About the role

Aplyr's Quick Take

This role is about processing and analyzing securities transactions in the capital markets, focusing on equity and corporate debt. It's an intermediate-level position that involves troubleshooting settlement issues, collaborating with other departments, and ensuring compliance with regulations. This is primarily an individual contributor role.

Good fit

Ideal candidates have a background in finance or customer service, with a few years of relevant experience. Strong analytical skills and the ability to communicate effectively are essential, along with a proactive approach to problem-solving.

Worth noting

The role requires a fundamental understanding of custody products and regulatory policies, which may be a barrier for some applicants. There's also an emphasis on using AI tools, which could be a plus for tech-savvy candidates.

The Customer Service Analyst 1 is an intermediate level position responsible for processing orders and transactions for Equity and Corporate Debt segment. The overall objective of this role is to assist in the matching, confirmation and settlement of client transactions in capital market.

Responsibilities:

Process securities transactions, provide analytic input for traders and aid in review of derivative products
Identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership
Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services
Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements
Escalate transaction processing issues to the appropriate department and collaborate on a solution
Design and analyze moderately complex reports, in coordination with standards set by direct leadership
Assist with control activities, and the launch of new products and services
Ensure processes adhere to audit and control policies
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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.

Qualifications:

Previous relevant experience preferred
Fundamental understanding of Custody products, accounting and regulatory policies
Demonstrated knowledge of AI tools
Proven investigative, analytical and risk management skills
Demonstrated ability to present concepts and influence/lead change
Consistently demonstrate clear and concise written and verbal communication

Education:

Bachelor's degree/University degree or equivalent experience

------------------------------------------------------

Job Family Group:

Customer Service

------------------------------------------------------

Job Family:

Institutional Customer Service

------------------------------------------------------

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.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Aplyr's read

Citigroup is a global financial services leader offering diverse roles, attracting professionals in finance, technology, and operations seeking international exposure and advancement.
Synthesized from recent postings & public sources

What's promising

•Citigroup's global presence offers employees opportunities for international career advancement.
•The company invests heavily in technology, providing roles for tech-savvy professionals.
•Citigroup's diverse services allow for career growth across multiple financial sectors.

What to watch

•Citigroup has faced regulatory challenges impacting its operations and reputation.
•The company's size can lead to bureaucratic processes that slow decision-making.
•Citigroup's restructuring efforts may create uncertainty in job stability.

Why Citigroup

•Citigroup's extensive global network differentiates it from many competitors.
•The firm's commitment to innovation is evident in its technology-driven roles.
•Citigroup offers specialized roles requiring language skills, such as Japanese-speaking positions.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Citigroup

Citigroup

citi.com

View company

Citi, also known as Citigroup Inc., is a global financial services corporation that provides a wide range of financial products and services to consumers, corporations, governments, and institutions.