As a Senior Custody Account Onboarding Analyst, you will set up and maintain custody accounts that let clients trade securities across global markets, working as a hands-on individual contributor within Citi's Custody Account Services team. You will own account opening and maintenance processes end-to-end, partnering with clients and cross-functional teams to deliver fast, accurate account setups that support trading in multiple countries. Success in this role means dependable account activation, strong client relationships, and a smoother custody experience for Citi's global client base.
Responsibilities
•Manage the end-to-end account opening and maintenance process for custody clients, including documentation, system setups, and daily handling of in-process, pended, and service-related activities.
•Set up custody accounts that support clients trading securities across multiple countries, including account requirements for Stock Connect and Bond Connect where applicable.
•Serve as the main point of contact for clients and internal partners throughout the onboarding process, resolving account setup questions quickly and clearly.
•Lead project-based initiatives in the account services function, partnering with cross-functional teams to support new client requirements and business initiatives.
•Monitor client satisfaction and service quality, then apply the insights to improve onboarding processes and efficiency.
•Resolve escalated account setup issues and act as a technical resource for colleagues working through complex onboarding scenarios.
•Coach and train new team members on account opening procedures, sharing feedback that strengthens team performance.
•Apply sound risk and control judgment throughout the onboarding process, helping protect Citi and its clients while meeting regulatory requirements.
Required Qualifications & Skills
•5 to 8 years of relevant experience in account services, custody operations, or a related finance function.
•Bachelor's degree in finance, economics, or a related field, or equivalent practical experience.
•Proven stakeholder management experience at an intermediate to senior level, partnering effectively with internal and external business contacts.
•Clear and concise written and verbal communication skills, with strong interpersonal skills for engaging global clients and partners.
•Project management skills, including managing financial costs and prioritizing competing deliverables under pressure.
•Exposure to customer service operations, system testing, and rollout processes.
•Ability to balance business objectives with risk and control requirements, exercising sound judgment in fast-paced situations.
Beneficial Skills & Qualifications
•Experience with Stock Connect and/or Bond Connect programs.
•Fluent spoken Mandarin and written Chinese language skills.
What We Offer
Join a team that keeps custody accounts running smoothly for clients trading across global markets, where your work has a direct, visible impact on client experience. Citi gives you ownership of meaningful projects while investing in your long-term growth.
•Work in a hybrid model with 3 days in the office and 2 days working remotely each week.
•Build expertise across global custody markets, including exposure to Stock Connect and Bond Connect account structures.
•Access ongoing learning and development programs to grow your project management and stakeholder management skills.
•Collaborate with colleagues and clients across multiple countries as part of a globally connected team.
•Benefit from wellbeing resources, financial planning support, and family-friendly policies designed to support your life outside work.
Apply now to help shape seamless custody account experiences for clients trading across global markets.
•Working Environment: office setting, minimal travel required.
•Effort: minimal physical effort required.
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Job Family Group:
Customer Service ------------------------------------------------------
Job Family:
Institutional Client Onboarding ------------------------------------------------------
Time Type:
Full time ------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above. ------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
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