
at Citi
Bulge Bracket Investment BanksPosted 3 days ago
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**Customer Service Analyst 1** at Citi processes Equity and Corporate Debt transactions, assisting in matching, confirmation, and settlement. Key responsibilities involve processing securities transactions, identifying and resolving settlement issues, and making process improvement recommendations. Additionally, the role requires analyzing reports, ensuring adherence to audit and control policies, and escalating transaction processing issues. Essential skills include a fundamental understanding of Custody products, proven analytical and risk management skills, and demonstrated knowledge of AI tools. Bachelor's degree or equivalent experience is required. This is an intermediate level, full-time position in the Institutional Customer Service job family, located in Mumbai, India.
- Compensation
- Not specified
- City
- Mumbai
- Country
- India
Currency: Not specified
Full Job Description
Customer Service Analyst 1
Job Req Id:
26969131
Location(s):
Mumbai, Maharashtra, India
Job Type:
On-Site/Resident
Posted:
Jun. 09, 2026
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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
- 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:
- 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
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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.------------------------------------------------------
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