Client Executive

2 weeks ago


New York, New York, United States Citi Full time
Job Title: Client Executive

The Transition Management team is a key part of the Sales Organization within Prime Finance. As a Client Executive, you will be responsible for project managing the onboarding of both existing client relationships and new clients onto the Prime Finance Platform. Your strong experience across the full product suite, including Prime Brokerage, Futures, OTC Clearing, and FX Prime Brokerage, will be essential in delivering a superior client experience.

Key Responsibilities:
  • Client engagement, including managing the client onboarding lifecycle in a timely manner
  • Internal stakeholder engagement, ensuring all onboarding milestones are met
  • Issue-spotting and problem-solving

The role encompasses driving overall onboarding efficiency and ensuring clients are onboarded in an operationally efficient manner. You will work closely with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure.

Requirements:
  • 5-10 years of relevant experience
  • Previous client-facing, middle office or operations financial services experience
  • Strong cross-product knowledge covering Equities, Fixed income, Futures, Foreign Exchange and Swaps
  • Strong understanding of hedge fund strategies
  • Self-motivated with strong organizational skills
  • Knowledge of the risk and control environment impacting both Citi and the financial industry more broadly
  • Demonstrates clear and concise written and verbal communication

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.


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