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Client Service Manager - Global Custody

Melbourne, Australia

Job Req ID 21409900
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Overview

Our employees are energetic and dedicated individuals who work in a fast-paced and challenging position that relies on the ability to think and react quickly, formulate creative solutions to pressing problems, and serve clients with dedication. Our employees serve as the human voice and personality behind the Citi brand as they provide quality customer service with each and every client interaction.

Success Profile

  • Customer focused
  • Enthusiastic
  • Quick thinking
  • Adaptable
  • Efficient
  • Digitally savvy

Glassdoor Reviews

“Great retention and advancement opportunities with Citi. The company is committed to increasing customer excellence – both internal and external.” Mortgage Default Collections, Florence, KY
“Great pay, benefits, flexibility! I've been with the company since 2000, relocated to different locations and love my job.” Customer Service Representative, Jacksonville FL
“Company strives to not only provide the best customer service but also strives to provide a great environment for their employees and provide employees with services to keep them happy as well.” Customer Service Representative, Boise ID
“Professional environment, actual care and concern for the clients and customers, fantastic benefits, amazing ways to give back to the community.” Call Center Customer Service Representative, Gray TN

Responsibilities

The role of the Client Service Manager (CSM) supporting Global Custody (GC) operations as well as Direct Clearing & Custody (DCC) is to ensure we provide a pro-active customer service experience to all Citi’s domestic and international clients covering both investor and intermediary types in support of all international markets. This includes local team as well as the offshore servicing hubs. The CSM is required to ensure we meet the SLA turnaround times in responding to all incoming queries received by telephone, email or other means. The CSM is also a first point of escalation and faces off to local and regional business stakeholders as well as working with various Global Window operations in servicing client’s needs across cash, trade support and corporate actions. The most important aspect for this role outside of excellent client service focus is knowledge and experience of inner workings of international markets across all custody product offerings.

Responsibilities:

  • To monitor and proactively address all incoming client inquiries for the department

  • Monitor queries flow for international markets (via Kuala Lumpur (KL), Dublin and Tampa US GC servicing structure) and ensure response accuracy and adherence to our communication and service standards

  • Provide direction and feedback to global teams, particularly those in the GC servicing structure hubs, but also including the Direct Custody branches in over sixty countries.

  • Providing opportunities to the staff in the GC servicing hub structure to develop their servicing skills and knowledge of client’s needs, while ensuring the teams remain motivated to provide a high level of service. Provide feedback and direction in relation to recruitment processes and skillset requirements to ensure servicing excellence

  • Potential for further local team leadership should business continue with current rate of growth and more support needed onshore

  • Offshore staff management across multiple offices through influencing, planning and reviewing key performance indicators from client servicing perspective.

  • Proactive escalation of issues to operational management, client executives and sales areas

  • Ensure compliance with global standards for the monitoring, replying and recording of client queries in query management system

  • Close partnerships with global window operations across the Citi network (main focus on KL GC)

  • Provide CDS (CitiDirect for Securities) level 1 support for all clients

  • Within the group, prepare and manage client credit requirements for each settlement day in conjunction with the a/c management, risk and credit teams

  • Plans, administer, manage and review service to major client to ensure we are providing appropriate level of service as required by after-sales and post implementation servicing

  • Work with global custody servicing team to ensure most efficient and robust processes are adopted for client servicing purposes

  • Preparation of weekly/monthly service reports for presentation in regular client service reviews

  • Manage weekly review of service being provided to client and internal stakeholders, inclusive of weekly service review with clients

  • Work closely with our Implementations Team to assist in managing all new client take-ons to ensure a smooth implementation

  • Communicate any cross selling opportunities to the Account Management Team in dealings with clients

  • Participate in system testing and process improvement projects

  • Manage client issues

  • Within the group, manage the preparation and distribution of daily, weekly and monthly MIS for distribution to client, local and regional senior management

  • Developing and reviewing policies, procedures and documents pertaining to client service and custody processing to ensure quality of service being provided by the team

  • Proactively work with peers across other internal Citi teams to ensure understanding of changing client requirements and needs

  • Manage relationships with Citi internal teams to ensure relevant information is being exchanged

  • Be a first point of escalation for client problems, issues and complaints.

