Client Manager Hybrid

Citi • New York, NY

2d • $129,840 - $194,760 • Hybrid

About The Position

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. 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.

Requirements

• 4+ years experience in financial services and a risk based background.
• Solid Powerpoint and presentation / deck creations skills.
• Good exposure or previous experience in a client development, marketing, relationship, risk or similar role.
• Broad range of Markets products such as Fixed Income, Equity, FX and Commodity Products, specifically but not limited to derivatives and financing transactions.
• Knowledge of trade flows, infrastructure and documentation.
• Ability to quickly learn in-house trading and related systems.
• Superior verbal and written communication skills.
• Exceptional process and conflict management ability.
• Highly motivated, self-starter who can work on own initiative.
• Ability to prioritise multiple tasks based on materiality.
• Fast thinker/quick learner, possess the ability to work effectively under pressure in a rapidly changing environment in order to meet tight deadlines.
• Technology, Efficient and effective use of office software (including spreadsheets and powerpoint).

Nice To Haves

• Counterparty Credit Risk experience preferred.
• Documentation experience advantageous.
• Good operational control, change management & customer interaction experience would also be a benefit.
• Degree preferred (Legal advantageous).
• Process management skills an advantage.
• Ability to drive the decision process without direct ownership.

Responsibilities

• 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.
• 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 escalation/resolution for other client impacting events such as risk, regulatory or legislative change.
• Coordinate the setup and completion of other bespoke agreements or arrangements to help drive the customer franchise.
• Manage an efficient new approval and escalation process for non-standard documentation requests from clients (work with the trading desk / XVA on certain trade approvals).
• Address ad-hoc requests from institutional accounts.
• Create metrics for use in client tracking and improved transparency.
• Work with management and others on the team globally to ensure that the strategic goals are met.
• Help manage sensitive issues both internally and externally in a client friendly manner, managing expectations throughout.
• Overall drive change and efficiency to ensure the customer experience is both nimble and painless.

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
• Education Level: Associate degree