This Sales Support Specialist is a developing professional role applying specialty knowledge to monitor, assess, analyze, and evaluate processes and dataThe role involves making evaluative judgments based on factual information, resolving problems through acquired technical experience and precedents. It has limited but direct impact on the business via quality of tasks/services provided, with impact restricted to the individual's job. This Sales Support role provides on the desk support to sales force with a focus on supporting improved Client experience and Sales efficiency. This role requires technical product knowledge & understanding of end-to-end infrastructure along with exposure to clients, and internal stakeholders such as control groups and senior leadership.
Responsibilities:
- Sales Support Analysts will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
- Assist sales by coordinating internally and support in preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
- Support where required with client meetings with salespeople and client executives and document call reports in the appropriate systems
- Assist sales by tracking and helping execute on follow up items from internal and client meetings
- Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
- Work with sales team members to keep CRM and other internal systems active and accurate
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Markets and Services
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
- 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
- Support onboarding through cross-functional coordination, proactively driving interactions with partners firm-wide
- Pre-trade support to ensure clients are “Ready to Trade” (e.g., KYC, legal, onboarding & pipeline management/prioritization, Regulatory, tax, credit capacity and facility setup oversight)
- Support requests for proposals (RFP's), requests for quotes (RFQ's), and requests for information (RFI's)
- Serve as point of contact for all escalation (e.g., margin disputes, data discrepancies, settlement)
- Optimize processes through root cause analysis (e.g., client onboarding and trade execution)
- Re-engineering / automation of high impact processes to improve sales / client experience
Qualifications:
- 0-2 years relevant experience
- Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and Experience in Client Relationship Management (CRM) system
- Demonstrated interpersonal skills related to client interaction, and internal team interactions
- Proficient with Excel, Word, PowerPoint
Education:
- Bachelor’s/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Sales
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Job Family:
Institutional Sales Support
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Time Type:
Full time
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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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