Client Onboarding Senior Analyst, Citi

Citi

Location:
India, Pune

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Custody Client Onboarding Sr Analyst plays a critical role in managing a portfolio of clients to flawlessly implement new and existing client mandates for Citi’s Securities Services Custody business. This position focuses on client-centric operations, talent management, and ensuring robust risk and controls practices while designing and managing MIS dashboards and reporting tools.

Job Responsibility:

Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues
Responsible for end-to-end client interaction, documentation issuance, review and system setups across the Custody product and associated underlying market setups from North America Global Window client’s perspective
Responsible for maintaining and enhancing service contact, standards, and delivery metrics for a portfolio of institutional clients
Understands client requirements and implements them correctly
Performs day-to-day management of the account opening and maintenance processing, including daily management of in-process and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements
Supports the motivation of staff through constant interaction with the team
Demonstrates high level of diligence, motivation, and organizational skills
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Encourages cross-functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels. Identifies and develops high performers for next level jobs/mid-management position
Ensures team delivers as per service level agreements
Supports training for new staff
Develops job descriptions for hiring
Manages subordinate supervisors and project staff
Ensures a robust processing environment with effective controls
Establishes risk management practice
Maintains a culture of risk and controls in the team through various processes and check points
Identifies means to reduce transaction defects (internal and external)
Develops performance matrices to track defects, productivity
Ensures clean audit results
Design, develop and manage MIS dashboards and reporting tools to track operational metrics, volume, SLA adherence, risk indicator etc.
Build and maintain Excel-based reports, pivot reports to streamline daily/weekly/monthly reporting
Prepare executive presentations and summarizes using PowerPoint for Senior stakeholders and governance meetings
Analyze trends in operational data to proactively identify risks, breaks or opportunities for process improvement
Ensure data accuracy and timely delivery of all internal/external MIS reports
Collaborate with Tech/Change teams to automate manual processes.

Requirements:

10-12 years of experience in account opening, onboarding, client service, documentation review, account maintenance and related cash products
Experience in designing, developing and managing MIS dashboards and reporting tools to track operational metrics, volume, SLA adherence, risk indicator
Securities Services / Custody experience (preferred)
Good interpersonal communication skills. Able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills
Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
Able to strive under pressure and covert opportunity from risk
To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks, and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice
Proficient knowledge of English (written and spoken).

Nice to have:

Securities Services / Custody experience
Experience designing, developing and managing MIS dashboards and reporting tools to track operational metrics.

What we offer:

Equal opportunity employer guaranteeing consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran
Inclusive workplace with opportunities for growth
Access to global networks and career development.

Additional Information:

Job Posted:
August 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboarding Senior Analyst