Client Executive - Officer

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Job Overview

The Issuer Services business delivers bespoke capital market transaction services to a wide variety of clients including banks, corporations, lawyers and governments around the world. Specific transaction services are delivered in connection with Corporate Debt, Structured Finance, M&A, Project Finance, Restructuring and Depositary Receipts.  Issuer Services is a global business with offices located in the U.S., Mexico, Brazil, UK, Ireland, Germany, Dubai, Korea, Hong Kong, India and Singapore.

The Client Executive position is available within the Issuer Services – Agency and Trust (“A&T”) business located in Tampa.

The Client Executive will be responsible for managing various workstreams within the Client Services team, including directing new client KYC onboarding, and managing relationships with internal and external partners to ensure seamless and efficient product delivery.  A key part of the role is to assist in process development for future state solutions and automation to provide a best-in-class client experience.  The role will have a focus on KYC and the required client interactions, internal communication, and efficient skillful processing.

RESPONSIBILITIES:

• Work under the guidance of senior client onboarding specialists to facilitate client onboarding, KYC, Sanction reviews, Screenings, FinCEN and other required information collection and review prior to transaction implementation.
• Handle day-to-day internal and client calls on KYC and new deal onboarding implementation sets, and direct advanced queries when needed to appropriate product partners.
• Coordinate the collection of required due diligence information to complete new client entity KYC and related screenings with client contacts directly.
• Review and ensure complete onboarding information is delivered to KYC Operations for Core KYC, Appendix creation and ensure timely completion through ongoing communication.
• Communicate with Sales and TRM all KYC implementation progress or issues and deliver in a timely fashion to ensure smooth client transaction closes.
• Assist product partners by entering necessary client/transaction information into reporting systems and handling updates to ensure consistently accurate implementations.
• Understand and be able to explain core products and services as necessary to respond to client inquiries and expedite solutions.
• Assist in the creation and upkeep of client databases.
• Maintain reports for internal use on activity, trends and performance.

PROJECTS AND DELIVERABLES:

• Participate in implementation projects to increase efficiencies and meet modernization/digitization goals.
• Liaise with Sales and Transaction Management team to execute delivery of service across Agency and Trust transactions.
• Provide support for peer groups across regions within Issuer Services.
• Build and develop relationships across internal and external partner teams.
• Collaborate with and support in-business risk, and second line teams as required.

QUALIFICATIONS:

• Minimum 3 years of experience in the financial industry, in a position with a client facing team.   Basic knowledge of Agency & Trust products.
• Strong interpersonal skills related to client interaction, and internal team interactions
• Proficient with Excel, Word, PowerPoint and general computer skills
• Experienced with KYC management systems/policies
• Requires being detail oriented with strong organizational skills
• Strong problem-solving skills
• Excellent work ethic, self-motivated
• Strong written and verbal communication skills

EDUCATION:

• Bachelor’s / University Degree required.

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$69,050.00 - $96,350.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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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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Anticipated Posting Close Date:

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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.

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