  • Project management, including process improvements, reduction of client queries, process efficiencies and client projects

Qualifications:

  • Minimum of 5 years Operations / Client Service experience , gained within a broking or custody environment, preferably with exposure to international markets

  • Working knowledge of international markets custody offerings around Equities, Fixed Income, FX, Asset Servicing, Cash

  • Understanding of client onboarding requirements and implementation approach processes

  • Knowledge of SWIFT

  • Understanding of corporate action events

  • At least 5 years industry experience with a stockbroker or custodian area, preferable in role servicing international markets

  • Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.

  • Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of multitasking and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.

  • Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).

Education:

  • Bachelor’s/University degree or equivalent experience

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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  • Join our team
    of 200,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 98 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

See what it’s like to work in Customer Service

  • Find out more about Customer Service job opportunities at Citi and hear from our employees as they share some of their innovative work and projects that help shape progress around the world.

Success Stories

Get inspired and hear what employees who started their careers in Customer Service have to say about Citi

Erica Selvic

Erica

Escalation Specialist 5
Tenure at Citi: 10 years

Learn more

What does your day-to-day job entail and what do you like most about it?

My day-to-day job entails speaking with escalated customers by phone. My job consists of reviewing customer accounts and making decisions based on specific account scenarios. As a phones supervisor, what I like most is having the entitlements to help the customer if the situation warrants it or their account qualifies. I also deal with a lot of one-off situations that aren’t very common, which makes the job interesting, too.

What do you enjoy most about your role?

What I enjoy most about my job is the ability to reassure, calm, and care for upset customers. I really enjoy making customers feel valued, acknowledged, and appreciated, even if I can’t always give them what they want. It’s extremely satisfying making someone who was angry, happy by the end of the call.

What skill set does someone working in this kind of area need?

To perform this role, you have to be an excellent communicator and phenomenal listener. You must work well under pressure, and have excellent time management. You must be confident, firm, and assertive in all situations.

What advice would you give to someone looking to break into a career in customer service?

Always use positive language, be a leader, and learn from your mistakes!

Where can a career at Citi take you?

It can take you so many places! You can do management, training, project management, and so much more; you don’t have to just be on the phones. There are many opportunities to explore!

What makes Citi a good place to work?

Citi is a good place to work because they are committed to a work-life balance. Citi is flexible with shifts offered, whether you’re a student or new parent. The pay is extremely competitive and the benefits like vacation time, health insurance, and tuition reimbursement are all added bonuses. Citi really takes care of its people.

What is the culture like at Citi?

The culture at Citi is one of the most diverse, collaborative, inviting, and personal I’ve ever experienced. The people you work with are going to be the main reason you want to stay!

Megan Schneider

Megan

Citigold Customer Service
Tenure at Citi: 3.5 Years

Learn more

How did you begin a career in Customer Service?

I worked in the restaurant business until I started at Citi in 2014. I worked my way up to management.

What does your day-to-day job entail and what do you like most about it?

Citigold agents follow through with clients from beginning to end. We solve multiple complex problems every day.

What do you enjoy most about your role?

I really like interacting with people from all over the world. I like solving complex problems presented by our clients.

What skill set does someone working in this kind of area need?

Patience and understanding are very important. When speaking with a client, you never know what is happening in their life. You need to be sensitive to their needs.

What advice would you give to someone looking to break into a career in customer service?

Don’t give up. It will seem hard in the beginning, but once you get into the swing of things it will come more easily.

Where can a career at Citi take you?

Not only can you climb the ladder within Citi but your experience here could help you with future career opportunities you may have outside of the banking world.

What makes Citi a great place to work?

Great work-life balance, amazing benefits, and vacation time.

What is the culture like at Citi?

The culture is very diverse. I also love the culture within our teams. It is like having another family at work.

Nandish Prabhakar

Nandish

Branch Operations & Service Head
Tenure at Citi: 11 years

Learn more

How did you begin a career in customer service?

My journey with customer service began early in my work career when I used to work for the phone banking division of Citi, where providing the highest level of care to problem solve for customers was the top priority. It meant I was talking to very happy customers, upset customers, frustrated customers, etc. What I loved the most was solving customers’ issues smoothly and leaving them satisfied or even happier than when then originally called. I’m thankful I got an opportunity to make customers feel valued – irrespective of the situation.

What does your day-to-day job entail and what do you like most about it?

