Client Enablement Specialist - Onboarding & Ops

Citigroup Inc.; Getzville (NY); On-site; USD 61,120 - 85,280; Full time

Job summary

Citigroup Inc. in Getzville, NY, is seeking a First Line Client Specialist to support the client and sales lifecycle within Global Market Operations.

You will work with sales, client executives and clients to streamline onboarding, reduce manual tasks, and ensure accurate, timely set-up of high-value accounts, while diagnosing issues and driving improvements. The role emphasizes cross-product solutions and escalation handling to enhance risk controls and post-trade processes.

Qualifications

• 1+ 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

Responsibilities

• Proactively mitigate 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

Skills

Microsoft Office

Bloomberg

Credit Risk

Settlement systems

Interpersonal skills

Communication skills

Quantitative skills

Problem-solving

Securitized Markets knowledge

Education

Bachelor’s degree or equivalent

Tools

Bloomberg Terminal

Settlement systems

Credit Risk Systems

Job description

Citigroup Inc. in Getzville, NY, is seeking a First Line Client Specialist to support the client and sales lifecycle within Global Market Operations.

You will work with sales, client executives and clients to streamline onboarding, reduce manual tasks, and ensure accurate, timely set-up of high-value accounts, while diagnosing issues and driving improvements. The role emphasizes cross-product solutions and escalation handling to enhance risk controls and post-trade processes.