Customer Service Intermediate Analyst

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi's Securities Services (SS) supports our clients' business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We're currently looking for a high caliber professional to join our team as Customer Service Intermediate Analyst based in Taipei, Taiwan. 

Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.  

For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

• We empower our employees to manage their financial well-being and help them plan for the future.

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you're expected to:

The Customer Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support.

• Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards

• Provide coaching and support to team and serve a point of contact for escalations

• Develop and maintain client portfolio through regular calls and face to face interaction, as needed

• Inform clients about problems (system failures, market issues) and provide regular resolution updates

• Advise on and advocate the implementation of process improvement and reengineering to improve client experience

• Maintain knowledge of new market and regulatory requirements affecting client portfolio/base

• Escalate customer feedback, processing delays and errors appropriately

• Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary

• Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment

• Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives

• 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.

As a successful candidate, you'd ideally have the following skills and exposure:

• Bachelor's degree/University degree or equivalent experience

• 5-10 years of cash management, custody securities, clearing and or securities services experience

• Relevant experience (business/financial environment) preferred

• Demonstrated project management and organizational skills to prioritize multiple tasks

• Proven self-reliance and accountability and ability to manage risk

• Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders

• Proven investigative and analytical skills

• Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:

Customer Service

Job Family:

Institutional Customer Service

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.

---