Senior Global Treasury Client Executive

Citi; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

Citi is seeking an experienced Client Executive in New York to manage a portfolio of Global Clients within Treasury and Trade Solutions. The role focuses on protecting and defending client relationships, ensuring no revenue attrition, and delivering high-value cash management solutions across Liquidity Management, Digital Channels and Data, Payments & Receivables.

The Client Executive will coordinate with Onboarding, Service and Product Management to meet SLAs, conduct frequent touchpoints, and

Qualifications

• Excellent communication skills.
• Proven track record of successful client-focused activity.
• Advanced problem solving skills.
• Excellent interpersonal skills.
• Committed, trusted team player.
• High energy and initiative.
• Effective time management and organizational skills.

Responsibilities

• Align with global and regional partners to ensure entire Citi team is delivering best possible client experience globally
• Conduct regular client reviews and develop action plans to confirm commitment and optimize revenue ramp up for deals closed
• Support and manage client escalations
• Partnership forums – providing constructive feedback to groups
• Provide guidance/direction to partners across TTS
• Remove obstacles/gaps that create negative client experience
• Assist with development of tools that support the Client Success organization

Skills

Communication

Client focus

Problem solving

Interpersonal skills

Team player

Energy & initiative

Time management

Education

Bachelor’s degree

Job description

Citi is seeking an experienced Client Executive in New York to manage a portfolio of Global Clients within Treasury and Trade Solutions. The role focuses on protecting and defending client relationships, ensuring no revenue attrition, and delivering high-value cash management solutions across Liquidity Management, Digital Channels and Data, Payments & Receivables.

The Client Executive will coordinate with Onboarding, Service and Product Management to meet SLAs, conduct frequent touchpoints, and