First Line Client Specialist

**Job Description**: **Position **Objective/Purpose/Background*** First Line Client Specialist is a new role that will sit within the business part of the Client Facilitation Team within Global Investor Sales, with dual accountability to the designated sales product or regional head. This is a critical role that will equally improve both the ‘First Line of Defence’ (FLOD) and the Client Experience through: - Improving the ease of doing business for clients by having a focussed, knowledgeable team able to provide cross product solutions to recurring issues - Remove the administrative burden from sales enabling the sales-force to focus on true value add and client engagement - Drive improvements to internal efficiency (e.g. KYC/CO) through a centralised client service and support team able to both diagnose issues and identifying potential solutions - The reduction of manual intervention e.g. improved STP, through the remediation of data and hierarchies (coverage & risk) **Key Responsibilities** Proactively support sales to manage the ‘First Line of Defence’ - Ensuring post-trade processes are managed efficiently and effectively such as: - Prompt resolution of booking issues causing operational issues - Prompt resolution of settlement issues and margin disputes etc., - Monitoring of the desks first line controls such as: - Minimizing credit line breaches - Ensure credit facilities are sufficient and maintained to support trading - Act as a point of escalation and own resolution of operational issues between sales and support functions - Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery Proactively mitigating client impact whilst enhancing the client experience o Ensuring client set-up is accurate and right first time: - eComm, Risk or Operational Platforms - Client On-boarding and maintenance: - Ensure new clients or client accounts are requested, prioritised and set-up in a timely fashion - Prompt escalation and resolution of client issues **Knowledge/Experience**: 1-2 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 or credit risk and settlement systems Excellent interpersonal and communication skills Superior quantitative / problem-solving skills Some knowledge of the products, clients and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help. Good understanding of Client Marketing needs Italian & German language skills preferred. **Qualifications**: Bachelor’s degree (or equivalent) For some locations, fluency in native language (i.e. French) may be preferred **Competencies ** Self-motivated, innovative, results-oriented individual Highly organized individual with special attention to detail Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time Ability to work effectively both individually and within a team environment, and to interact professionally with other departments - **Job Family Group**: Institutional Sales - **Job Family**: Institutional Sales Support - **Time Type**: - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting