 1 Middle Office Senior Analyst

Equity Swaps Middle Office sits within Citi Market Operations supporting the Del...

Location

Hong Kong SAR , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

Global benefits designed to support well-being, growth, and work-life balance

Fulltime

Client Onboarding Implementation Analyst

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for ac...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
Ability to manage complex integration solutions, working alongside Technical and Technology teams
Results orientation - evidence of proactively driving projects is the conclusion
Excellent communication
Organizational and planning skills
Negotiation, decision making and problem-solving skills
Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
Attention to detail and experience of working in a controlled environment

Job Responsibility

Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report project status, escalating effectively for on hold and slow-moving deals
Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
Effective maintenance and communication of MIS and project metrics
Provide ongoing senior management updates on key projects as required

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Infrastructure Senior Technology Analyst

The Infrastructure Senior Technology Analyst is an intermediate level role respo...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement
Ability to communicate technical concepts to non-technical audience
Ability to work with virtual and in-person teams, and work under pressure or to a deadline
Experience in a Financial Services or large complex and/or global environment preferred
Effective written and verbal communication skills
Effective analytic/diagnostic skills

Job Responsibility

Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services
Drive Root Cause Analysis (RCA) post restoration of service
Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks
Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary
Provide technical/strategic direction and act as advisor/coach to lower level analysts
Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices
Responsible for overall operating system applications
Contribute to technical direction and strategic decisions
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgment and autonomy

What we offer

Equal opportunity employment
Accessibility accommodations for persons with disabilities
Global benefits for well-being, growth, and work-life balance

Fulltime

Technology Business Senior Analyst

The Technology Business Senior Analyst is a position responsible for driving cro...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Techno-functional profile with hands-on experience building tech products that solve real and pressing problems in highly complex and regulated environments
Strong background in financial domain, 5+ years of experience as a business analyst in financial services, driving business process automation, digitization and transformation initiatives in a global set up preferred
Understanding of machine learning and AI and ability to apply them in practical scenarios, prior experience with such projects is preferred
Data Oriented, demonstrate strong analytical/problem-solving skills, with an excellent attention to detail
A deeply analytical and experimental mindset and experience working with data sets
Proven ability to use data to inform and validate decision
MS Excel, SQL knowledge required, able to query data and analyze
Consistently demonstrate clear and concise written and verbal communication
Proven interpersonal skills with ability to partner and influence across organizational lines
Hands-on experience building tech products that solve real and pressing problems in highly complex and regulated environments using latest cutting-edge technologies like AI/ML, low code automation tools

Job Responsibility

Understand requirements through partnership with business users, cross functional teams, and stakeholders
Understand and anticipate user needs
Analyze gaps in capabilities, opportunities for enhancing user experience, remediating risk, process optimization for efficiencies and control gaps
Manage the Product backlog, requirement prioritization with Business and technology stakeholders, to maximize benefits to the end users
Appropriately assess risk and impact when business decisions are made, demonstrating 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
Provide evaluative judgment based on analysis of information in complicated and unique situations
Develop plans and execute functional strategies, requiring coordination and integration across units
Help the team prioritize, negotiate, and remove obstacles to achieve business results, and assist in identifying and removing product development blockers
Coordinate UAT testing with technology and business users
Conduct data analysis to document business requirements at the right level

What we offer

Equal opportunity employment
Affirmative action employer
Accommodation for persons with disabilities
Inclusive workplace

Fulltime

Tax Operations Senior Analyst

Tax Operations Senior Analyst role at Citi's Europe Wealth Client Tax Operations...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes
Good understanding of Cash & Stock Reconciliations
Swift notifications knowledge - MT599, MT546, MT568, MT566
Corporate actions & income payments experience in EMEA and US markets
Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations
Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim
Experience in Tax Operations (Direct/Indirect Tax, Withholding TAX, Goods and Services Tax, Trading Tax etc.)
Good understanding of Investments and capital market products as well as trade execution and settlement processes
Strong multi-tasking, organizational and time management skills
Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset

Job Responsibility

Ensure compliance with local tax regulations, including the preparation of account reconciliations for revenues and VAT/GST tax accounts
Prepare non-US tax reports covering multiple jurisdictions and products
Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes
Manage critical tax-related issues & remediation activities impacting clients and business stakeholders
Provide first-level support for inquiries from client advisors regarding the Tax Reclaim Service
Support the global implementation of Tax projects while contributing to strategic tax programs and technical implementations
Analyze tax transaction withholding processes from front to back and implement operational changes
Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation
Ensure timely escalation of issues, track their resolution, and participate in governance forums
Collaborate closely with Business and Technology partners to identify gaps and drive process improvements

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

User Experience Senior Analyst

The User Experience Sr. Analyst is an intermediate level experienced role, stron...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Related background focussed on User Experience
Experience working within banking or financial services
Strong attention to detail & analytical skills
Experience delivering with an agile methodology
Excellent communication and presentation skills
Highly skilled in professional design tools e.g., Figma, AdobeXD, Sketch, Axure etc.
Experience using design systems
Keen interest in, or knowledge of, banking or finance
HTML/CSS Development Skills
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

Hold meetings with users, clients, product sponsors and technology to understand project requirements
Perform UX research, define IA, user journeys, and create personas
Identify metrics and data that can support decision-making
Work closely with users, stakeholders, business analysts, product managers and development teams to brainstorm and co-create ideas, approaches, and solutions
Perform relevant testing to validate and inform design decisions
Create wireframes, prototypes, and high-fidelity designs using specialist tools such as InVision, Sketch, Axure, and the Adobe suite
Apply a positive and constructive attitude to all feedback
Use, and contribute to, the approved design system
Adhere to, and improve design standards and best practices
Perform detailed handover to development teams, ensuring they have all they need to implement the designs

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Analyst, Client Services

Brewin Dolphin

Location:
Jersey , Saint Helier

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 03, 2026

Expiration:
March 13, 2026

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

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Senior Analyst, Client Services

Brewin Dolphin

Location:Jersey , Saint Helier

Category:Customer Service

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 03, 2026

Expiration:March 13, 2026

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

Similar Jobs for Senior Analyst, Client Services

CitiService Senior Analyst

Asset Servicing Senior Analyst

Equities Delta 1 Middle Office Senior Analyst

Client Onboarding Implementation Analyst

Infrastructure Senior Technology Analyst

Technology Business Senior Analyst

Tax Operations Senior Analyst

User Experience Senior Analyst

Location:
Jersey , Saint Helier

Category:
Customer Service

Contract Type:
Not provided

Job Posted:
March 03, 2026

Expiration:
March 13, 2026