First Line Client Specialist (FLCS) is a role that sits within the business part of the Client Facilitation Team within Global Corporates FX Sales, with dual accountability to the designated sales product or regional head. This is a critical role that will equally improve both the ‘First Line of Defence’ (FLOD) and the Client Experience through:
- Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues.
- Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement.
- Drive improvements to internal efficiency (e.g., KYC/CO) through a centralised client service and support team able to both diagnose issues and identifying potential solutions.
- The reduction of manual intervention e.g., improved STP, through the remediation of data and hierarchies (coverage & risk)
Job Purpose:
Become an integral part of the West and Central Africa Corporate FX Sales Team for both internal and client-facing day-to-day tasks and help coordinate long-term projects to improve internal processes and help manage regulatory change. The specific day-to-day tasks and long-term projects may change over time.
Key Responsibilities:
- Proactively support West and Central Africa Corporate FX Sales to manage the ‘First Line of Defence’
- Ensuring post-trade processes are managed efficiently and effectively
- Monitoring of the desks first line controls
- Act as a point of escalation and own resolution of operational issues between sales and support functions
- Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
- Proactively mitigating client impact whilst enhancing the client experience
- Develop and maintain presentation and other material for internal purposes (Monthly Business Reviews, Senior Business Reviews, etc.)
- Assist with external presentation for client workshops, training, etc. with focus on formatting
- Help collate data to help the team in monitoring and analysing FX portfolio performance
- Compiling market updates from Citi research portal / Citi Velocity and by gathering info from local teams for specific markets
- Assist in credit limit calculation and credit charges, as well as monitoring credit limit usage
- Responsible for general administration duties as necessary such as calendar management and event coordination
- Assist with control and supervisory framework to ensure adherence to audit and control policies
- Support the West and Central Africa Corporate FX Sales Team in market expansion initiatives on both Global subsidiaries, Public Sector and Local Corporates Segments
Knowledge/Experience:
- 1-5 years of experience in Capital Markets or in Operations, Risk, Client On-boarding or Middle Office
Qualifications:
- Bachelor's degree with minimum Upper Second honors (or equivalent)
Skills:
- Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
- Some knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help
- Good understanding of Client Marketing needs
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Sales------------------------------------------------------
Job Family:
Corporate Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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