Job Description
Brief Description of the Organization
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com.
Description
Job Purpose:To
ensure the timely and accurate placing of fund, equity and alternative
trade investments, and ensure a compliant, efficient, and timely service
to client and customers.
To work with our network of message routing vendors, and work to tight intra day deadlines, and quickly ensure resolution of issues to minimise risk and impact to ourselves and out customers.
To work with our network of message routing vendors, and work to tight intra day deadlines, and quickly ensure resolution of issues to minimise risk and impact to ourselves and out customers.
NOTE: This is a Bonus Eligible position
Job Background/context:Part
of Wrap Operations, the primary role of the Trading team is to ensure
all trades in funds, equities and alternative investments requested on
clients accounts are placed within relevant deadlines, with any related
queries/issues being investigated and dealt with in a timely manner.
Key Responsibilities:• Daily
allocation of work to team members taking account of skill levels,
volumes and SLAs. Working with Team Manager to identify solutions if any
SLA is under threat.
• Supporting Manager in optimising team performance through provision of ongoing, regular performance feedback to team members on both productivity and accuracy.
• Working with Manager to design training plans for all staff and to take responsibility for the roll out of these.
• Ensure the timely event reporting of breaches and incidents and identification and implementation of preventative measures when issues arise
• Assist in the clearance of transactional-related stock and cash breaks
• Develop and maintain positive and constructive working relationships with other teams within Wrap Operations and various internal Citi stakeholders
• Assist in the clearance of transactional-related stock and cash breaks
• Working closely with other relevant operations managers to ensure that process risks are minimised
• Carrying out regular independent quality checks and linking findings into training plans and regular feedback.
• Managing training of new entrants and providing support to help them settle in and contribute to operation.
• Involvement in production of MI in team and working with Manager to ensure trends and learning are understood and improvement plans put in place as appropriate.
• Identifying areas for improvement, putting plans in place to address and delivering results against plans.
• Controlling indirect tasks within team to ensure that all carried out on time.
• Ensure the team maintains up-to-date, written procedures and controls for existing and new business including implementation of approved procedures in a controlled manner
• Placing trades with Fund Managers and Stockbrokers
• Investigating and responding to queries from Fund Managers and Stockbrokers
• Escalating to line manager suspected transactional issues, failures or potential losses
• Raising & responding to client queries/issues
• Work in full compliance with established processes
• Operating within strict regulatory timescales, agreed business SLAs and confidentiality standards
• Supporting Manager in optimising team performance through provision of ongoing, regular performance feedback to team members on both productivity and accuracy.
• Working with Manager to design training plans for all staff and to take responsibility for the roll out of these.
• Ensure the timely event reporting of breaches and incidents and identification and implementation of preventative measures when issues arise
• Assist in the clearance of transactional-related stock and cash breaks
• Develop and maintain positive and constructive working relationships with other teams within Wrap Operations and various internal Citi stakeholders
• Assist in the clearance of transactional-related stock and cash breaks
• Working closely with other relevant operations managers to ensure that process risks are minimised
• Carrying out regular independent quality checks and linking findings into training plans and regular feedback.
• Managing training of new entrants and providing support to help them settle in and contribute to operation.
• Involvement in production of MI in team and working with Manager to ensure trends and learning are understood and improvement plans put in place as appropriate.
• Identifying areas for improvement, putting plans in place to address and delivering results against plans.
• Controlling indirect tasks within team to ensure that all carried out on time.
• Ensure the team maintains up-to-date, written procedures and controls for existing and new business including implementation of approved procedures in a controlled manner
• Placing trades with Fund Managers and Stockbrokers
• Investigating and responding to queries from Fund Managers and Stockbrokers
• Escalating to line manager suspected transactional issues, failures or potential losses
• Raising & responding to client queries/issues
• Work in full compliance with established processes
• Operating within strict regulatory timescales, agreed business SLAs and confidentiality standards
Development Value:• High visibility role with exposure to people at all levels,
• Opportunity to work in a dynamic and growing business with significant potential for future growth
• Develop an understanding of wider internal Wrap Departments and functions and the interfaces with the market
• Opportunity to increase analytical and numerical skills
• Assist in identifying solutions to problems that arise in a developing environment
• Opportunity to work in a dynamic and growing business with significant potential for future growth
• Develop an understanding of wider internal Wrap Departments and functions and the interfaces with the market
• Opportunity to increase analytical and numerical skills
• Assist in identifying solutions to problems that arise in a developing environment
Qualifications
Knowledge/Experience: Essential:• Previous experience in Financial Services
• Previous experience in a Settlement related role is desirable
• Previous experience in a Settlement related role is desirable
Desirable:• Experience of working to strict deadlines and targets
• Be able to take ownership of resolving issues
• Awareness of relevant FSA regulation
• Be able to take ownership of resolving issues
• Awareness of relevant FSA regulation
Skills:• Proficient with Microsoft Office Suite - specifically Excel;
• Strong Problem Solving skills
• Adaptable
• Excellent attention to detail
• Decision Making & Judgement
• Ability to prioritise and work to tight deadlines
• Able to take responsibility in a high risk environment
• Decision Making & Judgement
• Feedback constructively to staff and support their improvement
• Strong Problem Solving skills
• Adaptable
• Excellent attention to detail
• Decision Making & Judgement
• Ability to prioritise and work to tight deadlines
• Able to take responsibility in a high risk environment
• Decision Making & Judgement
• Feedback constructively to staff and support their improvement
Qualifications:• Industry experience within Financial Services
• Direct skills, knowledge and experience of a Wrap operational environment
• Direct skills, knowledge and experience of a Wrap operational environment
Exceptional
candidates who do not meet these criteria may be considered for the
role provided they have the necessary skills and experience.
Competencies:• Strong organisational skills with ability to multi-task effectively
• Excellent oral and written communication skills
• Strong interpersonal skills across all levels
• Self-motivated
• Takes responsibility for own actions
• Ability to work under pressure
• Has ambition and drive
• Excellent oral and written communication skills
• Strong interpersonal skills across all levels
• Self-motivated
• Takes responsibility for own actions
• Ability to work under pressure
• Has ambition and drive
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