Client Manager, AVP

Citi

First Line Client Specialist supporting client and sales lifecycle within Global Market Operations. Managing onboarding, resolving issues, and improving client engagement and sales processes.

Posted 7/31/2026full-timeGetzville • New York • 🇺🇸 United StatesLead💰 $70,080 - $105,120 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and operational processes within Capital Markets, focusing on enhancing client experience and operational reliability. Proficient in diagnosing issues and implementing strategic solutions to improve efficiency and reduce manual intervention.

Highest-signal resume keywords

Client OnboardingOperational ProcessesCapital Markets ExperienceRisk ManagementFinancial Degree

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client EngagementIssue ResolutionProcess ImprovementCross Product SolutionsSTP (Straight Through Processing)

Soft Skills

Proactive CommunicationProblem SolvingTeam Collaboration

Industry Keywords

Financial OrganizationMiddle OfficeRiskSales LifecycleDesk Controls

About the role

Key responsibilities & impact

Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
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 salesforce to focus on true value add and client engagement
Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms)
Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set -up in a timely fashion.
Diagnose the root causes as issues arise and identify both tactical and strategic solutions -owning the delivery
Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
Act as a point of escalation and own resolution of operational issues between sales, client and support functions
Identify opportunities to reduce manual intervention and improve STP

Requirements

What you’ll need

1-2 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

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays