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Client Manager in Financial Services
Job Description & How to Apply Below
You will navigate complex client interactions, ensuring operational efficiency while liaising between various teams. The position involves directly supporting Account Managers, identifying opportunities, and contributing to data-driven business decisions.
Key Responsibilities:
• Facilitate onboarding processes and client training
• Handle client escalations and operational workflows
• Oversee KYC management and client profile accuracy
• Assist in the origination of new business opportunities
• Engage in relationship building and management for client satisfaction
Requirements:
• 5-8 years of experience in financial client management
• Strong grasp of KYC/AML compliance and processes
• High attention to detail and accuracy in tasks
• Effective communication and relationship building skills
• Bachelor's degree or equivalent experience required
Play a key role in advancing client relationships and operational success at Citi.
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