Client Manager- First Line Client Specialist Hybrid

Key Responsibilities

• · Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms)
• · Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set -up in a timely fashion.
• · Diagnose the root causes as issues arise and identify both tactical and strategic solutions -owning the delivery
• · Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
• · Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
• · Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
• · Act as a point of escalation and own resolution of operational issues between sales, client and support functions
• · Identify opportunities to reduce manual intervention and improve STP
• Knowledge/Experience:
• · 1+ years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
• · Understanding of Markets Products or Financial Degree
• · Some experience working in a financial organization may help

Skills

• · Proficient with Microsoft Office, Bloomberg, Credit Risk and settlement systems preferred
• · Excellent interpersonal and communication skills
• · Superior quantitative / problem-solving skills
• · Knowledge of Securitized Markets product, clients and business preferred but not required

Qualifications:

• · Bachelor’s degree (or equivalent)
• · For some locations, fluency in native language may be preferred
• Competencies:
• · Self-motivated, innovative, results-oriented individual
• · Highly organized individual with special attention to detail
• Institutional Sales
• Investor Sales
• Full time
• Getzville New York United States
• $61,120.00 - $85,280.00
• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
• Most Relevant Skills
• Please see the requirements listed above.
• Other Relevant Skills
• For complementary skills, please see above and/or contact the recruiter.
• Nov 03, 2026
• Automated Processing and AI
• We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
• Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
• Illinois residents – AI Notice and Right
• Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
• If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
• View Citi’s EEO Policy Statement and the Know Your Rights poster.
• · Excellent interpersonal and communication skills
• · Superior quantitative / problem-solving skills

Job Family Group:

Job Family:

Time Type:

Primary Location:

Primary Location Full Time Salary Range:

Most Relevant Skills

Other Relevant Skills

Anticipated Posting Close Date:

Automated Processing and AI

Preferred Qualifications

• · For some locations, fluency in native language may be preferred
• · Proficient with Microsoft Office, Bloomberg, Credit Risk and settlement systems preferred
• · Knowledge of Securitized Markets product, clients and business preferred but not required