Expoint - all jobs in one place

מציאת משרת הייטק בחברות הטובות ביותר מעולם לא הייתה קלה יותר

Limitless High-tech career opportunities - Expoint

Citi Group Securities & Derivatives Client Service Analyst 
India, Maharashtra, Pune 
142316284

19.07.2024

Responsibilities:

  • Deliver Custody Services to internal clients and external institutional clients for EMEA/US Markets

  • Product knowledge of various instruments of Securities Markets.
  • Manage and execute client transactions with respect to business, credit, and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
  • Take ownership of client investigations (e.g., statement reporting issues, settlement inquiries, account set up etc) and collaborate with operational and middle office teams to ensure effective resolution.
  • Coordinate account maintenance for all products and reporting account status changes, rates and fee waivers.
  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
  • Proactively arrange and participate in client calls and perform service quality check-in calls to clients.
  • Identify and document new business opportunities for referral to product specialist.
  • Perform responsibilities through proficient use Citi applications. Participate in service-related process improvements.

Qualifications:

  • 1-2 years of relevant experience. Preferable in Client Services role in Custody Settlements.

  • Experience in the capital markets domain with front-to-back knowledge.
  • Flexibility to work in shifts.
  • Self-starter and strong team player.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Ability to multi-task with strong organizational and time management skills per the needs of team and clients
  • Ability to problem solve and analyse data with demonstration of attention to detail.
  • Strong verbal and written communication skills
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous experience & knowledge of investments, banking, and custody products.
  • Bachelor's/Universitydegree or equivalent experience


This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Securities and Derivatives Processing


Time Type:

Full time

View the " " poster. View the .

View the .

View the