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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Client Service Sr Associate - C11

Job Req ID 22561828 Location(s) New York, New York Job Category Private Client Coverage
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The Client Service Sr Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.


  • Leverages expert business, industry, and operational knowledge in addition to frequent client interaction to identify value added products and client solutions for cross-sell opportunities.
  • Provides input and decisions on Cash Management and Liability by consulting on policy compliance, operational constraints and service performance risk
  • Responsibilities also include integrity of account opening / on-boarding activities and documentation, specifically for Regulatory, Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance and to ensure timeliness of account setup and data quality
  • Ensures legal, regulatory and operational control requirements are maintained across their assigned diverse complex customer base on an ongoing basis
  • Performs Management Control Assessment (MCA) testing to ensure dynamic controls.
  • Leverages Customer feedback and industry experience to provide advanced consultative support regarding product terms and conditions and needed competitive market enhancements.
  • Provides guidance on the direction and development of organization wide process improvement programs.
  • Provides leadership on taskforces whose mission is to achieve our goal of bringing service to the next level
  • Helps to identify the source/cause of significant customer issues so that they can be eliminated
  • Manages various performance and productivity objectives through the use of sales force and various other systems
  • Creates and fosters a trusting and engaging work environment
  • Ensures a culture of accountability, integrity and respect
  • Participates in various group projects and continuous quality improvement activities
  • Participates in recruitment activities as needed
  • Mentors, develops, and crosstrains new hires
  • 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.


  • 2-5 years relevant experience


  • Bachelor’s/University degree or equivalent experience


Job Family Group:

Commercial and Business Sales


Job Family:

Client Service


Time Type:


Primary Location:

New York New York United States


Primary Location Salary Range:

$65,080.00 - $135,000.00


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


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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