Client Manager- First Line Client Specialist Hybrid

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

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 head

Role / 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+ 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, Credit Risk and settlement systems preferred
• Excellent interpersonal and communication skills
• Superior quantitative / problem-solving skills
• Knowledge of Securitized Markets product, clients and business preferred but not required

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

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:

$61,120.00 - $85,280.00

Benefits:

• medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi 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:

Nov 03, 2026

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