Apply NowLocations: Melbourne, Victoria, Sydney, New South WalesJob Function: Operations - Transaction ServicesEmployee Status: RegularJob ID: 20201976
To receive and distribute all incoming client inquiries for the department and monitor responses to ensure accuracy and adherence to our communication and service standards
Ensure compliance with global Standards for the monitoring, replying to and recording of client queries in query management system.
Some oversight of processing related functions, such as corporate actions, settlements, account opening, security coding and others.
Monitor all settlement systems to ensure all issues are escalated and resolved without client impact
Monitor and calculate client’s stock positions where necessary
The preparation of weekly/monthly client service reports for presentation in client service meetings with operations management and the account management team
Work with our Implementations Team to assist in managing all new client take on’s 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 the distribution of incoming manual client instructions
Proactively work with peers across other internal Citi teams to ensure understanding of changing client requirements and needs
Staff management, inclusive of developing and managing staff performance.
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.
Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results
Comply with the ethical standards contained in the Code of Conduct
Adhere to firm policies and procedures, regulatory and legislative requirements
KEY COMPETENCIES / SKILLS
Exposure to client contact i.e. – proactive and/or quality service
Ability to comprehend difficult concepts and to disseminate information in a precise comprehensible format
Ensure that ASX Business rules are upheld and that compliance issues are dealt with in a timely manner
Strong background and experience in back office processes and procedures
Working knowledge of the Equities, Fixed Income and Cash markets in Australia and New Zealand
Knowledge of SWIFT
Understanding of corporate action events
At least 5 years industry experience with a stockbroker or custodian area.
Securities Institute Australia (SIA) qualifications preferred (not essential)
Ability to work in a team environment with minimal supervision
Keen learner and pro-active in initiating process improvement
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - AU
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