First Line Client Specialist

Job Description: First Line Client Specialist

Exciting opportunity to grow your career.

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

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 ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to concentrate on value-add client engagement. The successful candidate 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 input deemed essential for all pre- and post-trade processes.

What you'll be doing:

Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.

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 salesforce to focus on true value add and client engagement.

Key Responsibilities

·Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms)

·Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set -up in a timely fashion.

·Diagnose the root causes as issues arise and identify both tactical and strategic solutions -owning the 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,

·Understanding of Markets Products or Financial Degree

·Some experience working in a financial organization may help

Skills

·Proficient with Microsoft Office, Bloomberg, Credit Risk and settlement systems preferred

·Excellent interpersonal and communication skills

·Superior quantitative / problem-solving skills

·Knowledge of Securitized Markets product, clients and business preferred but not required

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

------------------------------------------------------

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

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:

Nov 03, 2026

------------------------------------------------------

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

------------------------------------------------------

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.