Cca - First Line Client Specialist (Deal Support
- San José
- Permanente
- Tiempo completo
- First Line Client Specialist is a new role that will sit within the business part of the Client Facilitation Team within Corporate 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 Defense' (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 issues
- Remove the administrative burden from sales enabling the sales-force to focus on true value add and client engagement
- Drive improvements to internal efficiency (e.g. KYC/CO) through a centralised client service and support team able to both diagnose issues and identifying potential solutions
- The reduction of manual intervention e.g. improved STP, through the remediation of data and hierarchies (coverage & risk)
Key Responsibilities
Proactively support sales of the CCA (Caribbean & Central America) region to manage the 'First Line of Defense'
- Ensuring post-trade processes are managed efficiently and effectively such as:
- Prompt resolution of booking issues causing operational issues
- Prompt resolution of settlement issues and margin disputes etc.,
- Monitoring of the desks first line controls such as:
- Minimizing credit line breaches
- Ensure credit facilities are sufficient and maintained to support trading
- Act as a point of escalation and own resolution of operational issues between sales and support functions
- Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
Proactively mitigating client impact whilst enhancing the client experience
- Ensuring client set-up is accurate and right first time:
- eComm, Risk or Operational Platforms
- Client On-boarding and maintenance:
- Ensure new clients or client accounts are requested, prioritised and set-up in a timely fashion
- Prompt escalation and resolution of client issues
- Additional Job Description
Job Location:
Knowledge/Experience:
1-2 years of experience in Operations, Client On-boarding, Middle Office or,
Understanding of Markets Products or Financial Degree
Some experience working in a financial organization may help
**Skills**:Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
Excellent interpersonal and communication skills
Superior quantitative / problem-solving skills
Some knowledge of the products, clients and business dynamics (flow derivatives) will help.
Good understanding of Client Marketing needs
Competencies:
Self-motivated, innovative, results-oriented individual
Highly organized individual with special attention to detail
Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
Ability to work effectively both individually and within a team environment, and to interact professionally with other departments
- **Job Family Group**:
Institutional Sales
- **Job Family**:
Institutional Sales Support
- **Time Type**:
Full time
- 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.
View the "**EEO is the Law**" poster.
View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
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