Investor Services is a key business within Services. The business covers Custody, Funds Services and Direct Custody products, providing services to the variety of the institutional clients, of both global and regional importance to the firms’ franchise.
Team/Position Overview
The successful candidate will act as the Client Executive for assigned clients and will be responsible for overall client relationship including escalation point for operational related issues. It is within the remit of the Client Executive role to act as an advocate for the client within Citi. The role will require the candidate to collaborate with all regional stakeholders to ensure are fully aligned in execution of Service strategy.
What you will do:
- Positively contribute to the Client Executive strategy execution at a country and regional level
- Understand clients’ key business needs and work with internal partners to deliver solutions, adding value for clients and cross-selling Citi products
- Build and maintain client relationships, as a central point of contact for key issues impacting client satisfaction and take ownership for client issues
- Become an expert on the customer’s operating business to identify potential new business opportunities, monitor client satisfaction
- Perform regular service reviews, coordinate internal resources, develop actions plans to address issues/deliver solutions and hold face-to-face client meetings
- Coordinate and ensure client participation in external surveys, incorporate survey results and drive the service quality process at the client level
- Lead strong governance and controls
- Work in close partnership with all relevant internal stakeholders such as Legal, Product and Operations to deliver high quality service to clients
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Adhere to all policies and procedures as defined by your role which will be communicated to you
- 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.
- Monitor aged receivables and lead conversations with the clients to close out aged billing items
- Oversight of significant client change initiatives and co-ordination of client change delivery for non-contractual change clients
- Ensure clients receive notices and updates on all planned changes, including Citi driven, client driven and regulatory driven change. Ensure clients are fully operational and satisfied post go-live
- Support Sales Team in pre-RFP information requests and client due diligence sessions
- Partner up with BAU Operations to champion operational solutions and challenge manual/bespoke/inefficient processes to ultimately reduce risk, increase efficiency and/or enhance service delivery.
- Based on knowledge of processes and client feedback, raise product gaps to relevant Product team ensuring a targeted strategy is in place
What we'll need from you:
- BS/BA degree relevant subject (e.g. Finance, Accounting, Management) or equivalent work experience
- Experience in a global financial institution with broad end to end understanding of Global Custody and other Securities Services products including Global Custody, Fund Accounting/Administration, Transfer Agency and Middle Office services
- Strong customer focus and previous experience in a client facing role essential
- Ability to establish and build trust with clients and senior leaders throughout the business, demonstrating strong advisory and influencing skills to evaluate needs and develop solutions
- Ability to work effectively and independently in situations requiring analytical, interpretive and problem solving techniques using impeccable integrity and judgement
- Strong analytical and problem-solving skills with an ability to evaluate needs and develop solutions
- Results oriented self-starter with a continuous improvement mindset and experience
- Proven ability to lead cost saving initiatives and manage key operational risks
- Enthusiastic with strong presentation and interpersonal skills
What we can offer you
By joining Citi Edinburgh, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well.
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities
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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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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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