Client Manager – First Line Client Specialist

Citi

. Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle .

Posted 10/28/2026full-timeGetzville • New York • United StatesJunior💰 $61,120 - $85,280 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and operational processes within Capital Markets, focusing on enhancing client experience and minimizing operational errors. Proficient in problem-solving and managing complex client interactions while ensuring compliance with financial regulations.

Highest-signal resume keywords

Client Onboarding ManagementOperational Issue ResolutionCredit Risk MonitoringSecuritized Markets KnowledgeQuantitative Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital Markets ExperienceOperations ManagementRisk ManagementMiddle Office FunctionsFinancial AnalysisProcess ImprovementSTP EnhancementIssue DiagnosisData Analysis

Soft Skills

Highly OrganizedAttention to DetailClient EngagementProactive Communication

Tools & Technologies

Microsoft OfficeBloombergCredit Risk SystemsSettlement Systems

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Financial ServicesSecuritized MarketsClient Lifecycle ManagementSales SupportDesk Controls

About the role

Key responsibilities & impact

Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle
Improve ease of doing business for clients through cross-product solutions to recurring issues
Remove administrative burden from sales so the salesforce can focus on value-add client engagement
Proactively mitigate client impact and enhance the client experience, ensuring client set-up is accurate and right first time
Lead and manage end-to-end onboarding and maintenance of high-value clients
Diagnose root causes of issues and identify tactical and strategic solutions, owning delivery
Spearhead investigations and implement robust processes to prevent future errors
Support the sales team with the First Line of Defense, including monitoring desk controls, minimizing credit line breaches, and maintaining sufficient credit facilities
Manage pre- and post-trade processes, including booking issues, settlement issues, and margin disputes
Act as an escalation point and own resolution of operational issues between sales, clients, and support functions
Identify opportunities to reduce manual intervention and improve STP

Requirements

What you’ll need

1+ 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
Proficient with Microsoft Office, Bloomberg, Credit Risk and settlement systems preferred
Superior quantitative / problem-solving skills
Knowledge of Securitized Markets product, clients and business preferred but not required
Bachelor’s degree (or equivalent)
For some locations, fluency in native language may be preferred
Highly organized with special attention to detail

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, including planned time off (vacation), unplanned time off (sick leave), and paid holidays