Bilingual: English/Spanish -Client Onboarding Sr. Analyst - AVP- Tampa

The Client onboarding Sr. Analyst will be responsible for Investing and training on a wide variety of Electronic Banking software for CDS/Citi Velocity - Clarity and CDC applications which includes: Custody Reporting; Transaction Manager; CAIN; Intram Cash, Message Manager, Fund Services Reporting, ISW,  OTM, FTP, Entitlements Portal, Clarity, Book and Fund Transfers.

• Client Training:
  • Primary function is to provide clients with training and support on a suite of applications that sits on the Citi Velocity platform which includes Unified Reporting (UR), Transaction Manager (TM),  Fund Services Reporting (FSR), Securities Finance Reporting (SFR), Message Manager (MM), Corporate Action (CAIN), Order and Trade Management (OTM), Clarity 2.0, Citidirect BE (CDC) and Market Guide (MG).
  • Training all end users how to use and benefit from all the functionality available to them within each application.
  • These applications are used for reporting, to perform transactions, and also to retrieve market sensitive information.
  • The Instructor also provides live support as needed and requested. This live support includes but is not limited to, creating report schedules, custom reports, creating transactional alert reports to be sent to the client, etc.
  • Beyond as primary roles as Trainers and Support, we manage and coordinate the Client Refresher Training when a new application is rolled out to keep clients up to date on changes and enhancements.
• Connectivity Setups:  Client FTP Setup, testing and migrations in a secure environment.:  Client FTP Setup, testing and migrations in a secure environment.
• Primarily <>  client support:  While the primary client base support is located in <>, we provide support to all global clients, as needed.
• Client/User Support:  All internal Citi clients and employees who utilize the suite of CVSS applications are also supported by this function.
• Client Demos:  Demonstrations are conducted on behalf of Citi Account Executives for management teams and decision makers of potential new clients or business.
• Level 1 and 2 Support:  Provide ongoing support for all Level 1 and Level 2 inquiries in addressing “how to” questions, password reset, data availability and integrity concerns and general usage of the CDS Applications.

• MUST SPEAK SPANISH.
• Training and support of CDS applications
• Excellent PC and Communications skills are a must – as is the ability to work independently; each Team Member works directly with Clients, Account Management, Operations and CDS Technology. Documentation, Training and Teamwork is a must.
• Analytical Responsibilities / Skills
• Business Knowledge
• Client Management/ Support
• Communication
• Documentation
• Teamwork
• Technical Responsibilities/ Capabilities
• Compliance

Required Skills:

• Education: Bachelor’s degree or equivalent experience required.
• Position requires a solid background in Banking, as well as proven proficiency in resolving Internet-based Financial Reporting issues.
• 5-7years banking experience is required.
• Creating Documentation, Training and Teamwork is a must.
• Financial Custody Industry Knowledge: Good business knowledge to be able to successfully communicate with the client (external or internal).
• Communication: needs to be able to effectively communicate with all parties (Oral and Written communications)
• Achieving/Driving Results: Needs to be able to identify issues and design solutions
• Global Client Respect/Service: needs to be client sensitive, client service oriented in supporting their requirements and expectations.
• Productivity/Project Management a plus:
  • Project management knowledge
  • Project and resource management
• Ability to influence others

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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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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$70,720.00 - $106,080.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Apr 02, 2025

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