Client Executive

3 weeks ago


Sydney, Australia Citi Full time

At Citi, our employees reflect the remarkable range of cultures and perspectives of our clients across the more than 160 countries and jurisdictions where we do business - a powerful advantage that combines global insights with deep local knowledge. We recognize that unique individuals, collaborative teams and inclusive leaders have far-reaching impact and are the engines of new ideas. It’s our willingness to embrace the richness of our diverse teams, ideas and possibilities that drives our growth and progress.

**What progress will you make?**

Citi's **Institutional Clients Group**'s unparalleled international financial network serves leading corporations, financial institutions and governments in countries and jurisdictions all over the world from offices in 96 countries.

We provide a full suite of **Securities Services** in more than 100 markets, including our proprietary network of over 60 branches and across 23 fund domiciles. Our solutions include custody, clearing, asset servicing, fund administration, ETF services, middle office, agency securities lending, collateral management, transfer agency, and fiduciary services.

We’re currently looking for a high caliber professional to join our team as **Vice President, Client Executive** based in Sydney, Australia.

The Client Executive is responsible for delivering superior client experience and enhanced financial results through the proactive management of service and sales opportunities. The primary role of the Client Executive is to coordinate internal resources to ensure that excellent service provided to our clients by Citi Securities Services is the highest quality and that client satisfaction levels are high and continue to expand their business with Securities Services. Serve as the clients’ advocate within Citi. Understand clients’ key business needs and work with internal partners to deliver solutions, adding value for our clients and cross-selling SFS products.

**Key responsibilities include**:

- Builds Client Relationships _
- Take ownership of the client relationship
- Build & maintain positive working relationships with assigned clients through an active calling program that ensures optimal service.
- Drive organic growth through identification opportunities
- Identify and understand client requirements across the entire Securities Services value chain to proactively recommend process improvements and enhancements to meet clients’ needs.
- Utilize early warning process to identify and resolve client service issues before they are escalated to Client at Risk
- Become an expert on the customer’s operating business.
- Monitor client satisfaction along with the Account Management team
- Cross-sell Securities Services products to existing clients and expand their business wallet
- Act as the single point of contact for the client _
- Build virtual coverage teams that are capable and nimble to respond quickly to the needs of our clients, creating a team sense of collective responsibility and ‘client first’ mentality
- Develop/ maintain network of contacts within Citi (SS Heads, Product, CSMs, Network Management, Credit, Legal, Client Delivery, Operations, Technology, etc) to effectively deliver results for clients in a timely manner.
- Maintain industry knowledge and inform clients of ongoing market initiatives. Drive client events, roundtables, and other client-visible communication initiatives to ensure enhanced perception and positioning of Citi amongst the target market.
- Manage the client relationship on a local and global level basis_
- Establish client account plans and proactively review client needs and requirement
- Work closely with stakeholders to maximize excellent client experience
- Manage RFP or RFI related to sales opportunities

**Skills and experiences required**:

- 10 years experience in the financial services industry
- 10 years experience in managing client relationships
- Proven experience successfully managing multi-million-dollar relationships
- Excellent analytical and organization skills
- Drives and delivers results
- Innovates and manages change
- Manages Risk and Control
- Excellent written and verbal communication skills
- Strong influencing skills
- Effective negotiation and persuasion skills
- Ability to manage people, client, and user expectations
- Builds partnerships and values diversity

LI-HYBRID

Predominantly focus in Securities Services
- **Job Family Group**:
Institutional Sales
- **Job Family**:
Investor Sales
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting


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