The First Line Client Specialist is a critical role within the Client Facilitation Team, reporting to both the sales product and regional heads. This position is responsible for enhancing both the 'First Line of Defense' (FLOD) and the overall Client Experience through:
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 sales-force to focus on true value add and client engagement
Drive improvements to internal efficiency (e.g. KYC/COB/RISK) through a centralized client service and support team able to both diagnose issues and identifying potential solutions
The reduction of manual intervention e.g. improved STP, through the remediation of data and hierarchies (coverage & risk).
Key Responsibilities
Proactively support sales to manage the 'First Line of Defense'
Ensuring post-trade processes are managed efficiently and effectively such as:
Prompt resolution of booking issues causing operational issues
Prompt resolution of settlement issues and margin disputes etc.
Monitoring of the desks first line controls such as:
Ensure credit facilities are sufficient and maintained to support trading
Minimizing credit line breaches
Act as a point of escalation and own resolution of operational issues between sales and support functions
Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
Proactively mitigating client impact whilst enhancing the client experience
Ensuring client set-up is accurate the first time.
Working with eCommerce, Risk, and/or Operational Platforms
Client On-boarding and maintenance:
Ensure new clients or client accounts are requested, prioritized and set-up in a timely fashion
Prompt escalation and resolution of client issues.
Knowledge/Experience:
1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, or Middle Office
Understanding of Markets Products or Financial Degree
Some experience working in a financial organization preferred.
Skills
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 products, clients and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help.
Good understanding of Client Marketing needs.
Qualifications:
Bachelor's degree (or equivalent)
For some locations, fluency in native language may be preferred.
Competencies
Self-motivated, innovative, results-oriented individual
Highly organized individual with special attention to detail
Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
Ability to work effectively both individually and within a team environment, and to interact professionally with other departments.
Job Family Group:
Institutional Sales
Job Family:
Investor Sales
Time Type:
Full time
Primary Location:
Getzville New York United States
Primary Location Full Time Salary Range:
$70,080.00 - $105,120.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Oct 21, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
