Reference Data Services Associate Analyst

Responsibilities

• Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.
• Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client.
• Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
• Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
• Support and monitor the timely and accurate execution of client and internal requests to the group.
• Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
• Perform client documentation searches across internal and external sites and compile client profiles.
• Interact with client regarding the latest status and current on-boarding actions.
• Partner with internal teams to ensure regulatory reviews on all clients are performed.
• Ensure all client review materials are in place and completed.
• Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.
• Participate in initiatives to improve the client and account management process.
• Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.

Qualifications

• Previous, client facing, middle office or operations financial services experience.
• Some knowledge of capital market products.
• Strong analytical and creative Solving abilities.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Strong organization skills with high attention to details.