Securities & Derivatives Analyst 2

Job Description

As a Client Service Officer at our company, you will be responsible for delivering Custody Services to both internal and external institutional clients in EMEA/US Markets. Your role will involve having a strong product knowledge of various instruments in the Securities Markets and managing client transactions related to business, credit, and investment products. It will be essential for you to ensure that all transactions are completed within audit and compliance standards, in a timely manner.Key Responsibilities:- Deliver Custody Services to internal and external institutional clients- Manage and execute client transactions ensuring compliance with audit standards- Take ownership of client investigations and collaborate with operational teams for resolution- Coordinate account maintenance and reporting account status changes- Enforce banking policies for operational integrity and high client satisfaction- Arrange and participate in client calls and perform service quality check-ins- Identify and document new business opportunities for referral- Utilize Citi applications for efficient task completion- Participate in service-related process improvementsQualifications:- 7-9 years of relevant experience in Client Services role in Custody Settlements- Experience in capital markets with front-to-back knowledge- Flexibility to work in shifts- Self-starter and strong team player- Clear and concise written and verbal communication skills- Strong organizational and time management skills- Ability to problem solve and analyze data with attention to detail- Client facing experience in operations and compliance fields- Knowledge of investments, banking, and custody productsEducation:- Bachelors/University degree or equivalent experiencePlease note that this job description provides an overview of the tasks performed. Other job-related duties may be assigned as required by the company. As a Client Service Officer at our company, you will be responsible for delivering Custody Services to both internal and external institutional clients in EMEA/US Markets. Your role will involve having a strong product knowledge of various instruments in the Securities Markets and managing client transactions related to business, credit, and investment products. It will be essential for you to ensure that all transactions are completed within audit and compliance standards, in a timely manner.Key Responsibilities:- Deliver Custody Services to internal and external institutional clients- Manage and execute client transactions ensuring compliance with audit standards- Take ownership of client investigations and collaborate with operational teams for resolution- Coordinate account maintenance and reporting account status changes- Enforce banking policies for operational integrity and high client satisfaction- Arrange and participate in client calls and perform service quality check-ins- Identify and document new business opportunities for referral- Utilize Citi applications for efficient task completion- Participate in service-related process improvementsQualifications:- 7-9 years of relevant experience in Client Services role in Custody Settlements- Experience in capital markets with front-to-back knowledge- Flexibility to work in shifts- Self-starter and strong team player- Clear and concise written and verbal communication skills- Strong organizational and time management skills- Ability to problem solve and analyze data with attention to detail- Client facing experience in operations and compliance fields- Knowledge of investments, banking, and custody productsEducation:- Bachelors/University degree or equivalent experiencePlease note that this job description provides an overview of the tasks performed. Other job-related duties may be assigned as required by the company.

Keyskills :
Client ServicesCapital MarketsBankingInvestmentsOperationsComplianceData AnalysisCommunication SkillsProblem SolvingTime Management