Assistant Vice President, Onboarding Senior Analyst - Custody Account Services

As a Senior Custody Account Onboarding Analyst, you will set up and maintain custody accounts that let clients trade securities across global markets, working as a hands-on individual contributor within Citi's Custody Account Services team. You will own account opening and maintenance processes end-to-end, partnering with clients and cross-functional teams to deliver fast, accurate account setups that support trading in multiple countries. Success in this role means dependable account activation, strong client relationships, and a smoother custody experience for Citi's global client base.

 

Responsibilities

 

• Manage the end-to-end account opening and maintenance process for custody clients, including documentation, system setups, and daily handling of in-process, pended, and service-related activities.
• Set up custody accounts that support clients trading securities across multiple countries, including account requirements for Stock Connect and Bond Connect where applicable.
• Serve as the main point of contact for clients and internal partners throughout the onboarding process, resolving account setup questions quickly and clearly.
• Lead project-based initiatives in the account services function, partnering with cross-functional teams to support new client requirements and business initiatives.
• Monitor client satisfaction and service quality, then apply the insights to improve onboarding processes and efficiency.
• Resolve escalated account setup issues and act as a technical resource for colleagues working through complex onboarding scenarios.
• Coach and train new team members on account opening procedures, sharing feedback that strengthens team performance.
• Apply sound risk and control judgment throughout the onboarding process, helping protect Citi and its clients while meeting regulatory requirements.

 

Required Qualifications & Skills

 

• 5 to 8 years of relevant experience in account services, custody operations, or a related finance function.
• Bachelor's degree in finance, economics, or a related field, or equivalent practical experience.
• Proven stakeholder management experience at an intermediate to senior level, partnering effectively with internal and external business contacts.
• Clear and concise written and verbal communication skills, with strong interpersonal skills for engaging global clients and partners.
• Project management skills, including managing financial costs and prioritizing competing deliverables under pressure.
• Exposure to customer service operations, system testing, and rollout processes.
• Ability to balance business objectives with risk and control requirements, exercising sound judgment in fast-paced situations.

 

Beneficial Skills & Qualifications

 

• Experience with Stock Connect and/or Bond Connect programs.
• Fluent spoken Mandarin and written Chinese language skills.

 

What We Offer

 

Join a team that keeps custody accounts running smoothly for clients trading across global markets, where your work has a direct, visible impact on client experience. Citi gives you ownership of meaningful projects while investing in your long-term growth.

 

• Work in a hybrid model with 3 days in the office and 2 days working remotely each week.
• Build expertise across global custody markets, including exposure to Stock Connect and Bond Connect account structures.
• Access ongoing learning and development programs to grow your project management and stakeholder management skills.
• Collaborate with colleagues and clients across multiple countries as part of a globally connected team.
• Benefit from wellbeing resources, financial planning support, and family-friendly policies designed to support your life outside work.

 

Apply now to help shape seamless custody account experiences for clients trading across global markets.

• Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.

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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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

 

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