First Line Client Specialist - Global Investor Sales First Line Client Specialist - Global Investor  …

Citi
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Citi
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Citi
First Line Client Specialist - Global Investor Sales
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
  • 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


Qualifications:
  • Bachelor's degree (or equivalent)


Skills:
  • Proficient with Microsoft Office, Bloomberg or credit risk and settlement system
  • 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


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:
Client Development

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.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting
Citi logo
More Jobs Like This
See more jobs
Close
Loading...