Client Executive, AVP

Citi • Jacksonville, FL

1d • Onsite

About The Position

The Issuer Services business delivers bespoke capital market transaction services to a wide variety of clients including banks, corporations, lawyers and governments around the world. Specific transaction services are delivered in connection with Corporate Debt, Structured Finance, M&A, Project Finance, Restructuring and Depositary Receipts. Issuer Services is a global business with offices located in the U.S., Mexico, Brazil, UK, Ireland, Germany, Dubai, Korea, Hong Kong, India and Singapore. This position is available within the Issuer Services – Agency and Trust (“A&T”) business located in Jacksonville, FL. In this role you will be responsible for managing various workstreams within the Client Services team, including directing new account implementations, investments, and managing relationships with internal and external partners to ensure seamless and efficient product delivery. A key objective of the role is to engage in process development for future state solutions and automation to provide a best-in-class client experience. The role will have a focus on developing sales and service distribution data, account and investment systems, data management, and processing support of new client implementations.

Requirements

• Minimum 4-8 years of experience in the financial industry, in a position with a client facing team.
• Basic knowledge of Agency & Trust products.
• Detail oriented, intellectual curiosity, analytical and conceptual thinker with strong organizational skills
• Proactively seeks and develops enhancements based on future state mindset
• Ability to build networks and relationships internally and externally
• Comfortable with performing data investigations that require a high degree of accuracy with tight timescales
• Ability to structure and break down problems, develop solutions, and drive to results
• Ability to collaborate and clearly communicate with team members of an organization
• Experience supporting large cross functional initiatives
• Generation of reports and presentations for management
• Strong interpersonal skills related to client interaction, and internal team interactions
• Proficient with Excel, Word, PowerPoint and general computer skills
• Experience with utilizing account management systems, and other internal management systems/policies
• Strong written and verbal communication skills
• Excellent work ethic, self-motivated
• Bachelor’s / University Degree required.

Responsibilities

• This Client Executive role supports the daily functionality and process flow development within the account and investment scope, agreeing to and tracking business priorities, and incorporating regulatory and compliance requirements.
• Sales/service distribution data optimization: Data (internal/external) acquisition and mining for enhanced prospecting, wallet acquisition and service experience.
• Account and Investment Activity Support: Handling increased volume in new account capabilities and managing existing account and investment activities.
• Data Management and Reconciliation: Performing regular updates to product system records and ensuring accurate reconciliation with core systems, especially for critical strategic wins and sustained volume increases.
• Developing and providing ongoing resources to facilitate workflow changes and seamless integration with new Issuer systems and emerging bank platforms and serves as product implementation ambassador within user community.
• Ensure processes remain aligned to the product vision, business priorities and corresponding roadmap to delivery.
• Works in close co-ordination with Technology, Business Managers and other stakeholders to fulfill the delivery objectives.
• Partners with senior team members and leaders and a widely distributed global user community to define and implement solutions.
• Liaise with Sales and Transaction Management team to execute delivery of service across Agency and Trust products and client transactions.
• Interacts with business managers and technology to understand their long-term vision, discuss industry trends, and incorporate them into the solutions strategy.
• Focuses on controls and governance, including supporting the business on internal and external audit responses and assisting compliance teams with consent orders and correct action plans.
• Appropriately assess risk when business decisions are made, demonstrating 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.
• Assist with enabling AI to bring faster insights to decision makers, creating efficiency in operational processes, enabling Sales and Management with intelligence and opportunities backed by data.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level