Markets Sales and Trading Client Manager
Client Facilitation Group partners with Sales, Trading and Relationship Management to ensure that Global Markets is meeting certain Know Your Customer / Suitability requirements across all of Citi's entities and regions. The responsibilities of this position include:
Liaise with clients and sales coverage to obtain/confirm Know Your Customer type information (i.e., assets under management, etc.)
Verify documentation received from the client
Update and maintain information in the CRM
Liaise with various teams to coordinate potential changes in our client hierarchy
Adhoc support Job Family Group:
Institutional Sales Job Family:
Investor Sales Time Type:
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