Client Manager- First Line Client Specialist Hybrid

First Line Client Specialist

The First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability to the designated sales product or regional head. The role applies in-depth disciplinary knowledge to develop new techniques and continuously improve processes and workflows.

The ideal candidate integrates subject matter and industry expertise to remove administrative burdens from the sales team, enabling value-add client engagement. This position acts as a key escalation point for sales and client issues, diagnosing root causes and driving tactical and strategic solutions. It is integral to the desk’s success, with input essential for all pre- and post-trade processes.

Role / Team Overview

This is a position for an individual who applies in-depth disciplinary knowledge to drive the development of new techniques and the continuous improvement of processes and workflows. The successful candidate will provide operational expertise that helps remove administrative burden from sales and supports effective client onboarding and ongoing maintenance.

What You’ll Be Doing

• Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
• Improve the ease of doing business for clients by providing a focused, knowledgeable team that can deliver cross-product solutions to recurring issues.
• Remove administrative burden from sales, enabling the salesforce to focus on value add and client engagement.

Key Responsibilities

• Proactively mitigate client impact while enhancing the client experience, ensuring client set-up is accurate and completed correctly the first time (eCommerce, Risk, or Operational Platforms).
• Lead and manage end-to-end onboarding and maintenance of high-value clients, ensuring new and existing accounts are prioritized and set up in a timely manner.
• Diagnose root causes as issues arise and identify tactical and strategic solutions, owning 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.

Knowledge / Experience

• 1+ years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office, or related areas.
• Understanding of market products, or a financial degree.
• Some experience working in a financial organization may help.

Skills

• Proficient with Microsoft Office; Bloomberg and credit risk and settlement systems preferred.
• Excellent interpersonal and communication skills.
• Superior quantitative and problem-solving skills.
• Knowledge of Securitized Markets products, clients, and business preferred but not required.

Qualifications

• Bachelor’s degree (or equivalent).
• For some locations, fluency in a native language may be preferred.

Competencies

• Self-motivated, innovative, results-oriented.
• Highly organized with special attention to detail.

Job Details

• 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: $61,120.00 - $85,280.00
• Anticipated Posting Close Date: Jul 31, 2026

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.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests to identify and align the candidate’s skills and abilities with a specific job opening. If you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. All hiring processes and decisions are conducted, checked, and decided by individuals. Automated processing and AI do not involve relying on automatic or autonomous decision-making.