About this role
The Client Manager is a pivotal role focused on delivering a best in class client experience
The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management within the Global Network Banking team. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities:
1. 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. • Identify and originate low-complexity opportunities. • Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
2. Credit Management
• 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
5. 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.
Qualifications:
• Experience: 5+ years of experience in client management or a related role within the financial services industry. • Technical Skills: 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 • Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
Education:
Refer to the table below for education requirement by job level.
• Education: Bachelor’s degree in Finance or a related field
------------------------------------------------------ Job Family Group: Institutional Banking------------------------------------------------------ Job Family: Corporate Banking------------------------------------------------------ Time Type: Full time------------------------------------------------------ Most Relevant Skills Please see the requirements listed above.------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------ 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.
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