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Officer, Custody Processing Support – Transaction Management Analyst - Hybrid
Salary undisclosed
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- Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated, and resolved timely and professionally and in line with departmental standards.
- Provide support to team and internal stakeholders as and when required.
- Maintain client portfolio through regular calls and face to face interaction, as needed.
- Inform clients about issues (for e.g., systems, markets and other custody related matters that have client’s impact) and provide regular resolution updates.
- Advise on and advocate the implementation of process improvement and reengineering to improve client experience.
- Maintain knowledge of new market and regulatory requirements affecting client portfolio/base.
- Escalate client feedback and issues in a timely and appropriately manner.
- Conduct necessary analysis to resolve problems, liaising with internal teams on escalation, as necessary.
- Complete tasks such as transaction management instruction processing (as and when required), reviews, reporting and maintain risk and control environment by adhering to the guidelines and procedures.
- Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives.
- Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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.
- Bachelor's degree/University degree or equivalent experience
- 1-3 years of client service and settlement processing experience.
- Relevant experience (business/financial environment) preferred.
- Demonstrated project management and organizational skills to prioritize multiple tasks.
- Proven self-reliance and accountability and ability to manage risk.
- Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders.
- Proven investigative and analytical skills.
- Consistently deliver high-quality client service with focus on building client relationships and achieving quality results
- Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated, and resolved timely and professionally and in line with departmental standards.
- Provide support to team and internal stakeholders as and when required.
- Maintain client portfolio through regular calls and face to face interaction, as needed.
- Inform clients about issues (for e.g., systems, markets and other custody related matters that have client’s impact) and provide regular resolution updates.
- Advise on and advocate the implementation of process improvement and reengineering to improve client experience.
- Maintain knowledge of new market and regulatory requirements affecting client portfolio/base.
- Escalate client feedback and issues in a timely and appropriately manner.
- Conduct necessary analysis to resolve problems, liaising with internal teams on escalation, as necessary.
- Complete tasks such as transaction management instruction processing (as and when required), reviews, reporting and maintain risk and control environment by adhering to the guidelines and procedures.
- Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives.
- Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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.
- Bachelor's degree/University degree or equivalent experience
- 1-3 years of client service and settlement processing experience.
- Relevant experience (business/financial environment) preferred.
- Demonstrated project management and organizational skills to prioritize multiple tasks.
- Proven self-reliance and accountability and ability to manage risk.
- Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders.
- Proven investigative and analytical skills.
- Consistently deliver high-quality client service with focus on building client relationships and achieving quality results