Client Manager, First Line Specialist – AVP

Citi

Client Manager facilitating global market operations for Citi, supporting client lifecycle and enhancing the sales experience. Actively managing onboarding and operational processes for high-value clients in Capital Markets.

Posted 6/4/2026full-timeGetzville • New York • 🇺🇸 United StatesLead💰 $70,080 - $105,120 per yearWebsite

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
Understanding of Markets Products or Financial Degree
Some experience working in a financial organization may help
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 FX product, clients and business.

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

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 & Tools

client onboardingoperational processesrisk managementsettlement processescredit riskquantitative analysisproblem-solvingeCommerceSTP (Straight Through Processing)financial products

Soft Skills

interpersonal skillscommunication skillsleadershiporganizational skillsclient engagementproactive supporttactical solutionsstrategic solutionsissue resolutionteam collaboration