Job Description:
First Line Client Specialist Exciting opportunity to grow your career.
First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability to the designated sales product or regional headRole / Team Overview:
This is a position for an individual who applies in-depth disciplinary knowledge to drive the development of new techniques and the continuous improvement of processes and workflows. The ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to concentrate on value-add client engagement. The successful candidate will act as a key escalation point for sales and client issues, diagnosing root causes, and driving both tactical and strategic solutions. This position is integral to the desk's success, with input deemed essential for all pre- and post-trade processes.
What you'll be doing:Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues
Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement
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:- 1-2 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 or credit risk and settlement systems
- Excellent interpersonal and communication skills
- Superior quantitative / problem-solving skills
- Some knowledge of the FX product, clients and business
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
- Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
- Ability to work effectively both individually and within a team environment, and to interact professionally with other departments
Job Family Group: Institutional Sales
Job Family:Investor Sales
Time Type:Full time
Primary Location:Getzville New York United States
Primary Location Full Time Salary Range:$70,080.00 - $105,120.00
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.
Anticipated Posting Close Date:Aug 07, 2026
Automated Processing and AIWe 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.
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