Corporate Sales & Solutions Support Specialist (C10/C11) at Citi

Corporate Sales and Solutions Client Specialist is a new role that will sit within the business part of the Client Facilitation Team within Global Corporates Sales and Solutions, with dual accountability to the designated sales product or regional head. This is a critical role that will equally improve both the ‘First Line of Defence’ (FLOD) and the Client Experience through:

• Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues.
• Remove the administrative burden from sales enabling the sales-force to focus on true value add and client engagement.
• Drive improvements to internal efficiency (e.g., KYC/CO) through a centralised client service and support team able to both diagnose issues and identifying potential solutions.
• The reduction of manual intervention e.g., improved STP, through the remediation of data and hierarchies (coverage & risk)

Job Purpose:

Become an integral part of the East Africa CSS Team for both internal and client-facing day-to-day tasks and help coordinate long-term projects to improve internal processes and help manage regulatory change. The specific day-to-day tasks and long-term projects may change over time.

Key Responsibilities:

• Proactively support East Africa CSS to manage the ‘First Line of Defence’
  • Ensuring post-trade processes are managed efficiently and effectively such as:
    • Prompt resolution of booking issues causing operational issues.
    • Prompt resolution of settlement issues and margin disputes etc.
  • Monitoring of the desks first line controls such as:
    • Minimizing credit line breaches.
    • Ensure credit facilities are sufficient and maintained to support trading.
  • Act as a point of escalation and own resolution of operational issues between sales and support functions.
  • Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery.
• Proactively mitigating client impact whilst enhancing the client experience
  • Ensuring client set-up is accurate and right first time:
    • eComm, Risk or Operational Platforms.
  • Client On-boarding and maintenance:
    • Ensure new clients or client accounts are requested, prioritised and set-up in a timely fashion
  • Prompt escalation and resolution of client issues.
• Develop and maintain presentation and other material for internal purposes (Monthly Business Reviews, Senior Business Reviews, etc.)
• Assist with external presentation for client workshops, training, etc. with focus on formatting
• Help collate data to help the team in monitoring and analyzing FX portfolio performance
• Compiling market updates from Citi research portal / Citi Velocity and by gathering info from local teams for specific markets
• Assist in credit limit calculation and credit charges, as well as monitoring credit limit usage
• Responsible for general administration duties as necessary such as calendar management and event coordination
• Assist with control and supervisory framework to ensure adherence to audit and control policies
• Support the East Africa CSS Team in market expansion initiatives on both Global subsidiaries, Public Sector and Local Corporates Segments

Knowledge/Experience:

• 1-5 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
• Understanding of Markets Products or Financial Degree
• Some experience working in a financial organization may help

Qualifications:

• Bachelor's degree with minimum Upper Second honors (or equivalent)

Skills:

• Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems.
• Excellent interpersonal and communication skills
• Superior quantitative / problem-solving skills
• Some knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help.
• Good understanding of Client Marketing needs

Competencies:

• Self-motivated, innovative, results-oriented individual
• Highly organized individual with special attention to detail
• Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
• Ability to work effectively both individually and within a team environment, and to interact professionally with other departments