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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