2 Client Transactions Jobs

As a Transaction Management - Client Services Custody Ops Manager, you will be accountable for managing complex and critical professional disciplinary areas. Your role involves providing operational and service leadership to your team, applying in-depth disciplinary knowledge to offer value-added perspectives and advisory services. You may contribute to the development of new techniques, models, and plans within your area of expertise. Strong communication and diplomacy skills are essential for this role. You will be responsible for the volume, quality, and timeliness of end results, as well as shared responsibility for planning and budgets. Your work will impact an entire area, influencing the overall performance and effectiveness of the sub-function/job family. Your duties include fostering positive client relations, managing escalation inquiries, and promptly directing client complaints to relevant departments while working on providing solutions within agreed timeframes. It is important to conduct timely reviews of client feedback and engage in improving service relations by providing high-quality services. You will have accountability for the end results of your area, exercising control over resources and affecting a sub-function. Additionally, you will be involved in short- to medium-term planning of actions and resources for your own area. Your responsibilities will include providing support for the TM Client Services team, focusing on day-to-day operational inquiries and contributing to strategic planning within your expertise. You will develop and implement business plans, policies, and procedures, and may be responsible for various projects to enhance efficiencies. As a subject matter expert and knowledgeable resource for business partners, you will manage a department, product, or process independently. Full management responsibility of a team or multiple teams will be under your purview, including managing people, budgets, planning, performance evaluation, compensation, hiring, disciplinary actions, and terminations. You will manage and execute client transactions while ensuring compliance with audit and compliance standards and timely completion. Collaborating with operational and middle office teams, you will take ownership of client investigations, coordinate account maintenance, and enforce banking policies and procedures to maintain operational integrity and high client satisfaction. Proactively engaging in client calls, performing service quality check-ins, identifying new business opportunities, and ensuring risk assessment in business decisions will be part of your role. To qualify for this role, you should have 12-15 years of relevant experience, preferably in a Client Services role in Custody Settlements & Client Servicing. Extensive knowledge of Custody operations, experience in leading a team, conducting performance evaluations, flexibility to work in shifts, clear and concise communication skills, strong organizational and time management skills, problem-solving abilities, attention to detail, and client-facing experience are required. Additionally, a background and interest in operations, compliance, investments, banking, and custody products are preferred. A Bachelor's/University degree or equivalent experience is necessary for this position. If you require a reasonable accommodation due to a disability to use search tools or apply for a career opportunity, please review Accessibility at Citi. For more information, you can view Citi's EEO Policy Statement and the Know Your Rights poster.,

The Client Service Officer is a developing professional role that deals with most problems independently and has the latitude to solve complex issues. Integrating in-depth specialty area knowledge with industry standards and practices, you will have a good understanding of how your team and area collaborate with others to achieve subfunction/job family objectives. Your analytical thinking and knowledge of data analysis tools will be essential, requiring attention to detail in making judgments and recommendations based on factual information. You will typically handle variable issues with potentially broader business impact, applying professional judgment when interpreting data and results. Communication and diplomacy skills are key to exchanging potentially complex/sensitive information, impacting the businesses" core activities directly. The quality and timeliness of service you provide will affect the effectiveness of your team and other closely related teams. Responsibilities: - Strong client service mindset with a focus on delivering an exceptional client experience - Experience working in a servicing role within the Financial Services sector - Experience in a front/middle office environment dealing directly with clients - Excellent communication skills (oral, written, and verbal) - Experience with streamlining processes to increase efficiency - Understanding of FATCA/CRS Regulations is beneficial - Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams - Manage and execute client transactions ensuring compliance with audit and standards as well as timeliness - Take ownership of client investigations and collaborate with operational and middle office teams for effective resolution - Coordinate account maintenance for all products and reporting on WINS - Enforce banking policies and procedures to ensure operational integrity and high client satisfaction - Proactively arrange and participate in client visits, perform service quality check-in calls, and obtain banker/client appointments - Identify and document new business opportunities for referral - Utilize Citi applications proficiently and participate in service-related process improvements - Assess risks in business decisions, safeguarding Citigroup, its clients, and assets by driving compliance with laws and regulations Qualifications: - 5-7 years of relevant experience - Ability to multi-task with strong organizational and time management skills - Problem-solving and data analysis abilities with attention to detail - Strong verbal and written communication skills - Client-facing experience with a background in operations, compliance, and sales referral - Knowledge of investments, banking, and credit products - US Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days Education: - Bachelor's/University degree or equivalent experience Citi is an equal opportunity and affirmative action employer, welcoming all qualified interested applicants to apply for career opportunities. If you require a reasonable accommodation due to a disability, review the Accessibility at Citi guidelines.,