Citi

FinTech

ClientManager

$130–195k New York, New York, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Manager at Citi. Manage client relationships. Drive revenue growth”

What You'll Achieve.

Achieve sales targets; Grow client portfolio; Increase revenue

Industry & Context.

FinTech
Problems you'll solve

Client issue resolution

What You'll Do.

Manage client relationships

Achieve sales targets

Process client transactions

Provide financial advice

Cross-sell financial products

Resolve client issues

How You'll Work.

Communication Scope

Client presentations; Sales pitches

Full Job Description

**Job Purpose:** A solutions-driven role to help resolve on-boarding, documentation, regulatory, or other infrastructure issues preventing our key customers from either growing or enhancing business with the Markets division in North America. **Job Background/context:** This role reports into Markets Operations, specifically this role will reside within Client Facilitation. This role will be integral in support of the following initiatives: * Ensure coordination of Credit, Legal and Operational efforts related to new and existing business integral to the franchise * Assist in maintenance of, and the design of new processes/protocols to ensure efficient processing and escalation of client request or issues with a focus on risk related issues * Provide a point of escalation, debate or discussion for our key customers with respect to these issues This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders, with a focus on enhancing the client experience **Key Responsibilities:** The primary function is to improve the service and experience offered to our Platinum and Priority customers across the region, ensuring the client receives a service that is seamless and structured to ensure efficiency. As stated this is a client solutions based role facilitating the management of the various documentation processes, Credit approvals and operational troubleshooting as necessary. As such the candidate will: * Act as point of escalation and interface for risk related issues across Markets clients * Become the interface and/or relationship (point of contact) for our key customers with respect to the pre-execution on-boarding process * Develop and implement client driven solutions to enhance the client experience through the trade lifecycle * Co-ordinate and ensure completion of various client requests including ISDA’s and other agreements i.e. GMRA’s etc. * Act as a point of esca

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