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Prime Brokerage Client Service Representative, AVP
CitiPrime Brokerage Client Service Rep responsible for operational support and client queries in equity and fixed income at Citi. Managing key client interactions and project work for hedge funds.
About the role
Key responsibilities & impact- The successful candidate will be the main point of contact for all operational queries for that hedge fund client base.
- Responsible for providing high service level operational client support for high focus Prime Brokerage clients as well as supporting the team manager in project work and ad-hoc requests assigned to the team.
- The primary role will incorporate all aspects of Equity and Fixed Income Prime Brokerage operational client service – covering trade handling, free cash movements, fails management and client account queries.
Requirements
What you’ll need- BS/BA degree or equivalent work experience preferred.
- Energetic, flexible, collaborative and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology.
- Strong, influential communicator who is articulate and concise.
- Strong risk management and control mindset.
- Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources.
- Self reliant, good problem solver, results orientated.
- Ability to establish and build trust with professionals throughout the business.
- Client Service experience essential, preferably within Prime Brokerage.
- Solid understanding of life-cycle of trade processing for significant product type (Equity / Fixed Income / Derivatives).
- Includes trade capture, settlements and reconciliations for the Equity and Fixed Income Prime Brokerage area.
- Experience and understanding of cash payments, reconciliations and corporate actions preferable.
Benefits
Comp & perks- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
trade handlingfree cash movementsfails managementclient account queriestrade processingtrade capturesettlementsreconciliationscash paymentscorporate actions
Soft Skills
energeticflexiblecollaborativeproactivestrong communicatorinfluentialproblem solverresults orientedtrust buildingevaluative judgement
Certifications
BS/BA degree