Citi · 5 hours ago
Prime Finance Delta One Middle Office Client Service Lead Assistant Vice President
Tampa Florida United States
Full-time
Hybrid
Mid, Senior Level
$79K/yr - $119K/yr
5+ years expCiti is a dynamic, global organization with a strong presence in Capital Markets. They are seeking an Assistant Vice President to lead client service in the Prime Finance Delta One Middle Office, focusing on operational support and enhancing client experiences.
BankingFinanceFinancial Services
Responsibilities
Main point of contact for client operational queries
Overseeing the clients cashflow lifecycle, affirmation economics with customers and exception handling root causes that cause discrepancy
Management of client trade activity, liaising with the Desk and Clients to resolve any issues
Contribute to the development of new techniques for the trade life cycle, and improve processes and workflows
Driving initiatives to reduce Manual Touch Points (MTP’s) and in turn improve the overall affirmation / settlement rates
Contribute to bank change projects and offer advanced solutions and resolve complex trade flow problems
Helping to maintain a culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis
Provide informal/formal leadership for the team, and coach and train new recruits, and provide guidance and support to junior staff
Contribute to the creation of an infrastructure and tool set that will effectively manage risk and service our clients to a high standard
Qualification
Required
5-8 years of experience in a related role
Energetic, flexible, collaborative and proactive; a leader who can positively add sound product knowledge experience
Strong, influential communicator who is articulate and concise
Strong risk management and control mindset
Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources
Self reliant, good problem solver, results orientated
Ability to establish and build trust with professionals throughout the business
Solid understanding of life-cycle trade processing for Equity Swaps. Includes trade capture, settlements and reconciliations
Preferred
Relevant degree or equivalent work and industry experience preferred
Cash Equity and Equity Swap product knowledge preferable
Client Service experience preferred, preferably within Prime Brokerage
Corporate Actions experience preferable
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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