Trade Service Professional
4 days ago
The Trade Service Professional (TSP) is a specialist in Trade products who works with clients one-on-one to identify their business needs and advise on product offerings that best meet those requirements. TSP’s also have end to end ownership of the Trade Transactions for their clients, inclusive but not limited to inquiries, investigations, quality and timeliness of service.
**Responsibilities**:
- Align with internal stakeholders within Citi for delivery and processes for entire Trade Services
- Accountable for TSP Trade unit and deliverables of the team
- Accountable for ensuring that the unit comply with the Citibank Risks & Control policies and processes
- Monitor metrics pertinent to client satisfaction Develop and review metrics to gauge the health of managed clients across our TTLC & GCG portfolios
- Serve as an escalation point for internal and external clients
- Develop strong engagement and alignment with TTS Product & Sales teams to cater to the Trade clients and resolve client concerns efficiently
- Work in partnership with TTS Implementation teams for new clients and new product introductions
- Place a high emphasis on controls
- Ensure feedback from clients in the Quarterly Client Service Reviews are worked upon and shared with internal stakeholders for closure
- Ensure and monitor the right focus is placed on reducing repeat discrepancies provided in client documentation by educating the client, providing analytics to clients to demonstrate the benefits of STP
- Responsible for VoC survey initiation and tracking client feedback to closure.
- Evaluate and recommend solutions to problems through data analysis, technical experience and precedent
- Anticipate and respond to requests for deliverables with internal and external clients and vendors
- Contribute to and collaborate with trade operations projects as needed
- Develop comprehension of how the trade operations team interacts with others in accomplishing objectives
**Qualifications**:
- 5-8 years of relevant experience.
- Fundamental comprehension of financial industry regulations
- Effective verbal and written skills
- Effective communication and analytical skills
- Analytical skills and eye-for-detail
- Assertive & strong teamwork/interpersonal
- Motivated and self-driven with limited oversight requirements
**Education**:
- Bachelor’s degree/University degree or equivalent experience.
- CDCS/ CSDG is a must
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Operations - Transaction Services
- **Job Family**:
Transaction Capture Services
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
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