Account Manager Assistant Vice President

Citigroup Inc.; Tampa (FL); On-site; USD 79,000 - 119,000; Full time

Job summary

A global financial services firm is seeking an Account Manager in Tampa, Florida, to act as the primary contact for operational service-related escalations. You will create collaborative relationships with clients, ensure exceptional service delivery, and lead resolution of escalated operational issues. Ideal candidates will possess a BS/BA degree, strong customer focus, and a proven track record in a client-facing role. Compensation includes a salary range of $79,120 - $118,680.

Benefits

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Qualifications

• Experience in a global financial institution with understanding of Global Custody and Securities Services.
• Ability to establish trust with clients and senior leaders.
• Proven ability to lead cost-saving initiatives and manage operational risks.

Responsibilities

• Create collaborative relationships with clients and act as trusted advisor.
• Lead resolution of escalated operational and service issues.
• Establish local governance and feedback processes for client needs.

Skills

Strong customer focus

Analytical skills

Problem-solving skills

Presentation skills

Interpersonal skills

Education

BS/BA degree in Finance, Accounting, Management

Job description

Overview

Job purpose: Securities Service is a key business within the Citi Institutional Clients Group. The business covers Custody, Funds Services and Direct Custody products, providing services to institutional clients of both global and regional significance to the firm’s franchise. The successful candidate will act as the primary contact for operational service-related escalations and, in conjunction with the Client Executive (CE), will ensure Citi delivers a best-in-class client experience. The candidate will typically be assigned a number of clients and be responsible for implementing an appropriate service delivery governance structure focused on proactive client management. The Account Manager acts as an advocate for the client within Citi.

Key responsibilities

• Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters; proactively manage clients through excellent customer service and by understanding their strategic goals and needs.
• Lead resolution of escalated operational and service issues in path to green; help clients navigate Citi’s operational Subject Matter Experts; arrange subject matter discussions/reviews as required.
• Set standards and instill a culture of exceptional client service across the operational teams servicing assigned clients.
• Establish appropriate local governance and feedback processes to ensure full transparency around client needs and issues.
• Be a client advocate within the business and the accountable owner of complex cross-functional service issues.
• Lead client service reviews and due diligence visits; attend board meetings with respect to operational performance.
• Solicit feedback from the client on client sentiment and drivers behind any amber/red returns; identify a clear path, owner and target date for return to green.
• Own client service review meetings, ensuring quality metrics and data are presented; share service review results internally and manage resulting action items to conclusion.
• Own operational service plans capturing solutions to significant issues and proactive initiatives; discuss with clients periodically.
• Establish and lead regular calls with clients to review operational issues log and MIS.
• Support Sales/Client Executives in pre-RFP information requests and client due diligence sessions.
• Monitor aged receivables and lead conversations with clients to close out aged billing items.
• Oversight of significant client change initiatives and coordination of client change delivery for non-contractual change clients.
• Ensure clients receive notices and updates on all planned changes (Citi-driven, client-driven and regulatory-driven); ensure clients are fully operational and satisfied post go-live.
• Partner with BAU Operations to champion operational solutions and address inefficiencies that reduce risk, increase efficiency and enhance service delivery.
• Based on knowledge of processes and client feedback, raise product gaps to the relevant Product team to ensure a targeted strategy.

Qualifications

• BS/BA degree in a relevant subject (e.g. Finance, Accounting, Management) or equivalent work experience.
• Experience in a global financial institution with broad end-to-end understanding of Global Custody and other Securities Services products including Direct Custody, Fund Accounting/Administration and Middle Office services.
• Strong customer focus and previous experience in a client-facing role.
• Ability to establish and build trust with clients and senior leaders, demonstrating advisory and influencing skills to evaluate needs and develop solutions.
• Ability to work independently in situations requiring analytical, interpretive and problem-solving techniques with integrity and judgment.
• Strong analytical and problem-solving skills to evaluate needs and develop solutions.
• Results-oriented self-starter with a continuous improvement mindset and experience.
• Proven ability to lead cost-saving initiatives and manage key operational risks.
• Enthusiastic with strong presentation and interpersonal skills.

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: Private Client Coverage

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Job Family: Client Services

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Time Type: Full time

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Primary Location: Tampa, Florida, United States

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Primary Location Full Time Salary Range: $79,120.00 - $118,680.00

In addition to salary, Citi’s offerings may also include 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. Availability 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: Sep 12, 2025

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This is an equal opportunity employer; qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you need a reasonable accommodation to use our search tools or apply for a career opportunity, review Accessibility at Citi and the Know Your Rights poster.