Account Manager Vice President

Citigroup Inc.; Tampa (FL); On-site; USD 103,000 - 156,000; Full time

Job summary

A global financial institution in Tampa is seeking an Account Manager to oversee client relationships and ensure exceptional service delivery. The ideal candidate will have a BS/BA degree, strong analytical and customer-focused approach, and significant experience in a client-facing role. Responsibilities include leading resolution of client issues, creating governance processes, and managing operational service plans. Competitive compensation and benefits package offered.

Benefits

Medical, dental & vision coverage

401(k)

Life insurance

Paid time off programs

Qualifications

• Experience in a global financial institution with knowledge of Securities Services products.
• Strong client-facing experience is essential.
• Ability to work independently and analyze complex situations.

Responsibilities

• Manage client relationships and act as a trusted advisor.
• Lead resolution of service issues and ensure client satisfaction.
• Establish governance processes for client interactions.

Skills

Customer focus

Analytical skills

Problem-solving

Interpersonal skills

Presentation skills

Education

BS/BA degree in Finance, Accounting, or Management

Job description

Overview

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 global and regional importance 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), be responsible for ensuring that Citi delivers a best-in-class client experience. The candidate will typically be assigned a number of clients and will implement an appropriate service delivery governance structure focused on proactive client management. It is within the remit of the Account Manager role to act as an advocate for the client within Citi.

Responsibilities

• Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters, proactively managing clients through excellent customer service and 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 the 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 be the accountable owner of complex cross-function service issues.
• Lead client service reviews and due diligence visits, attend Board Meetings with respect to operational performance.
• Solicit feedback from the client on a regular basis re client sentiment and drivers behind any amber/red returns. Identify 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 ensure any resulting action items are managed to conclusion.
• Own operational service plans capturing solutions to significant issues and proactive initiatives, and discuss jointly with clients on a periodic basis.
• 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 the 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, including Citi-driven, client-driven and regulatory-driven change. Ensure clients are fully operational and satisfied post go-live.
• Partner up with BAU Operations to champion operational solutions and challenge manual/bespoke/inefficient processes to ultimately reduce risk, increase efficiency and/or enhance service delivery.
• Based on knowledge of processes and client feedback, raise product gaps to the relevant Product team ensuring a targeted strategy is in place.

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 is essential.
• Ability to establish and build trust with clients and senior leaders throughout the business, demonstrating strong advisory and influencing skills to evaluate needs and develop solutions.
• Ability to work effectively and independently in situations requiring analytical, interpretive and problem-solving techniques using integrity and judgement.
• Strong analytical and problem-solving skills with an ability 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.

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

Job Family Group: Private Client Coverage

Job Family: Client Services

Time Type: Full time

Primary Location: Tampa, Florida, United States

Primary Location Full Time Salary Range: $103,920.00 - $155,880.00

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 vacation, sick leave, and holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date: Sep 12, 2025