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We are in the process of establishing a new CitiService function as part of the Bank's strategic focus to deliver a premium client experience and seeking to recruit a client focused Assistant Vice President to support Investor Services Operations, who will contribute to the newly formed CitiService function and team in EMEA, as well as supporting some senior client relationships. Investor Services provides a suite of services across 101 markets and associated global CSC locations seeing significant product and client growth in the local and global products including Custody, Funds, Issuer & Execution Services.
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
Own accurate logging of Operational Risk Events and review with senior management to ensure effective actions
Periodically assess and review controls for effectiveness (quarterly)
Participate in risk reviews to monitor levels and quantify financial exposures
Review KRI Manager results
identify and raise Corrective Action Plans (CAPs)
Track completion of corrective and preventive action plans
Appropriately assess risk when business decisions are made
Identify and communicate process optimization opportunities to management
Support implementation of new process ideas and strategic initiatives
Provide in-depth analysis to define root causes of client queries, anticipate needs, and develop innovative solutions for recurring issues
Participate in and support strategic initiatives aligned the Investor Services strategy
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
Nice to have:
Proficient in data analysis/interpretation
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
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