Client Manager- First Line Client Specialist Hybrid

Job Description:

First Line Client Specialist

Exciting opportunity to grow your career.

First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability to the designated sales product or regional head

Role / Team Overview:

This is a position for an individual who applies in-depth disciplinary knowledge to drive the development of new techniques and the continuous improvement of processes and workflows. The ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to concentrate on value-add client engagement. The successful candidate will act as a key escalation point for sales and client issues, diagnosing root causes, and driving both tactical and strategic solutions.

This position is integral to the desk's success, with input deemed essential for all pre- and post-trade processes.

Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.

Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues.

Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement.

• Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms)
• Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set
  -up in a timely fashion.
• Diagnose the root causes as issues arise and identify both tactical and strategic solutions
  -owning the delivery
• Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
• Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
• Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
• Act as a point of escalation and own resolution of operational issues between sales, client and support functions
• Identify opportunities to reduce manual intervention and improve STP

• 1+ years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
• Understanding of Markets Products or Financial Degree
• Some experience working in a financial organization may help

• Proficient with Microsoft Office, Bloomberg, Credit Risk and settlement systems preferred
• Excellent interpersonal and communication skills
• Superior quantitative / problem-solving skills
• Knowledge of Securitized Markets product, clients and business preferred but not required

• Bachelor’s degree (or equivalent)
• For some locations, fluency in native language may be preferred

• Self-motivated, innovative, results-oriented individual
• Highly organized individual with special attention to detail

Institutional Sales

Investor Sales

Full time

Getzville New York United States

$61,120.00 - $85,280.00

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  Available offerings may vary by jurisdiction, job level, and date of hire.

Please see the requirements listed above.

For…