Sales Support Specialist will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
Onboard new clients to Citi for their transactions through outreach and review of relevant KYC documentation, working with internal teams to effectively complete Citi's KYC criteria before execution.
Manage a portfolio of transactions and act as a focal point client queries and support the sales and transaction and relationship management teams in executing deals.
Build and develop internal and external client relationships and provide support effective new client onboarding
Assist sales by tracking and helping execute on follow up items from internal and client meetings
Leading strong governance and controls
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation
Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
What we'll need from you: Relative experience
Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and use of Client Relationship Management (CRM) system
Excellent interpersonal skills related to client interaction, and internal team interactions
Proficient with Excel, Word, PowerPoint and general computer skills
Experience with CRM, OneKYC, and other internal Citi compliance and sales management systems/policies preferable
Requires being detail oriented with excellent organizational skills
Excellent problem solving skills
Excellent work ethic and advanced written and verbal communication skill
What we can offer you:
We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.
Institutional Sales Support ------------------------------------------------------
Time Type:
Full time ------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.-------------------------------
Additional Information
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
Team / Role Overview
The Sales Support Specialist is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are required. Work and performance of all teams in the area are directly affected by the performance of the individual.
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