Reference Data Services Analyst - Client Onboarding - APAC Shift
At a glance
Mid-level Customer Success role at Citi. Taguig Philippines · full-time.
Pay not stated Customer Success salary
growthroles summary, based on the employer's posting.
What you'll do
- Oversee daily work to create and update customer accounts, security records and pricing data across systems and teams
- Spot ways to improve data accuracy and the service clients receive
- Cover for the manager, guide teammates, review performance and flag training needs
- Lead project delivery and supervise junior staff as they complete their assigned work
- Check business decisions for risk, follow applicable rules and policies, and raise control concerns transparently
What you bring
- Two to four years managing client, counterparty or account data at a global financial services organization
- A solid awareness of client needs and expectations
- A bachelor's degree or equivalent experience
Who this fits
This mid-level role suits someone with client or counterparty data experience who can guide junior colleagues and step in for a manager. It is based in Taguig, Philippines, with a hybrid setup and an APAC shift.
From the employer
The Reference Data Services Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
- Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams.
- Identify opportunities for improvements to quality of data and client service levels
- Acts as backup for manager
- Provides direction and guidance to team, evaluating performance, making recommendations and identifying training requirements.
- Responsible for the successful management and delivery of project initiatives and for the supervision of junior staff to ensure delivery of their tasks which contribute to the projects.
- 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.
Qualifications:
- 2-4 years of relevant experience in client/counterparty/account data management within a global financial services organization
- Good awareness of client needs/expectations
- Financial services related qualifications (e.g. IAQ or similar)
Education:
- Bachelor’s/University degree or equivalent experience
#LI - AR1
------------------------------------------------------
Job Family Group:
Operations - Services------------------------------------------------------
Job Family:
Reference Data Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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.
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 Citi’s EEO Policy Statement and the Know Your Rights poster.
Not this one either?
Claude or ChatGPT reads the other 93,843 for you.
Get better matches →
