Workforce Intelligence Talent Acquisition Client jobs at Citi Group

The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and supporting our high-net-worth clients primarily through inbound and outbound phone calls. They will be tasked with providing best in class service on both Banking and Investment inquiries.

Key Responsibilities:

• Fully accountable for servicing and supporting Citi’s high-net-worth Investment and/or Banking clients.
• Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
• Directly responsible for providing timely responses to client service requests, received via telephone or email.
• Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
• Handles all inquiries/requests related to banking and /or investment operations – including placing unsolicited securities trades (Series 7 & 63 required).
• Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
• Ensures that KYC/AML and other compliance norms are strictly adhered to.
• Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
• Builds a rapport with back-office staff and seek out highest level of support from those teams.
• Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
• Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
• Accountable for identifying prospective clients interested in becoming new clients.
• Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
• Responsible for proactively contacting clients to identify needs and deepen relationships.
• Complete all required trainings pertaining to the function in a timely manner.
• 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 experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.

• Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
• Excellent verbal and written communication skills. Ability to communicate at a professional level.
• Positive and can-do attitude.
• Excellent people skills and ability to work in a team environment.
• Capable of working independently within established procedures and make decisions without manager approval.
• Able to perform multiple functions with a high degree of accuracy.
• Strong desire to create a top-notch client experience with every client every day.
• Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
• Ability to support a diverse array of products and services.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
• US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred.

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

The Commercial Banking organization is seeking a seasoned treasury expert to serve as a Client Executive (CE), managing a portfolio of global clients with a focus on ensuring Citi delivers a superior client experience.

This role is accountable for protecting and defending key client relationships, ensuring revenue retention, and identifying cross-sell opportunities. The CE ideally would be fluent in Citi’s comprehensive suite of Treasury and Trade Solutions (TTS) offerings, including Liquidity Management, Digital Channels and Data, Payments & Receivables. They will champion an exceptional experience across each client’s organization, ensuring solutions meet client needs and expectations consistently.

This role also requires close collaboration with control functions (e.g., Legal, Risk, Compliance, AMC/KYC), ensuring strong governance, adherence to Citi’s policies, and alignment with internal controls. Frequent client engagements - via touchpoints and in-person meetings - are essential to monitor satisfaction, proactively address concerns, and manage client sentiment, leveraging Citi's Client at Risk (CAR) framework where necessary.

Key Responsibilities:

• Serve as the Voice of the Client within Citi, driving improvements in client satisfaction
• Align with global and regional teams to ensure seamless delivery of Citi’s end-to-end client experience
• Conduct strategic client reviews and design action plans to ensure relationship growth, retention, and optimal onboarding
• Support and manage client escalations
• Partnership forums – providing constructive feedback to groups
• Provide guidance/direction to partners across the CCB and TTS
• Remove obstacles/gaps that create negative client experience
• Assist with development of tools that support the Client Success organization

Qualifications:

• University degree required
• MBA Preferred
• Proven track record of successful client focused activity
• Advanced problem solving skills
• Excellent interpersonal skills
• Committed, trusted team player
• High energy and initiative
• Effective time management and organizational skills

Anticipated Posting Close Date:

ICM Underwriters manage a portfolio of relationships acrossConsumer Retail and Healthcare, being responsible for the continuous monitoring of that portfolio. That includes the production of annual reviews, quarterly reviews, and the support of ad-hoc transactions and portfolio & industry reviews and stress testing, in partnership withConsumer Retail and Healthcareand Risk. This role reports to the Head of Consumer Retail and Healthcare Underwriting.

Key Responsibilities:

Executes, aligned with global and regional strategies, all responsibilities regarding underwriting,

including, but not limited to:

• Adoption of leading practices in credit analysis, underwriting, and monitoring, including the end-to-end underwriting process, from early origination discussions to development of credit approval memos, and senior approval forums

• Detailed review of financial analysis, due diligence, projection modeling, stress testing, risk ratings and other in-depth analysis performed by junior resources

• Review and approval of Credit Approval Memos (CAM) packages

• Partner with Front Office on structuring and production of term sheet for new transactions

• Facilitate relationships with key clients in Banking and Risk and with key Regulators, Internal Audit, and control functions

• Support ICM Underwriting organization on strategic initiatives / projects as required

Risk Management Experience:

• Senior credit approval authority covering large and complex underwritings, capital commitments, derivatives with multi-industry experience

• Experience in and exposure to global credit risk management standards

• Ability to understand capital markets products and complex financing and product structures

