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The role involves managing client onboarding, implementation, and service coordination while acting as a central point of contact for internal and external stakeholders. Responsibilities also include credit management, maintaining KYC compliance, and supporting relationship managers in origination activities.
Candidates must have 5-8 years of experience in client management within the financial services industry, along with strong knowledge of KYC/AML regulatory requirements. A Bachelor's degree or equivalent experience is required, complemented by excellent organizational, analytical, and interpersonal skills.
The Client Management Associate role is a client facing banker within the Global Network Banking business responsible for a 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.
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
Manage credit requests in close coordination with various internal teams
Monitor credit lines and escalate exceptions.
3. 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.
4. 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
Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
Take responsibility for completing and maintaining accurate client profiles.
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.
Experience: 5-8 years of experience in a client management or 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.
Bachelor's/University degree or equivalent experience
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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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
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