# Client Manager First Line Client Specialist, AVP Hybrid [Citi](https://www.jorb.ai/firms/citi.md) · New York · United States · [Operations](https://www.jorb.ai/jobs/operations.md) Citi is hiring a Client Manager First Line Client Specialist, AVP Hybrid in New York. Posted 2026-07-31; applications close 2026-09-29. **Apply**: https://citi.wd5.myworkdayjobs.com/2/job/Getzville-New-York-United-States/Client-Manager-First-Line-Client-Specialist--AVP-Hybrid_26968525 Posted 1d ago. ## Role details ## First Line Client Specialist **Position Overview** 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. This role applies in-depth disciplinary knowledge to develop new techniques and continuously improve processes and workflows. The ideal candidate combines subject matter and industry expertise to remove administrative burdens from the sales team, enabling them to focus on value-add client engagement. You will act as a key escalation point for sales and client issues—diagnosing root causes and driving both tactical and strategic solutions. This position is integral to the desk’s success, with your input essential for pre- and post-trade processes. ## Role / Team Overview This position is for an individual who drives development of new techniques and continuous improvement of processes and workflows. You will integrate subject matter and industry expertise to reduce administrative work for sales and ensure accurate, efficient execution across the client lifecycle. ## 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 cross-product solutions to recurring issues. - Remove administrative burden from sales so the team can focus on value-add client engagement. ## Key Responsibilities - Proactively mitigate client impact while enhancing the client experience, ensuring accurate “right first time” client set-up (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 converting 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 (straight-through processing). ## Knowledge / Experience - 1–2 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; experience with Bloomberg or credit risk and settlement systems. - Excellent interpersonal and communication skills. - Superior quantitative and problem-solving skills. - Some knowledge of the FX product, clients, and business. ## Qualifications - Bachelor’s degree (or equivalent). - For some locations, fluency in the native language may be preferred. ## Competencies - Self-motivated, innovative, results-oriented. - Highly organized with strong attention to detail. - Strong time management and prioritization skills, with the ability to manage multiple competing priorities and deadlines. - Ability to work effectively independently and within a team environment, and to interact professionally with other departments. ## Additional 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:** $70,080.00 - $105,120.00 - **Anticipated Posting Close Date:** Aug 07, 2026 ## Applying to this role This Client Manager First Line Client Specialist, AVP Hybrid role at Citi runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=citi&job=6a6d02ddcc9366a81c1b27d0) ## More open roles at Citi - [Markets COO Apprentice](https://www.jorb.ai/jobs/6a6c8fb51e3b8d411b03f759.md) – London, posted 1d ago - [Part-Time Universal Banker (20 Hours), Park Slope Branch](https://www.jorb.ai/jobs/6a6cca60e2717c59cea020f5.md) – New York, posted 1d ago - [Part-Time Universal Banker (20 Hours), Rochdale Village Branch](https://www.jorb.ai/jobs/6a6cca60e2717c59cea020fc.md) – New York, posted 1d ago - [Universal Banker - Allerton Ave Branch](https://www.jorb.ai/jobs/6a6cca60e2717c59cea020f9.md) – New York, posted 1d ago - [Part-Time Teller (24 Hours) - Hicksville Branch](https://www.jorb.ai/jobs/6a6bb1d550314073fb76f97a.md) – New York, posted 2d ago ## Other open Operations roles - [Electro-Mechanical Shift Technician](https://www.jorb.ai/jobs/6a45aca1bfa661a8a9ae1677.md) at [Koch](https://www.jorb.ai/firms/koch.md) – New York, posted 1mo ago - [Growth Intern - Deloitte Greenhouse 2026](https://www.jorb.ai/jobs/6a6202b71bde970c6a64920b.md) at [Deloitte](https://www.jorb.ai/firms/deloitte.md) – Singapore, posted 9d ago - [Assistant Merchandiser (Topshop)](https://www.jorb.ai/jobs/6a50378a8f49c190a069a90f.md) at [ASOS](https://www.jorb.ai/firms/asos.md) – London, posted 1mo ago - [Technical Operator](https://www.jorb.ai/jobs/6a45aca1bfa661a8a9ae1674.md) at [Koch](https://www.jorb.ai/firms/koch.md) – New York, posted 1mo ago - [Analyst, GMD Credit and Legal Coordination**](https://www.jorb.ai/jobs/6a426befd22e9a9807d8a63c.md) at [Crédit Agricole](https://www.jorb.ai/firms/cr-dit-agricole.md) – Hong Kong, posted 1mo ago --- Updated: 2026-08-01 Canonical: https://www.jorb.ai/jobs/6a6d02ddcc9366a81c1b27d0