Custody - Client Onboarding Senior Analyst
Warsaw, Poland
2 d. temu


Job Purpose : The Securities Services Client Implementations function is hiring a Client Onboarding Senior Analyst as part of a team of dedicated onboarding specialists for the Custody account opening, maintenance and closures execution processes. Key Responsibilities :

  • Responsible for client interaction, documentation issuance, review and system setups.
  • Demonstrates high level of diligence, motivation and organizational skills.
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior client service and resolution of client issues.
  • Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, 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 and internal partners.
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Ensures consistent delivery of high quality service to clients through meeting or exceeding client expectation guided by service level agreements and efficiency / accuracy standards.
  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
  • Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc.
  • in such that these may be responded to in an efficient, prompt and professional manner.

  • Embarks on continuous on the job training for end to end product knowledge.
  • Understands client requirements and implement them correctly.
  • Understands new client requirements and ensure adequate support to new client requirements and initiatives.
  • Monitors client satisfaction and service level and drive process changes. Provides innovative solutions to clients.
  • Ensures a strong and robust processing environment with effective controls. Establishes risk management practice.
  • Maintains a strong culture of risk and controls in the team through various processes and check points.
  • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
  • Contributes to innovative solutioning to client issues.
  • Development Value :

  • Important role within the Implementations function, underpinning Citi’s strategy to Be the Best for Our Clients
  • Growth business area.
  • Senior management exposure
  • Opportunity to develop valuable subject matter expertise within a dynamic business, in a large and varied Operations environment
  • Exposure to Clients, Product and alternative groups within Securities Operations
  • Knowledge / Experience :

  • Experience of working in a process-driven environment
  • Experience of ensuring credibility is maintained through solid delivery against commitments
  • Experience of a financial services environment
  • Experience of working in a controls-focused environment
  • Proven experience delivering tangible results in an Operations focused environment
  • Qualifications :

  • Experience in Financial Services
  • Educated to degree level
  • Skills :

  • Operations focused
  • Pragmatism combined with a can-do attitude is a pre-requisite
  • Excellent oral and written communication skills
  • Excellent interpersonal skills
  • Drive and enthusiasm, outstanding attention to detail and the ability to deliver to a high standard under time pressure
  • Execution mind-set, with a focus on tangible results
  • Competencies

  • Strong people, process and business focus, with the ability to work in a team of diverse skill sets and cultures
  • Ability to remain calm and objective in a high-pressure environment
  • Must have strong self-management and be ready to use own initiative
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

    Valuing Diversity : Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success.

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