The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities
- Relationship & Origination Support
- Maintain professional relationships with client representatives.
- Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
- Independently identify and originate low-complexity opportunities.
- Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
- Filter, prioritize and validate potentially complex and dynamic material from multiple sources
- Assist with coaching and training of new staff, as needed
2. Credit Management
- Manage credit requests in close coordination with various internal teams
- Monitor credit lines and escalate exceptions
- Onboarding & Implementation
- Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
- Oversee client documentation and facilitate client training to ensure a smooth transition.
- Service Coordination
- Serve as the primary point of contact for managing and resolving client escalations.
- Facilitate day-to-day operational flows and track client feedback
5. KYC Ownership
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Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
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Take responsibility for completing and maintaining accurate client profiles.
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Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
- Experience: 5-8 years of experience in client management or a related role within the financial services industry.
- Technical Skills: Strong product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
- Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
- Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
- Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships. Proven planning, negotiation and analytical skills
- Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
Education
- Bachelor's/University degree or equivalent experience
Job Family Group
Institutional Banking
Job Family
Corporate Banking
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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