Job Purpose:
A solutions-driven role to help resolve on-boarding, documentation, regulatory, or other infrastructure issues preventing our key customers from either growing or enhancing business with the Markets division in North America.
Job Background/context:
This role reports into Markets Operations, specifically this role will reside within Client Facilitation. This role will be integral in support of the following initiatives:
* Ensure coordination of Credit, Legal and Operational efforts related to new and existing business integral to the franchise
* Assist in maintenance of, and the design of new processes/protocols to ensure efficient processing and escalation of client request or issues with a focus on risk related issues
* Provide a point of escalation, debate or discussion for our key customers with respect to these issues
This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders, with a focus on enhancing the client experience
Key Responsibilities:
The primary function is to improve the service and experience offered to our Platinum and Priority customers across the region, ensuring the client receives a service that is seamless and structured to ensure efficiency. As stated this is a client solutions based role facilitating the management of the various documentation processes, Credit approvals and operational troubleshooting as necessary. As such the candidate will:
* Act as point of escalation and interface for risk related issues across Markets clients
* Become the interface and/or relationship (point of contact) for our key customers with respect to the pre-execution on-boarding process
* Develop and implement client driven solutions to enhance the client experience through the trade lifecycle
* Co-ordinate and ensure completion of various client requests including ISDA’s and other agreements i.e. GMRA’s etc.
* Act as a point of escalation/resolution for other client impacting events such as risk, regulatory or legislative change
* Coordinate the setup and completion of other bespoke agreements or arrangements to help drive the customer franchise
* Manage an efficient new approval and escalation process for non-standard documentation requests from clients (work with the trading desk / XVA on certain trade approvals)
* Address ad-hoc requests from institutional accounts
* Create metrics for use in client tracking and improved transparency
* Work with management and others on the team globally to ensure that the strategic goals are met
* Help manage sensitive issues both internally and externally in a client friendly manner, managing expectations throughout
* Overall drive change and efficiency to ensure the customer experience is both nimble and painless
Development Value:
* Role offers the opportunity to work closely with the Sales & Trading desks, building technical product knowledge & understanding of end-to-end infrastructure.
* Broad exposure across the Citi client network both internal and external to Markets
* A client facing role that will provide exposure to the firm’s key customers both from a business, infrastructure and regulatory perspective
* Also offers exposure to Trading/Sales, Risk Management, Legal, Compliance and Operation’s departments in understanding the implications of derivative transactions in a fast-changing marketplace.
Knowledge/Experience & Qualifications:
* Ideal candidate will have 4+ years experience in financial services and a risk based background.
* Solid Powerpoint and presentation / deck creations skills
* Good exposure or previous experience in a client development, marketing, relationship, risk or similar role
* Broad range of Markets products such as Fixed Income, Equity, FX and Commodity Products, specifically but not limited to derivatives and financing transactions
* Knowledge of trade flows, infrastructure and...
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