Client Service Senior Manager, Vice President - SAN FRANCISCO

Overview

Client Service Senior Manager, Vice President - San Francisco

The Client Service Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.

Responsibilities

• Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures.
• Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded.
• Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans.
• Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
• Contribute to and drive tactical and strategic initiatives.
• Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.
• Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place.
• Work closely with the Global and Regional Market Managers to ensure that business initiatives are appropriately supported by Service.
• Appropriately assess risk when business decisions are made, demonstrating particular 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications

• 6-10 years of experience.
• Leadership skills: Takes ownership, readily takes charge and makes decisions, able to motivate people toward a common goal, implement change and get results.
• People Management Skills: able to constructively coach and motivate staff.
• In-depth knowledge of client onboarding requirements, including KYC and AML.
• Excellent verbal and written communication skills.
• Required: US FINRA Registration: SIE; Series 7; Series 63 (or Series 66); Series 9 + Series 10 (or Series 24, Series 4, Series 53).
• Must meet ALL US FINRA Registration requirement within 150 days of hire date.

Education

• Bachelor\'s/University degree, Master\'s degree preferred.

Job Details

• Job Family Group: Private Client Coverage
• Job Family: Client Services
• Time Type: Full time
• Primary Location: San Francisco, California, United States
• Primary Location Full Time Salary Range: $129,840.00 - $194,760.00

Note: Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off and holidays are provided. Availability of benefits may vary by jurisdiction, job level, and date of hire. For more information, please visit citibenefits.com.

Equal Opportunity

Citi is an equal opportunity employer, and 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 are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi and Citi’s EEO Policy Statement.