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Citi: Trade Support Specialist

Citi

This is a Full-time position in Hempstead, NY posted December 21, 2021.

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 focused, knowledgeable team able to provide cross product solutions to recurring issuesRemove the administrative burden from sales enabling the sales-force to focus on true value add and client engagementDrive improvements to internal efficiency (e.G.

KYC/CO) through a centralised client service and support team able to both diagnose issues and identifying potential solutionsThe 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 DefenceEnsuring post-trade processes are managed efficiently and effectively such as:Prompt resolution of booking issues causing operational issuesPrompt resolution of settlement issues and margin disputes etc.,Monitoring of the desks first line controls such as:Minimizing credit line breachesEnsure credit facilities are sufficient and maintained to support tradingAct as a point of escalation and own resolution of operational issues between sales and support functionsDiagnose the root causes as issues arise and identify both tactical and strategic solutions owning the deliveryProactively mitigating client impact whilst enhancing the client experienceEnsuring client set-up is accurate and right first time:eComm, Risk or Operational PlatformsClient On-boarding and maintenance:Ensure new clients or client accounts are requested, prioritised and set-up in a timely fashionPrompt 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 DegreeSome experience working in a financial organization may help SkillsProficient with Microsoft Office, Bloomberg or credit risk and settlement systemsExcellent interpersonal and communication skillsSuperior 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 Qualifications: Bachelors degree (or equivalent)For some locations, fluency in native language (i.E.

French) may be preferred CompetenciesSelf-motivated, innovative, results-oriented individualHighly organized individual with special attention to detailStrong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given timeAbility to work effectively both individually and within a team environment, and to interact professionally with other departments Job Family Group: Institutional Sales Job Family:Investor Sales 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 EEOis the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.