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Job Overview : The Customer Service Analyst 1 is an intermediate level position responsible for processing orders and transactions for Equity and Corporate Debt segment. The overall objective of this role is to assist in the matching, confirmation and settlement of client transactions in capital market.

Responsibilities :

- Process securities transactions, provide analytic input for traders and aid in review of derivative products
- Identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership
- Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services
- Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements




- Escalate transaction processing issues to the appropriate department and collaborate on a solution
- Design and analyze moderately complex reports, in coordination with standards set by direct leadership
- Assist with control activities, and the launch of new products and services
- Ensure processes adhere to audit and control policies

Qualifications :

- Previous relevant experience preferred
- Fundamental understanding of Custody products, accounting and regulatory policies
- Demonstrated knowledge of AI tools
- Proven investigative, analytical and risk management skills
- Demonstrated ability to present concepts and influence/lead change
- Consistently demonstrate clear and concise written and verbal communication

Education :

- Bachelor's degree/University degree or equivalent experience 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.

📌 Customer Service Analyst 1 (Mumbai)
🏢 Citi
📍 Mumbai