At a Glance
- Tasks: Manage client onboarding, service coordination, and credit management while supporting account managers.
- Company: Citi is a leading global bank with a strong focus on client relationships and operational efficiency.
- Benefits: Citi offers equal opportunity employment and reasonable accommodations for individuals with disabilities.
- Other info: This role is subject to FCA and PRA Certification Regime requirements.
- Why this job: Join a dynamic team to enhance client experiences and drive compliance in financial services.
- Qualifications: Candidates must have substantial experience in client management within the financial services industry.
The predicted salary is between 50000 - 70000 £ per year.
The Client Manager is a client facing banker responsible for seamless execution on onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities
- Relationship & Origination Support: Maintain professional relationships with client representatives. Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities. Independently identify and originate low-complexity opportunities. Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives. Filter, prioritize and validate potentially complex and dynamic material from multiple sources. Assist with coaching and training of new staff, as needed.
- Credit Management: Manage credit requests in close coordination with various internal teams. Monitor credit lines and elevate exceptions.
- Onboarding & Implementation: Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up. Oversee client documentation and facilitate client training to ensure a smooth transition.
- Service Coordination: Serve as the primary point of contact for managing and resolving client escalations. Facilitate day-to-day operational flows and track client feedback.
- KYC Ownership: Act as the designated KYC (Know Your Customer) owner for a portfolio of clients. Take responsibility for completing and maintaining accurate client profiles.
- Compliance & Risk Management: 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.
Qualifications
- Experience: Previous substantial experience in client management or a related role within the financial services industry.
- Technical Skills: Strong product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
- Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
- Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
- Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships. Proven planning, negotiation and analytical skills.
- Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
Education: Bachelor’s/University degree or equivalent experience.
UK Global Network Banking - Client Manager Associate (AVP) employer: Citigroup, Inc.
Citi, located in the UK, prioritises client service and operational excellence. The team focuses on maintaining strong client relationships while ensuring compliance with regulatory standards. Employees benefit from a diverse workplace and opportunities for professional growth.
We think you need these skills to ace UK Global Network Banking - Client Manager Associate (AVP)
Client Management
KYC/AML Regulatory Knowledge
Operational Processes Understanding
Organisational Skills
Time Management
Problem-Solving
Communication Skills