Job Description

The Client Onboarding Implementation person is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual and onboarding of custody clients.

Responsibilities:

o Act as the single point of contact to clients\' contact involved in implementation. Manage and coordinate the overall implementation process including migrations, account openings and entitlements to deliver client desired services

o Develop and communicate a regular status of all implementations in the relevant region highlighting any potential risk. Focused on Custody clients initially but with potential to learn and grow into implementing other products for our clients

o Engage in client discussions & relationship management activities as required to support the various Businesses

o Work together with key parties in each project, and ensure all parties are accountable for their tasks and progress as planned.

o Manage tasks to shorten cycle time and accelerate generation of revenues.

o Handhold clients while working very closely with our CAOT team in fulfilling markets account opening documentations

o Lead internal resources across functions (operations, systems, and products management), to complete implementations on time

o Arrange handover of the client service requirements to Client Servicing Team along with BAU team for seamless transition upon successful completion of transition activities

o Coordinate transition activities with all internal and external parties and report to clients

o Provide feedback on current processes and be a member to contribute to process improvement initiatives, if appropriate

o Provide regular internal and external update regarding that projects that he/she is running.

Qualifications:

• Extensive knowledge of banking products and operations, especially securities related services specifically Global Custody & Direct Custody

o Minimum of 5 - 10 years in a securities operations/client service role

o Solid experience of assets transition and custody account opening activities preferred

o Strong Customer orientation, Client facing skills and team player

o Energetic, flexible, collaborative, and proactive with strong organizational skills

o Good time management, negotiation and communication skills

o PMP certified and good project management skills

o Proficient in MS Projects

o Able to identify issues/risks and escalate where appropriately by maintaining and keeping clear project reporting by use of RAID, change logs * A \'can do\' positive attitude, team player, collaborator who is willing to learn and progress their career in a fast past environment serving our clients


Job Family Group:
Customer Service


Job Family:
Institutional Client Onboarding


Time Type:
Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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