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Know Your Client Manager
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Citi

Know Your Client Manager

Onsite United States
Posted 18 hours ago
Save Job

Watch this video to learn more about Citi

Job Details

The Client Facilitation Group partners with Sales, Trading, and Relationship Management to ensure that Markets is meeting certain Know Your Customer requirements across all of Citi’s entities and regions. This role will primarily support Citi's platinum clients. The responsibilities of the position include:

  • Liaise with clients, relationship managers, and sales coverage to obtain/confirm Know Your Customer information

  • Coordinate with AML, KYC operations, and Business Risk to complete KYC exercises in accordance to Citi Policy / country regulations while troubleshooting client pushback

  • Adhoc support


Knowledge/Experience:

  • Strong communication and problem solving skills with drive and ability to continuously develop and improve processes

  • Demonstrated strengths in building trusted relationships

Skills:

  • Numerate /Analytical

  • IT skills – Excel, other Microsoft suite

  • Ability to work as part of a team and autonomously

  • Strong attention to detail / high levels of accuracy

  • Description

  • Ability to manage and prioritize own workload effectively and resolve conflicting priorities

  • Results / Task oriented

  • Excellent communications skills (written / verbal) at all organizational levels.

  • Strong customer focus/relationship building skills

Qualifications:

  • Bachelor’s/University degree or equivalent experience

Competencies:

  • Communication / Relationship Building

  • Attention to detail / Prioritization

  • Using one’s initiative to take function to the next level

  • Ability to work to strict deadlines

  • Project Management

  • Strong team player / Strong IT skills

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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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:

$61,120.00 - $85,280.00


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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Feb 18, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Company Details
Citi
 
Work at Citi

About Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 200,000 dedicated people from around... Read more

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