TTS Trade Client Onboarding manager
Job Description
Responsibilities
Coordinate implementation of regional TTS Trade deals.
Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow-moving deals.
Apply project management methodologies throughout the implementation life cycle, ensuring effective project control and delivery to plan.
Support client through their Onboarding journey – responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production.
Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.
Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed Service handover process before scheduled “go live”)
Attending when necessary Client meetings in close cooperation with TTS Product Sales and Relationship Managers
Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post implementation reviews and case book write ups for future implementation usage and marketing purposes.
Tracking and communicating internally the status of the deals.
Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.
Participate in staff forums and survey process.
Complete all mandatory and personal development training as stipulated by controls officer and team lead.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualifications
2-7 years relevant experience
Results orientation – evidence of proactively driving projects to conclusion. Demonstrated communication skills. Organizational and planning skills. Negotiation, decision making and problem solving skills. Ability to manage high workload within a pressurized environment. Flexibility – ability to manage a varying workload (ie, volume, complexity and composition). Ability to manage complex integration solutions, working alongside Technical and Technology teams. Strong work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified.
Attention to detail and experience of working in a controlled environment
Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision making/problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.
Education
Bachelor’s/University degree or equivalent experience
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Job Family Group:
Implementation
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Job Family:
Technical & Network Build
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Time Type:
Full time
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