OTC/ETD Clearing – Client Service Representative – Vice President

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Job Overview

The OTC/ETD Clearing Client Services Representative is a senior management level position responsible for accomplishing results through the management of a team or department

The OTC/ETD Clearing Client Services Representative is a senior position responsible for accomplishing results through the management of client relationships and internal teams or department’s in an effort to process orders and transactions originating from trading desks and branch offices in coordination with the Futures Derivatives Clearing EMEA Client Services team. The overall objective of this role is to ensure the seamless delivery of securities and derivatives transactions.

Responsibilities:

• Represent CITI (FDC) by being the single point of contact (operational client relationship manager) for a portfolio of Platinum and strategic global clients across ETD/OTC cleared.

• PM the trade lifecycle including  cash and collateral, commissions and fees by ensuring the teams across FDC and CITI are accurately performing processing accurately ,  reflecting market conditions .Escalating where necessary and working with the relevant group to create action plans to remediate

• Ensure all client communication as part of your client portfolio is resolved and responded to with CITI Sla’s.

• Provide analysis and root cause for a client portfolio, chair internal meetings across both operations and the business to highlight potential client issues, also analysis on what has been remediated to prevent issues re occurring.

• Present Clients with analysis driven by performance of the clients and CITI, make suggestions on how to optimise the clients flow through system and client analysis.

• Represent CITI by Co-ordinating client meetings (Face to face) as part of relationship management , including providing market updates, advancing the operational agenda and imparting FDC’s commercial requirements for existing clients and document minutes to distribute across the Client relationship and sales team.

• To partner with various teams across the clients look to understand the front to back needs of our clients with the aim of providing them with the most optimal client experience.

• Provide clients with clear and concise updates relating to (market events , delays, or technology issues)

• Perform monthly MIS to review client performance,

• Participate in documentation of business requirements and testing of new processes, systems roll outs and UAT for strategic projects both internal and external (including mandatory)

• Understand the product and regulatory environment impacting our client portfolio base along with the group procedures and CITI policy’s.

• Be a thought leader and drive cross departmental Initiatives and also client initiatives.

Qualifications:

• Significant relevant experience

• Required licensing/registration: Series 9

• People management experience

• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s Degree/University degree or equivalent experience

• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: 

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure

• A discretional annual performance related bonus

• Private medical insurance packages to suit your personal circumstances

• Employee Assistance Program  

• Pension Plan 

• Paid Parental Leave 

• Special discounts for employees, family, and friends 

• Access to an array of learning and development resources 

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. 

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

#LI-AF4

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Job Family Group:

Operations - Transaction Services

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Job Family:

Securities and Derivatives Processing

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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