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.  Citi’s Agency & Trust business engages as Trustee, Paying Agent, Transaction Administration, Exchange Agent, Escrow Agent, and related agency appointments for the above mentioned transactions.

- Work under the guidance of senior product specialists to facilitate client onboarding, account activations, internal and external investment activations, and entitlements for clients.

- Handle day-to-day internal and client calls on simple product and implementation sets, and direct advanced queries when needed to appropriate product partners.

- Complete necessary documentation and client onboarding packages, and deliver in a timely fashion to ensure smooth client transaction closes.

- Assist product partners by entering necessary client/transaction information into account and reporting systems and handling updates to ensure consistently accurate implementations.

- Understand and be able to explain core products and services as necessary to respond to client inquiries and expedite solutions.

- Assist in the creation and upkeep of client reports and remediate account issues.

- Design reports for internal use on activity, trends and performance.

- Assist in implementation projects to increase efficiencies and meet modernization/digitization goals.

Minimum 4 years of experience in the financial industry, in a position with a client facing team.   Basic knowledge of Agency & Trust products.

- 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

- Requires being detail oriented with strong organizational skills

- Strong problem solving skills

- Excellent work ethic

- Strong written and verbal communication skills

BA/BS or equivalent experience

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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:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$79,120.00 - $118,680.00

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.

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Anticipated Posting Close Date:

Oct 07, 2024

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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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

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View the EEO Policy Statement.

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