The Platinum Onboarding Team is part of FISS (Financial Institution Sales & Solutions) which are global teams located in APAC, EMEA & NAM.

• Responsible for managing global Platinum relationships & the onboarding of both existing as well as new clients onto the Platinum platform.
• Includes ensuring client satisfaction within established service level parameters.
• Members of the Platinum Team must have a deep understanding of products and the clients they cover such as FX, Derivative trading, TBA’s, Commodities and Repo trading
• Works closely with partner groups such as Credit, Legal, Client Facilitation, RM’s, Tax Ops, Account Opening & Sales & Trading to develop solutions to address, along with commitment to delivering a superior client experience.
• The role encompasses the following main components: client engagement, including managing the client onboarding lifecycle in a timely manner; internal stakeholder engagement, ensuring all onboarding milestones are met; and issue-spotting and problem-solving.
• The Platinum team is responsible for driving overall onboarding efficiency and ensuring clients are on boarded in an operationally efficient manner.
• Provides best in class service focusing on Citi’s high net worth clients whose revenues exceed 1 billion.
• Provides Initial client outreach and ongoing client dialogue until successful completion of onboarding for a superior client experience
• Rapidly identifies and escalates any "bottleneck" issues our clients face that may impede onboarding effort with Citi.
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure
• Drive continuous enhancement of Citi products and services and partner with support groups and client to ensure Citi is a top 3 provider
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• Adhere to all policies and procedures as defined by your role which will be communicated to you
• 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 – 5 years of relevant experience
• Previous, client-facing, middle office, or operations financial services experience
• General cross-product knowledge covering equities, fixed income, foreign exchange, and swaps
• General knowledge of legal agreements required: ISDA, MSFTA, CDEA, GMRA, MRA, ETC.
• General understanding of MTA’s, Tax packages, CIP requirements, formation documents and Account Opening is preferred.
• General understanding of hedge fund strategies including equity long/short, risk arbitrage, convertible arbitrage, event-driven, global macro, merger arbitrage and distressed
• Self-motivated with strong organizational skills
• Knowledge of the risk and control environment impacting both Citi and the financial industry more broadly
• Demonstrates clear and concise written and verbal communication
• The ability to multitask and constantly assess and change priorities in line with the demands of the business and client base
• A desire to learn
• Precision, attention to detail and the commitment to deliver an excellent service to a demanding global client base
• Ability to communicate effectively with clients, understand and internally relay their concerns/ requirements
• Required to work 3 days per week in the office.
• Knowledge of MS Office Suite of products such as Word, Powerpoint, Excel
• Excellent project management skills

Education:

• Bachelor's degree/University degree or equivalent experience

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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