• Ability to provide strategic insights and strong sensitivity to macro and regulatory issues

• Able to discuss and address issues associated with the allocation of risk assets and risk capital in partnership with banking and product organizations

Client Relationships / Business Partnership:

• Proven ability to understand nuances of local markets, local regulation, and the capabilities and practices of competitors

• Navigates organizational complexity and breaks silos

• Creates and sustains a network of strong partnerships with the business in all segments geographies and other risk functions

• Provides well-reasoned, balanced assessments of risk/return trade-offs associated with transactions and client relationships

• Proven track record of partnering with global peers in leveraging and implementation of best practices

Qualifications:

• 10+ years risk/risk-related credit work experience in banking/financial institutions

• Proven ability to effectively engage with regulators and internal control functions including Internal Audit and Fundamental Credit Risk as well as with external audit

• Demonstrates strong ethics and integrity

• Ability to see the ‘big picture’ in a complex environment

• Can make decisions under pressure and short timeline

• Excellent verbal & written communication skills. Active listening skills.

• Excellent presentation skills – adept at presenting effectively to audiences of various sizes and various constituencies

• Bachelor’s/University degree, Master’s degree preferred

Anticipated Posting Close Date:

Citi Private Client and Citigold have Financial Advisors covering clients in North America, Hong Kong, Singapore and United Arab Emirates.

Initial focus will be creating and driving a delivery strategy for Securities Based Lending and Residential Mortgages with further expansion in these segments as part of the wider Citi Wealth growth strategy.

Responsibilities include:

• Partner with the Heads of Citi Private Client and Citigold in the respective region to create lending solutions to support growth objectives.

• Establish a reputation of execution and excellence.

• Understand and articulate the market specific products, competitive environment, platform gaps, challenges, and opportunities and provide input into global lending strategy and growth plans.

• Act as the initial subject matter expert and escalation point lending products.

• Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring and collaboration with colleagues across the US and Internationally.

• Partner with our retail credit risk lead to progress growth agenda across product lines while ensuring compliance with the Firm’s Retail Credit Risk Policies

• Build and maintain a strong pipeline of business development initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards

Qualifications:

• 10+ years of lending experience in the UHNW, HNW and Affluent segments.

• Experience as part of a high performing lending team and a desire to drive growth

• Strong knowledge of financial markets, investments, banking and loan products

• Excellent communication (written and verbal) and interpersonal skills

• Detail orientation with strong analytical skills.

• Ability to work under pressure and deliver within tight deadlines to drive execution for clients

• Strong negotiation skills

• Strong initiative and interactive approach to problem solving

• Displays flexibility and independence in a demanding environment

• Completion of formal credit training program preferred

• Bachelor’s degree / University degree required (or equivalent experience)

• Licenses: Series 7, 66 (or 63/65) preferred

Anticipated Posting Close Date:

Responsibilities:

• Assisting in the design, development, delivery and maintenance of best-in-class Compliance, programs, policies and practices for ICRM.
• Providing guidance on rules and regulations relating to function/business/product operational issues, as well as, provide transactional approvals and interpretation of internal compliance policies.
• Assisting with regulatory inquiries and/or examinations. This may include coordination with regulators and other parties.
• Collaborating with other internal areas including: Legal, Business Management, Operations, Technology, Finance, other Control Functions, and In-Business Risk to address compliance issues which may impact the supported function/business/product.
• Supporting the function/business/product in performing timely compliance reviews of new products.
• Assisting in the development and administration of Compliance training for the supported function/business/product.
• Researching any new reform rules and rule changes and implementing policies, procedures or other controls necessary to comply with the rules.
• Additional duties as assigned
• 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.

Qualifications:

• Knowledge of Compliance laws, rules, regulations, risks and typologies
• Must be a self-starter, flexible, innovative and adaptive
• Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
• Strong written and verbal communication and interpersonal skills
• Ability to both work collaboratively and independently; ability to navigate a complex organization
• Advanced analytical skills
• Ability to both work independently and collaborate with team members
• Excellent project management and organizational skills and capability to handle multiple projects at one time
• Proficient in MS Office applications (Excel, Word, PowerPoint)
• Demonstrated knowledge in area of focus
• Relevant certifications desirable

Education:

• Bachelor’s degree; experience in compliance, legal or other control-related function in the financial services firm, regulatory organization, or legal/consulting firm, or a combination thereof; strong working knowledge of function/business/product supported and the related operations and financial requirements; Advanced degree preferred

Additional Job Description:

The Compliance Product Officer for Enterprise Workforce Management will:

