Citi
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Account Manager Vice President
role at
Citi
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 institutional clients of global and regional importance to the firm’s franchise. The successful candidate will act as the primary contact for operational service-related escalations and, in conjunction with the Client Executive (CE), will ensure Citi delivers a best-in-class client experience. The role typically covers a number of clients and focuses on proactive client management and governance. It is within the remit of the Account Manager to act as an advocate for the client within Citi.
Responsibilities:
Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters; proactively manage clients through excellent customer service and understanding their strategic goals and needs.
Lead resolution of escalated operational and service issues to green; help clients navigate Citi’s operational Subject Matter Experts; arrange discussions/reviews as required.
Set standards and instill a culture of exceptional client service across 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 the accountable owner of complex cross-functional service issues.
Lead client service reviews and due diligence visits; attend Board meetings with respect to operational performance.
Solicit client feedback on sentiment and drivers behind amber/red returns; identify clear path, owner and target date for return to green.
Own client service review meetings; ensure quality metrics and data are presented; share results internally and manage action items to conclusion.
Own operational service plans capturing solutions to significant issues and proactive initiatives; discuss with clients periodically.
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 clients to close out aged billing items.
Oversee significant client change initiatives and coordinate client change delivery for non-contractual change clients.
Ensure clients receive notices and updates on all planned changes (Citi-driven, client-driven and regulatory-driven); ensure clients are fully operational and satisfied post go-live.
Partner with BAU Operations to champion operational solutions and challenge inefficient processes to reduce risk and improve service delivery.
Based on knowledge of processes and client feedback, raise product gaps to the relevant Product team to ensure a targeted strategy.
Qualifications:
BS/BA degree relevant subject (e.g., Finance, Accounting, Management) or equivalent work experience
Experience in a global financial institution with 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
Ability to establish and build trust with clients and senior leaders; strong advisory and influencing skills
Ability to work independently in analytical, interpretive and problem-solving contexts with integrity and judgment
Strong analytical and problem-solving skills; ability to evaluate needs and develop solutions
Results-oriented self-starter with a continuous improvement mindset
Proven ability to lead cost-saving initiatives and manage key operational risks
Enthusiastic with strong presentation and interpersonal skills
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job details
Job Family Group: Private Client Coverage
Job Family: Client Services
Time Type: Full time
Primary Location: Tampa, Florida, United States
Primary Location Full Time Salary Range: $103,920.00 - $155,880.00
Benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off, holidays, etc. Availability may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Sep 12, 2025
Equality and accommodations
Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you require a reasonable accommodation to use our tools or apply for a career opportunity, please review Accessibility at Citi.
Seniority level
Not Applicable
Employment type
Contract
Job function
Sales and Business Development
Industries
Banking, Financial Services, and Investment Banking
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Account Manager Vice President
role at
Citi
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 institutional clients of global and regional importance to the firm’s franchise. The successful candidate will act as the primary contact for operational service-related escalations and, in conjunction with the Client Executive (CE), will ensure Citi delivers a best-in-class client experience. The role typically covers a number of clients and focuses on proactive client management and governance. It is within the remit of the Account Manager to act as an advocate for the client within Citi.
Responsibilities:
Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters; proactively manage clients through excellent customer service and understanding their strategic goals and needs.
Lead resolution of escalated operational and service issues to green; help clients navigate Citi’s operational Subject Matter Experts; arrange discussions/reviews as required.
Set standards and instill a culture of exceptional client service across 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 the accountable owner of complex cross-functional service issues.
Lead client service reviews and due diligence visits; attend Board meetings with respect to operational performance.
Solicit client feedback on sentiment and drivers behind amber/red returns; identify clear path, owner and target date for return to green.
Own client service review meetings; ensure quality metrics and data are presented; share results internally and manage action items to conclusion.
Own operational service plans capturing solutions to significant issues and proactive initiatives; discuss with clients periodically.
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 clients to close out aged billing items.
Oversee significant client change initiatives and coordinate client change delivery for non-contractual change clients.
Ensure clients receive notices and updates on all planned changes (Citi-driven, client-driven and regulatory-driven); ensure clients are fully operational and satisfied post go-live.
Partner with BAU Operations to champion operational solutions and challenge inefficient processes to reduce risk and improve service delivery.
Based on knowledge of processes and client feedback, raise product gaps to the relevant Product team to ensure a targeted strategy.
Qualifications:
BS/BA degree relevant subject (e.g., Finance, Accounting, Management) or equivalent work experience
Experience in a global financial institution with 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
Ability to establish and build trust with clients and senior leaders; strong advisory and influencing skills
Ability to work independently in analytical, interpretive and problem-solving contexts with integrity and judgment
Strong analytical and problem-solving skills; ability to evaluate needs and develop solutions
Results-oriented self-starter with a continuous improvement mindset
Proven ability to lead cost-saving initiatives and manage key operational risks
Enthusiastic with strong presentation and interpersonal skills
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job details
Job Family Group: Private Client Coverage
Job Family: Client Services
Time Type: Full time
Primary Location: Tampa, Florida, United States
Primary Location Full Time Salary Range: $103,920.00 - $155,880.00
Benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off, holidays, etc. Availability may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Sep 12, 2025
Equality and accommodations
Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you require a reasonable accommodation to use our tools or apply for a career opportunity, please review Accessibility at Citi.
Seniority level
Not Applicable
Employment type
Contract
Job function
Sales and Business Development
Industries
Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr