The Sales Support Specialist is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
Sales Support Associates will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
Attend 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
Leading strong governance and controls
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 Global Markets and Securities Services
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:
2-5 years relevant experience
Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and use of Client Relationship Management (CRM) system
Excellent interpersonal skills related to client interaction, and internal team interactions
Proficient with Excel, Word, PowerPoint
Series 7 and 63 required
Education:
Bachelors/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.
Experience on corporate trust, corporate/commerical banking, capital markets and/or structured products is preferred but not a must.
Opportunity to transition into Institutional Sales ------------------------------------------------------
Job Family Group: Institutional Sales ------------------------------------------------------
Job Family: Institutional Sales Support ------------------------------------------------------
Time Type: Full time ------------------------------------------------------
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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.
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