Client Executive - New York, United States - Citi

Citi

Verified Company

New York, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Transition Management team is part of the Sales Organization within Prime Finance.

The Transition Manager is responsible for project managing the onboarding of both existing client relationships, as well as new clients onto the Prime Finance Platform.

Members of the Transition Management team must have a deep understanding of product and the clients they cover, be capable of issue-spotting, problem-solving, and committed to delivering a superior client experience.

The role encompasses the following main components: client engagement, including managing the client onboarding lifecycle in a timely manner; internal stakeholder engagement, ensuring all onboarding milestones are met; issue-spotting and problem-solving.

The Transition Management team is responsible for driving overall onboarding efficiency and ensuring clients are on boarded in an operationally efficient manner.

Responsibilities:

Provide best in class Transition Management focused on our Prime Finance business
Initial outreach and ongoing client dialogue until successful completion of project delivering a superior client experience
Rapid identification and escalation of any "bottleneck" issues our clients face that may impede onboarding effort with Citi
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Drive continuous enhancement of Citi products and services and partner with support groups and client to ensure Citi is a top 3 provider
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe

Qualifications:

15+ years of relevant experience
Previous, clientfacing, middle office or operations financial services experience
Strong crossproduct knowledge covering equities, fixed income, foreign exchange and swaps
Strong understanding of hedge fund strategies including: equity long/short, risk arbitrage, convertible arbitrage, eventdriven, global macro, merger arbitrage and distressed
Selfmotivated with strong organizational skills
Knowledge of the risk and control environment impacting both Citi and the financial industry more broadly
Demonstrates clear and concise written and verbal communication
The ability to multi task and constantly assess and change priorities in line with the demands of the business and client base
A desire to learn
Precision, attention to detail and the commitment to deliver an excellent service to a demanding global client base
Ability to communicate effectively with clients, understand and internally relay their concerns, and /or requirements
Excellent project management skills
S7 and S63 Required

Education:

Bachelor's/University degree, Master's degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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Primary Location:

New York New York United States
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Primary Location Full Time Salary Range:
$163, $245,400.00

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Anticipated Posting Close Date:

Apr 16, 202- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "
EEO is the Law" poster. View the
EEO is the Law Supplement.

View the
EEO Policy Statement.

View the **Pay Transparency Posting