About This Role
<br /><p>The Client Manager is a pivotal role focused on delivering a best in class client experience</p><br /><p>The Client Manager is a <b>client facing banker</b> responsible for a seamless execution on onboarding and implementation, service coordination and credit management within the <b>Global Network Banking</b> team. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.</p><br /><p><b><u>Responsibilities: </u></b></p><br /><p><b>1. Relationship & Origination Support</b></p><ul><li>Maintain professional relationships with client representatives.</li><li>Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.</li><li>Identify and originate low-complexity opportunities.</li><li>Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.</li></ul><br /><p><b>2. Credit Management</b></p><ul><li>Manage credit requests in close coordination with various internal teams</li><li>Monitor credit lines and escalate exceptions</li></ul><br /><p>3. <b>Onboarding & Implementation</b></p><ul><li>Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.</li><li>Oversee client documentation and facilitate client training to ensure a smooth transition.</li></ul><br /><p>4. <b>Service Coordination</b></p><ul><li>Serve as the primary point of contact for managing and resolving client escalations.</li><li>Facilitate day-to-day operational flows and track client feedback</li></ul><br /><p><b>5. KYC Ownership</b></p><ul><li>Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.</li><li>Take responsibility for completing and maintaining accurate client profiles.</li></ul><br /><p><b><u>Qualifications:</u></b></p><br /><ul><li><b>Experience</b>: 5+ years of experience in client management or a related role within the financial services industry.</li><li><b>Technical Skills</b>: Product knowledge and understanding of operational processes and KYC/AML regulatory requirements.</li><li><b>Organizational Skills: </b>Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.</li><li><b>Problem-Solving:</b> Proven ability to resolve client issues, manage escalations, and improve processes.</li><li><b>Interpersonal Skills:</b> Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships</li><li><b>Attention to Detail:</b> High level of accuracy and attention to detail in all aspects of work.</li></ul><br /><p><b><u>Education:</u></b></p><br /><p>Refer to the table below for education requirement by job level.</p><br /><ul><li><b>Education:</b> Bachelor’s degree in Finance or a related field</li></ul><br /><p style="text-align:inherit"><span><span><span><span><span><span><span><span><span><span><span><span class="WHR0">------------------------------------------------------</span></span></span></span></span></span></span></span></span></span></span></span></p><h2><b>Job Family Group: </b></h2>Institutional Banking<p style="text-align:inherit"><span><span><span><span><span><span><span><span><span><span><span><span class="WHR0">------------------------------------------------------</span></span></span></span></span></span></span></span></span></span></span></span></p><h2><b>Job Family:</b></h2>Corporate Banking<p style="text-align:inherit"><span><span><span><span><span><span><span><span class="WHR0">------------------------------------------------------</span></span></span></span></span></span></span></span></p><h2><b>Time Type:</b></h2>Full time<p style="text-align:inherit"><span><span class="WHP0">------------------------------------------------------</span></span></p><h2><b>Most Relevant Skills </b></h2>Please see the requirements listed above.<p>------------------------------------------------------</p><h2><b>Other Relevant Skills </b></h2>For complementary skills, please see above and/or contact the recruiter.<p>------------------------------------------------------</p><p style="text-align:left"><i><span>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.</span></i></p><p style="text-align:inherit"><i><span> </span></i></p><p style="text-align:left"><i><span>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 </span></i><i><a href="https://www.citigroup.com/citi/accessibility/application-accessibility.htm" target="_blank">Accessibility at Citi</a><span>.</span></i><br /><br /><i><span>View Citi’s </span><a href="https://www.citigroup.com/global/eeo-aa-policy" target="_blank">EEO Policy Statement</a><span> and the </span><a href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf" target="_blank">Know Your Rights</a><span> poster.</span></i></p>