Citi Group Prime Brokerage CSR - B11 Hybrid 

United States, Florida, Tampa 

611793244

Job Purpose:

Responsible for providing operational client support for Priority and high focus Prime Brokerage clients.

The primary role will incorporate all aspects of Equity and Fixed Income Prime Brokerage operational client service – covering trade handling, fails management and client account management queries.

Key Responsibilities:

• Main point of contact for client/administrator operational queries

• Trade handling across equity and fixed income PB, including trade capture, trade kick-outs, broker mapping and connectivity issue resolution with clients/administrators

• Management of client settlement activity, liaising with settlements and clients to resolve any issues

• Management of client cash activity, authorisations, reporting and query resolution

• Review client cash balances / portfolios for operational issues

• Liaise with Citi execution desk on booking issues

• Documentation and publication of MIS where required

• Completion of all daily processes and controls including ad-hoc tasks that may be assigned.

• Driving initiatives to reduce Manual Touch Points (MTP’s)

Development Value:

• Client service skills development and exposure to clients/business.

• Develop an in depth knowledge of the products, markets and processes being supported

• Exposure to products supported by the Prime Finance Middle Office.

• Fully proficient in the use of technology within own department.

• Enhancing communication and organisational skills. Meeting targets set within the group and interacting with a wide spectrum of people to achieve these skills.

• Self motivation, flexibility and a strong desire to succeed will bring a recognised and rewarded career

Person Specification

• Client service experience essential

• Understanding of life-cycle of trade processing for significant product type (Equity / Fixed Income / Derivatives). Includes trade capture, settlements and reconciliations for the Equity and Fixed Income Prime Brokerage area.

• Understanding of settlement principles and practices.

• Work experience in the Financial Services Industry is a benefit.

• Displays a well-developed ability to schedule work and understand relative priorities.

• Building positive working relationships and working with team members to understand the root cause of an issue in a timely and effective manner.

Skills/Competencies

• Computer literate - Ability to quickly grasp several in house systems including Microsoft office applications.
• Communication – Ability to articulate clearly and communicate effectively at all levels.
• Problem solving - Resolve problems where the analysis of situations or data requires an in-depth evaluation of basic procedures and industry standards.
• Planning and Organising – Ability to work independently and multitask under pressure.
• Teamwork - the ability to demonstrate interest, skill, and success in getting groups to work together
• Attention to detail – Diligently attends to details and pursues quality in accomplishing tasks.
• Leadership – Ability in developing others via coaching and mentoring for effective performance management.
• Proactive - Identifying situations that could result in new business and developing recommendations tailored to the client.

Qualifications:

• Degree qualification or equivalent, with Financial Services focus.
• Industry exams e.g. IAQ module exams or equiv.

Anticipated Posting Close Date:

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