First-Line Client Specialist - Onboarding & Ops

Citi; New York (NY); Hybrid; USD 61,000 - 85,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

The Citi team in Getzville, New York seeks a First Line Client Specialist to support client and sales lifecycle across Global Market Operations. You will help remove administrative burdens, enabling bankers to focus on value-added client engagement.

With 1+ year in capital markets or related operations, you’ll onboard high-value clients, diagnose issues, drive tactical and strategic solutions, and help maintain smooth pre- and post-trade processes while strengthening controls.

Qualifications

• 1+ years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
• Bachelor’s degree (or equivalent)
• For some locations, fluency in native language may be preferred

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

Interpersonal skills

Communication skills

Quantitative skills

Problem-solving skills

Financial markets understanding

Education

Bachelor’s degree (or equivalent)

Tools

Microsoft Office

Bloomberg

Credit risk systems

Settlement systems

Job description

The Citi team in Getzville, New York seeks a First Line Client Specialist to support client and sales lifecycle across Global Market Operations. You will help remove administrative burdens, enabling bankers to focus on value-added client engagement.

With 1+ year in capital markets or related operations, you’ll onboard high-value clients, diagnose issues, drive tactical and strategic solutions, and help maintain smooth pre- and post-trade processes while strengthening controls.