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About the Role

This position is for an individual who applies in-depth disciplinary knowledge to drive the development of new techniques and the continuous improvement of processes and workflows. The ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to concentrate on value-add client engagement. The successful candidate will act as a key escalation point for sales and client issues, diagnosing root causes, and driving both tactical and strategic solutions. This position is integral to the desk's success, with input deemed essential for all pre- and post-trade processes.

Responsibilities

Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
Improve the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues.
Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement.
Proactively mitigate client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms).
Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set -up in a timely fashion.
Diagnose the root causes as issues arise and identify both tactical and strategic solutions - owning the delivery.
Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
Act as a point of escalation and own resolution of operational issues between sales, client and support functions.
Identify opportunities to reduce manual intervention and improve STP.

Requirements

1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office.
Understanding of Markets Products or Financial Degree.
Some experience working in a financial organization may help.
Bachelor’s degree (or equivalent).
For some locations, fluency in native language may be preferred.

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 FX product, clients and business.
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.

Location

Getzville New York United States

Work Type

Full time

Experience Level

1-2 years

Education Level

Bachelor's degree (or equivalent)

Salary/Compensations

$70,080.00 - $105,120.00

Benefits

Discretionary and formulaic incentive and retention awards.
Medical, dental & vision coverage.
401(k).
Life, accident, and disability insurance.
Wellness programs.
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

About the Company

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.

Equal Opportunity

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.
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 Citi’s EEO Policy Statement and the Know Your Rights poster.