Skip to main content


KYC Client Manager - C12, AVP, Financial Institutions Sales & Solutions

Job Req ID 22563850 Location(s) Getzville, New York Job Category Institutional Sales
Apply Now

The Client Development Manager is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided.


● Resolves regulatory, documentation, on-boarding or other infrastructure issues with our key clients in order to increase/enhance revenue opportunity within this client segment

● Actively manage, develop and drive the regulatory client KYC & documentation process to enable fast and efficient completion

● Ensures coordination of Compliance, 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

● Enhances the service offered to our Platinum & Priority Investor & Corporate clients across the region, ensuring the client receives a service that is seamless and structured to ensure efficiency

● Manage an efficient new approval and escalation process for non-standard documentation requests from clients

● 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 client experience is both nimble and painless

● A client facing role that will provide exposure to the firms key clients both from a business, infrastructure and regulatory perspective

● Build a culture of responsible finance, good governance and supervision, expense discipline ness decisions; demonstrating proper consideration for the firm’s reputation.

● Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


● 3-7 years of experience. Good exposure or previous experience in a client development, marketing, relationship management or similar role

● Knowledge of trade flows, infrastructure and documentation

● Credit, Risk, Operations, or Legal experience preferred - Documentation experience advantageous Good operational control, change management & client interaction experience would also be a benefit

● Consistently demonstrates clear and concise written and verbal communication

● Exceptional conflict management ability

● Highly motivated, self-starter, quick study

● Ability to prioritize multiple tasks


Job Family Group:

Institutional Sales


Job Family:

Corporate Sales


Time Type:

Full time


Primary Location:

Getzville New York United States


Primary Location Salary Range:

$74,740.00 - $112,110.00


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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Apply Now
  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs