At a Glance
- Tasks: Manage client relationships and ensure top-notch service delivery for institutional clients.
- Company: Join Citi, a global leader in financial services with a commitment to diversity and inclusion.
- Benefits: Enjoy a competitive salary, hybrid working model, and comprehensive benefits for you and your family.
- Other info: Dynamic work environment with opportunities for growth and a culture that values your whole self.
- Why this job: Be the voice of clients, driving solutions and making a real impact in the financial world.
- Qualifications: Experience in finance or client-facing roles, with strong analytical and problem-solving skills.
The predicted salary is between 60000 - 80000 € per year.
Investor Services is a key business within Services. The business covers Custody, Funds Services and Direct Custody products, providing services to the variety of institutional clients, of both global and regional importance to the firms’ franchise.
Team/Position Overview
The successful candidate will act as the Client Executive for assigned clients and will be responsible for overall client relationship including escalation point for operational related issues. It is within the remit of the Client Executive role to act as an advocate for the client within Citi. The role will require the candidate to collaborate with all regional stakeholders to ensure they are fully aligned in execution of Service strategy.
What you will do
- Positively contribute to the Client Executive strategy execution at a country and regional level.
- Understand clients’ key business needs and work with internal partners to deliver solutions, adding value for clients and cross‑selling Citi products.
- Build and maintain client relationships, as a central point of contact for key issues impacting client satisfaction and take ownership for client issues.
- Become an expert on the customer’s operating business to identify potential new business opportunities, monitor client satisfaction.
- Perform regular service reviews, coordinate internal resources, develop action plans to address issues/deliver solutions and hold face‑to‑face client meetings.
- Coordinate and ensure client participation in external surveys, incorporate survey results and drive the service quality process at the client level.
- Lead strong governance and controls.
- Work in close partnership with all relevant internal stakeholders such as Legal, Product and Operations to deliver high quality service to clients.
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics.
- Adhere to all policies and procedures as defined by your role which will be communicated to you.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Monitor aged receivables and lead conversations with the clients to close out aged billing items.
- Oversight of significant client change initiatives and coordination of client change delivery for non‑contractual change clients.
- Ensure clients receive notices and updates on all planned changes, including Citi driven, client driven and regulatory driven change.
- Ensure clients are fully operational and satisfied post go‑live.
- Support Sales Team in pre‑RFP information requests and client due diligence sessions.
- Partner up with BAU Operations to champion operational solutions and challenge manual/bespoke/inefficient processes to ultimately reduce risk, increase efficiency and/or enhance service delivery.
- Based on knowledge of processes and client feedback, raise product gaps to relevant Product team ensuring a targeted strategy is in place.
What we’ll need from you
- BS/BA degree relevant subject (e.g. Finance, Accounting, Management) or equivalent work experience.
- Experience in a global financial institution with broad end‑to‑end understanding of Global Custody and other Securities Services products including Global Custody, Fund Accounting/Administration, Transfer Agency and Middle Office services.
- Strong customer focus and previous experience in a client‑facing role essential.
- Ability to establish and build trust with clients and senior leaders throughout the business, demonstrating strong advisory and influencing skills to evaluate needs and develop solutions.
- Ability to work effectively and independently in situations requiring analytical, interpretive and problem‑solving techniques using impeccable integrity and judgement.
- Strong analytical and problem‑solving skills with an ability to evaluate needs and develop solutions.
- Results‑oriented self‑starter with a continuous improvement mindset and experience.
- Proven ability to lead cost saving initiatives and manage key operational risks.
- Enthusiastic with strong presentation and interpersonal skills.
What we can offer you
By joining Citi Edinburgh, you will not only be part of a business‑casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a host of additional benefits that support you (and your family) to be well, live well and save well.
Investor Services - Client Executive (Senior Vice President) employer: Citi
Citi Edinburgh is an exceptional employer that fosters a dynamic and inclusive work environment, offering a hybrid working model and competitive salary packages. Employees benefit from a strong focus on personal and professional growth, with opportunities to engage in meaningful client relationships and contribute to innovative financial solutions. The company prioritises employee well-being and diversity, ensuring that all team members feel valued and empowered to bring their authentic selves to work every day.
StudySmarter Expert Advice🤫
We think this is how you could land Investor Services - Client Executive (Senior Vice President)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Citi or similar firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Understand their client base and how you can add value as a Client Executive. Tailor your responses to show you’re the perfect fit for their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role. Highlight your customer focus and problem-solving skills, and don’t forget to showcase your enthusiasm for the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and are familiar with the process.
We think you need these skills to ace Investor Services - Client Executive (Senior Vice President)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investor Services role. Highlight your experience in client-facing positions and any relevant financial services expertise. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. Don’t forget to mention specific skills that match the job description.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can demonstrate strong analytical and problem-solving abilities, especially in client-facing situations.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Citi
✨Know Your Client Inside Out
Before the interview, dive deep into understanding the clients you’ll be working with. Familiarise yourself with their business needs and how Citi’s services can add value. This will not only show your commitment but also help you answer questions more effectively.
✨Showcase Your Relationship-Building Skills
Be prepared to discuss your experience in building and maintaining client relationships. Share specific examples of how you've successfully navigated client issues and escalated operational challenges in previous roles. This will demonstrate your ability to be a central point of contact for clients.
✨Demonstrate Analytical Prowess
Since the role requires strong analytical skills, come ready to discuss how you've used these skills in past positions. Think of scenarios where you evaluated needs, developed solutions, or led cost-saving initiatives. This will highlight your problem-solving capabilities.
✨Prepare for Governance and Compliance Questions
Given the emphasis on governance and compliance in the job description, brush up on relevant policies and procedures. Be ready to discuss how you've ensured compliance in your previous roles and how you would approach risk assessment in this new position.
