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Citi

Account Management Specialist – VP

Citi

. Manage a portfolio of Global Clients, protecting and defending client relationships and preventing revenue attrition .

Posted 10/24/2026full-timeNew York City • New York • United StatesLead💰 $129,840 - $194,760 per yearWebsite

About the role

Key responsibilities & impact
  • Manage a portfolio of Global Clients, protecting and defending client relationships and preventing revenue attrition
  • Ensure clients receive a high-quality, value-added experience across Citi
  • Advocate for clients and oversee cross-functional partners in Onboarding, Service and Product Management
  • Review daily reporting analysis and ensure partners’ Service Level Agreements (SLAs) are met
  • Escalate activities outside SLAs to senior personnel
  • Partner with Legal, Risk, Compliance and AML/KYC teams to maintain governance and control infrastructure
  • Conduct frequent client touch point calls and visits in person and via phone/Zoom
  • Provide clients with a global view of Citi team activities and gauge client satisfaction through the Client@Risk process
  • Align global and regional partners to deliver the best possible client experience
  • Conduct regular client reviews and develop action plans to optimize revenue ramp-up
  • Support and manage client escalations
  • Provide constructive feedback through partnership forums
  • Guide and direct partners across TTS
  • Remove obstacles and gaps that create negative client experiences
  • Assist with development of tools supporting the Client Success organization

Requirements

What you’ll need
  • Excellent communication skills
  • Proven track record of successful client focused activity
  • Advanced problem solving skills
  • Excellent interpersonal skills
  • Committed, trusted team player
  • High energy and initiative
  • Effective time management and organizational skills
  • Bachelor’s/University degree
  • Experienced treasury expertise
  • Conversant with TTS product characteristics across global cash management solutions, including Liquidity Management, Digital Channels and Data, Payments & Receivables
  • Ability to work with Legal, Risk, Compliance and AML/KYC teams
  • Ability to conduct client touch point calls and visits in person and via phone/Zoom

Benefits

Comp & perks
  • 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