On a typical workday, I am responsible for overseeing a team that provides a comprehensive client service. The primary focus is on enhanced service excellence to Citibank customers across client segments and channels of delivery, and seamless execution of retail banking solutions that are within a controlled environment. Primary responsibility includes managing the level of service quality to ensure high-quality customer satisfaction in all aspects of retail branch banking processes & procedures.

What do you enjoy most about your role?

I love it when you take an unhappy customer who might be at the point of giving up and turn him/her around to a happy customer that is ready to give you another chance. I enjoy the people I work with. It is a fun and friendly atmosphere and I actually look forward to going to work every morning.

What skill set does someone working in this kind of area need?

  • Patience
  • Listening
  • Attentiveness
  • Clear communication skills
  • Knowledge of the product
  • Ability to use positive language
  • Time management skills.
  • Ability to read customers
  • Goal oriented focus
  • Persuasion skills
  • Willingness to learn
  • Most importantly - Empathy

What advice would you give to someone looking to break into a career in Customer Service?

Today’s competitive environment revolves around the “customer,” where customer is the king and choices are many. Everyone today is selling something – product, service, idea, etc. However the key differentiating factor is how you handle the customer and the level of service that is provided. Inability to provide utmost satisfaction to the customer cannot lead to a long association with the products that the franchise has to offer.

If you enjoy working with people and thrive on making others happy, a career in customer service could be exactly what you need to fulfill your ambitions. There are customer service jobs available in almost every industry. With the right skill set and the desire to help people, you’ll find a variety of different job options to consider. You’ll also have the opportunity for job growth and will be able to move up the career ladder.

Where can a career at Citi take you?

The customer service career pathway prepares you for a variety of positions that involve problem solving, meeting the needs of clients, and working with large diversified teams. Beyond the opportunities for personal growth, the road to and through customer service can lead to career advancement.

Some next-step roles may include:

  • Management/Supervisory roles
  • Product Development/Marketing Department
  • Sales Positions
  • Training & Development
  • Compliance

What makes Citi a great place to work?

I believe people and a firm's culture are very important in one's decision to work at a certain company. I think I would say that what makes Citi really unique is its diversity and the ability for employees to collaborate and innovate. Our leadership is exceptional and the connection with all employees in the organization across levels is something we admire. We have 200 years of legacy, experience, and brand value that no other company can offer.

What is the culture like at Citi?

A truly strong culture that offers mutual support, promotes trust, rewards employees' efforts, and ensures that employees know their work is meaningful. This is clearly visible in our mission to “serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress” and how all employees are aligned to this.

Eric Weigand

Eric

Billing Disputes Expert
Tenure at Citi: 2 Years

Learn more

How did you begin a career in customer service?

I first started working in customer service in retail. I spent a lot of time helping people find things and answering questions about products. I learned early on that sometimes people don’t know what they need, so it’s important to ask questions and get to know your customer a little.

What does your day-to-day job entail and what do you like most about it?

My day is spent reviewing disputes with our card members and helping them understand the current status of their dispute. Educating our card members about their disputes is very important, as it’s a confusing process. I like the challenge that is presented. Every call is different and finding the solution can sometimes be more complicated than it appears.

What do you enjoy most about your role?

Every call, even calls about the same kinds of disputes, can be different. This can keep the calls fresh and prevent you from settling into a boring humdrum of repetition. The people that I work side-by-side with are great.

What skill set does someone working in this kind of area need?

Patience and empathy. A lot of calls are from people who don’t understand the process and want to know why a charge was put back on their account. We have to take the time to understand their point of view and educate them on the best path to take to move the dispute forward.

What advice would you give to someone looking to break into a career in customer service?

Don’t take things personally. You’re going to occasionally get a call where someone is mad and they are yelling. These people are mad at a situation, not at you. Also, if you don’t know the answer, take the time to ask someone.

Where can a career at Citi take you?

Citi is full of opportunities! There are many different departments and various opportunities to move up. Work hard and stick with it and you can achieve any kind of goal.

What makes Citi a good place to work?

The environment at Citi is great. There’s a certain solidarity in Citi amongst everyone. Also, hard work pays off and is recognized.

What is the culture like at Citi?

Citi cultivates a culture of oneness and respect. I can talk to anyone from anywhere in the country in Citi and get the sense that we’re on the same team. I’ve seen this company bend over backwards to go out of its way to help its employees and accommodate them. There’s a very real sense that Citi cares.

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