VP, Account Manager, Securities Services
Company: Hispanic Technology Executive Council
Location: Boston
Posted on: October 16, 2024
Job Description:
Job purpose:
Securities Service is a key business within the Citi Institutional
Clients Group. The business covers Custody, Funds Services and
Direct Custody products, providing services to the variety of the
institutional clients, of both, global and regional importance to
the firms franchise.
The successful candidate will act as the primary contact for
operational service-related escalations and in conjunction with the
Client Executive (CE), will be responsible for ensuring that Citi
is delivering a best in class client experience. The successful
candidate will typically be assigned a number of clients and be
responsible for implementing an appropriate service delivery
governance structure focused on proactive client management. It is
within the remit of the Account Manager role to act as an advocate
for the client within Citi.
Key responsibilities:
- Create collaborative relationships with the client(s) and act
as trusted advisor on service-related matters and proactively
manage clients through the provision of excellent customer service
and understanding their strategic goals and needs
- Lead resolution of escalated operational and service issues in
path to green. Help clients navigate Citis operational Subject
Matter Experts. Arrange subject matter discussions/reviews as
required.
- Set the standards and instill a culture of exceptional client
service across the operational teams servicing assigned
clients
- Establish appropriate local governance and feedback processes
to ensure full transparency around client needs and issues
- Be a client advocate within the business and be the accountable
owner of complex cross function service issues
- Lead client service reviews and Due Diligence Visits, attend
Board Meetings with respect to operational performance
- Solicit feedback from the client on a regular basis re client
sentiment and drivers behind any amber/red returns. Identify clear
path, owner and target date for return to green.
- Own client service review meetings ensuring quality metrics and
data are presented. Share service review results internally and
ensure any resulting action items are managed to conclusion.
- Own operational service plans capturing solutions to
significant issues and proactive initiatives and jointly discuss
with clients on a periodic basis.
- Establish and lead regular calls with clients to review
operational issues log and MIS.
- Support Sales/Client Executives in pre-RFP information requests
and client due diligence sessions.
- Monitor aged receivables and lead conversations with the
clients to close out aged billing items.
- Oversight of significant client change initiatives and
co-ordination of client change delivery for non-contractual change
clients.
- Ensure clients receive notices and updates on all planned
changes, including Citi driven, client driven and regulatory driven
change. Ensure clients are fully operational and satisfied post
go-live.
- Partner up with BAU Operations to champion operational
solutions and challenge manual/bespoke/inefficient processes to
ultimately reduce risk, increase efficiency and/or enhance service
delivery.
- Based on knowledge of processes and client feedback, raise
product gaps to relevant Product team ensuring a targeted strategy
is in place. Qualifications
- BS/BA degree relevant subject (e.g. Finance, Accounting,
Management) or equivalent work experience
- Experience in a global financial institution with broad end to
end understanding of Global Custody and other Securities Services
products including Direct Custody, Fund Accounting/Administration
and Middle Office services.
- Strong customer focus and previous experience in a client
facing role essential
- Ability to establish and build trust with clients and senior
leaders throughout the business, demonstrating strong advisory and
influencing skills to evaluate needs and develop solutions
- Ability to work effectively and independently in situations
requiring analytical, interpretive and problem solving techniques
using impeccable integrity and judgement
- Strong analytical and problem-solving skills with an ability to
evaluate needs and develop solutions
- Results oriented self-starter with a continuous improvement
mindset and experience.
- Proven ability to lead cost saving initiatives and manage key
operational risks
- Enthusiastic with strong presentation and interpersonal
skillThis job description provides a high-level review of the types
of work performed. Other job-related duties may be assigned as
required.------------------------------------------------------Job
Family Group: Institutional
Sales------------------------------------------------------Job
Family:Account
Management------------------------------------------------------Time
Type:Full
time------------------------------------------------------Primary
Location:Boston Massachusetts United
States------------------------------------------------------Primary
Location Full Time Salary Range:$111,040.00 - $166,560.00
In addition to salary, Citis 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.------------------------------------------------------Anticipated
Posting Close Date:Sep 06,
2024------------------------------------------------------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.Citigroup Inc.
and its subsidiaries ("Citi) invite all qualified interested
applicants to apply for career opportunities. 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 .View the
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Keywords: Hispanic Technology Executive Council, Leominster , VP, Account Manager, Securities Services, Executive , Boston, Massachusetts
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