The Sales Support Specialist is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- Sales Support Specialist will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
- Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
- Attend client meetings with salespeople and client executives and document call reports in the appropriate systems
- Assist sales by tracking and helping execute on follow up items from internal and client meetings
- Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
- Work with sales team members to keep CRM and other internal systems active and accurate
- Leading strong governance and controls
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
- 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:
- 5-8 years of experience
- Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and use of Client Relationship Management (CRM) system
- Excellent interpersonal skills related to client interaction, and internal team interactions
- Proficient with Excel, Word, PowerPoint and general computer skills
- Experience with CRM, OneKYC, and other internal Citi compliance and sales management systems/policies
- Requires being detail oriented with excellent organizational skills
- Excellent problem solving skills
- Excellent work ethic Advanced written and verbal communication skills
- Series 7 and 63 required
Education:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Sales
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Job Family:
Institutional Sales Support
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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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