AVP - Asset Servicing Client Service Lead - Getzville, NY (Hybrid)

Team/Function Overview:

Daily management of North America (NAM) Asset Servicing Prime client queries for Citi’s Global Markets Equity and Fixed Income business. In addition to escalations from OCRM clients and providing overall relationship management for certain clients. The team liaises directly with Clients, and being an efficient link between the AS processing teams, the Prime Business, Other Middle Office and Operations teams and providing accurate information back to clients in a timely fashion.

Role/Position Overview:

The Market Operations Asset Servicing Group provides support to both the front and middle offices and interacts with many of the other operational functions that come under the wider Market Ops group.

The successful candidate will be a key member of the Asset Servicing department in Belfast providing subject matter expertise in relation to Asset Servicing events.

Key Responsibilities:

• Manage the day to day Asset Servicing queries for European and Global Prime clients
• Be a point of escalation for OCRM clients
• Responsible for relationship management with exclusive clients
• Managing risk on a daily basis by escalating issues to senior management, business and control
• Identify process breakdowns and any gaps in controls, propose solutions and work with the EMEA AS management team to implement across the group
• Identify ways to enhance client experience
• SME on Income events and ability to learn Corporate Action events
• Driving process improvements and change initiatives ensuring these are within our strong control framework.
• Liaising with other business units, including, Product, Client Executives, Compliance, Risk and Technology
• Attend client meetings when required
• Understand market and regulatory changes
• Monitor and analyse trends via Error, Key Performance Indicators, metric analysis and implement corrective action plans to maintain the culture of continuous improvement
• Be a key participant in driving forward the global client experience structure

Development Value:

• Exposure to a wide range of financial markets.
• Client facing
• Exposure to a wide range of product types and desk strategies.
• Exposure to multiple operations areas.
• Opportunity for the scope of the role to expand
• Exposure to senior desk management.
• Exposure to senior ops management.

Knowledge/Experience:

• Industry experience essential, within Asset Servicing/Income/Corporate Actions
• SME Income knowledge required
• Detailed understanding of the businesses being supported
• Proven record of accuracy and effective time management and prioritization skills
• Ability to build strong working relationships
• Exposure to managing tactical and strategic initiatives
• Client service experience

Qualifications:

• Bachelors degree
• IOC Qualifications are preferred but not essential

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Job Family Group:

Operations - Transaction Services

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Job Family:

Asset Servicing

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Time Type:

Full time

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Primary Location:

Getzville New York United States

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Primary Location Full Time Salary Range:

$70,080.00 - $105,120.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Jun 30, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consider