• Support Second Line of Defense (2LoD) on the execution of challenge, monitoring & testing of key EWM-owned BAU activities related to Article X workforce management programs.
• Support control/design challenge reviews of key program elements (e.g., develop templates, guidance for reviews, questionnaires to be populated as part of fieldwork, outline documentation requirements)
• Perform targeted reviews / testing of 2LoD coverage teams’ challenge of EWM programs at the business/function level
• Support 2LoD coverage teams in their challenge of EWM programs at the business/function level
• Track and report on reviews, both at the enterprise level as well as the business/function level
• Support EWM Technology enhancement challenge (UAT participation)

Anticipated Posting Close Date:

The Business Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required.

Responsibilities

• Strategic Planning & Execution: Support senior leadership in shaping and executing business strategy, identifying opportunities for growth, and improving operational efficiency.

• Focus on using data to create reporting and visualizations to communicate insights, share knowledge and inform/influence business decisions and strategies

• Financial Management: Oversee budgeting, forecasting, and expense management to optimize financial performance; Drive productivity/ cost savings initiatives in partnership with the senior management team

• Data Analysis & Reporting: Develop reports and dashboards to track key performance indicators (KPIs) and provide insights to senior leadership.

• Stakeholder Engagement: Collaborate with internal teams, including finance, operations, risk, and compliance, to ensure seamless execution of business initiatives.

• Process Improvement: Identify opportunities to enhance productivity and streamline workflows using data-driven recommendations.

• Governance & Control: Ensure compliance with firm-wide policies and regulatory requirements while implementing best practices in risk management.

Qualifications:

• Bachelor’s degree in business, Finance, Economic, or related field

• 3+ years previous experience in management consulting, business management, strategy or finance roles, preferably in financial services.

• advanced experience with PowerPoint; ability to design visually appealing and effectively communicate information. Experience in adding visuals, graphics, and design elements to capture audience attention

• Strong Excel knowledge; advanced charting and data visualization techniques.

• Develop and manage data sets with input from various users/sources. Strong analytical skills.

• Team player with ownership mentality.

• Good project management, organizational and time management skills

• Strong communication and writing skills across all organizational levels

• Ability to effectively plan, prioritize and manage own workload within tight deadlines

• Ability to lead and deliver results with attention to detail

• High performance and motivation level

• Ability to develop relationships with peers across various functions

• Sensitive management of confidential, strategic, personal, and business critical information

• Self-starter, highly motivated and willingness to assume responsibility.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Responsibilities:

• Leads the alignment of global strategy with regional and country specific priorities in partnership with product or Advises/consults with business leaders on resource management priorities. Leverages headcount and finance analytics to share insights and drive programs.
• Leads the development and implementation of comprehensive workforce plans that aligns with organizational goals, ensuring the right talent is in the right place at the right time.
• Continuously evaluates workforce planning processes to identify areas of improvement, ensuring the organization remains agile in response to shifting business needs.
• Lead the identification, assessment, and development of key skills within the workforce, ensuring the organization can meet current and future needs. Collaborate with Learning and Development to design and implement upskilling and reskilling programs.
• Lead the development and execution of accurate workforce forecasts and schedules ensuring business needs are met. Integrate predictive and other analytics tools into forecasting processes to anticipate future workforce needs and potential challenges, enabling proactive decision making.
• Develop and maintain comprehensive dashboards and reports that track key workforce metrics, providing actionable insights to inform strategic decisions.
• Participate in the evaluation and implementation of new technologies that enhance workforce management capabilities.
• Maintain and train a Workforce management community within HR and business stakeholders, upskilling on the approach and a knowledge base to support a broad range of Workforce management activities across Citi
• Ensure the effective use of workforce management software and analytics tools
• Drive continuous improvement to initiatives within the workforce management and skills management processes, identifying and implementing best practices to enhance service delivery.
• Partners with senior executives, HRAs, Talent Acquisition, Finance, COO, among other key stakeholders to identify global solutions for workforce management initiatives.
• Leads regulatory response and adhere to regulatory commitments with regards to workforce planning, including meeting all relevant deliverables, meeting Internal Audit requirements, and delivering board and regulatory staffing and skill adequacy reports
• 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:

• 10+ years of relevant experience
• Consistently demonstrates clear and concise written and verbal communication skills
• Proficient in Microsoft Office with an emphasis on MS Excel
• Self-motivated and detail oriented

Education:

• Bachelor’s/University degree; managerial experience

Anticipated Posting Close Date: