Client Lifecycle Specialist - Onboarding & Ops

Citigroup; Getzville (NY); On-site; USD 61,000 - 85,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid holidays and PTO

Job summary

Citigroup in Getzville, NY is seeking a First Line Client Specialist to support the client and sales lifecycle within Global Market Operations. The role focuses on reducing administrative burden and enabling client engagement through cross-product solutions.

Ideal candidates will have 1+ years in Capital Markets or Operations, with a financial-degree understanding and strong communication and problem-solving skills. This is a full-time position based in Getzville, NY.

Qualifications

• 1+ years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office
• Understanding of Markets Products or Financial Degree
• Some experience working in a financial organization may help

Responsibilities

• 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.
• 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 root causes and identify tactical and strategic solutions—owning the delivery.
• Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability.
• 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 maintained.”
• Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.

Skills

Interpersonal communication

Quantitative problem-solving

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

Bloomberg

Credit risk systems

Settlement systems

Job description

Citigroup in Getzville, NY is seeking a First Line Client Specialist to support the client and sales lifecycle within Global Market Operations. The role focuses on reducing administrative burden and enabling client engagement through cross-product solutions.

Ideal candidates will have 1+ years in Capital Markets or Operations, with a financial-degree understanding and strong communication and problem-solving skills. This is a full-time position based in Getzville, NY.