Global Custody – Client Service Manager

  • Company:
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    22 hours ago
  • Category:
    Customer Service

KEY ACCOUNTABILITIES 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 COMPLIANCE RESPONSIBILITIES 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 Custody experience 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 —————————————————— Time Type :Full time —————————————————— Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity. 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 CLICK HERE . To view the “EEO is the Law” poster CLICK HERE . To view the EEO is the Law Supplement CLICK HERE . To view the EEO Policy Statement CLICK HERE . To view the Pay Transparency Posting CLICK HERE .
Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.