The Client Manager is a an intermediate-level position responsible for a seamless execution on onboarding, implementation and service

coordination. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective

relationship support.

Responsibilities:

• Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services
• Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction
• Assist Banker with the preparation of relationship reviews and client portfolios
• Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management
• Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected
• Assist in the preparation of support discussions for clients, ensures designee approvals/deferrals in place, and ensure discussion is lodged in Citi Risk Approvals
• Maintain and ensure that portfolios have correct marketing levels and legal structure reported in the appropriate systems
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

Qualifications:

Experience: 5-8 years of experience in client management or a related role within the financial services industry.

Technical Skills: Strong product knowledge and understanding of operational processes and KYC/AML regulatory requirements.

Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.

Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.

Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships. Proven planning, negotiation and analytical skills

Attention to Detail: High level of accuracy and attention to detail in all aspects of work.

Education: Bachelor's/University degree or equivalent experience

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

 

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View Citi’s EEO Policy Statement and the Know Your Rights poster.