Client Executive Specialist Job at Citi (Ciudad De Mexico)

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Specialist, Cloud Service Providers

Manages a portfolio of 5-10 customers, a mix of existing and high-value whitespa...

Location

United States

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or equivalent experience
Typically, 6-10+ years of account management experience in the IT industry
Understanding and experience selling HPE AI products and solutions
IT Industry Knowledge: Strong understanding of IT trends and HPE's portfolio
AI Market Landscape and Trends: Strong understanding of AI trends and HPE's AI portfolio
Sales Execution: Proven ability to deliver on sales objectives and close complex deals
Strategic Planning: Skilled in articulating a vision aligned with HPE's strategy
Leadership: Experienced in leading teams in a complex matrix organization
Vertical Industry Knowledge: Understanding of the Cloud Service Provider landscape preferred
Successful track record: delivering against revenue goals and quota attainment

Job Responsibility

Customer Engagement: Develops and maintains professional relationships with key influencers and decision-makers
Understands customer IT and business objectives to align HPE solutions with their priorities
C-Level Experience: Comfortable and experienced with engagement and cultivating executive relationships
Business Growth: Builds and executes plans to drive growth and profitability
Identifies opportunities, leads pipeline building, and drives deals to closure through multi-disciplinary teams
AI and HPC/AI Solutions: Applies knowledge of the AI market landscape and experience selling HPE HPC/AI solutions to drive sales and customer engagement
Partner Ecosystem: Develops and governs partner relationships to maximize HPE's presence in accounts
Team Leadership: Leads the extended account team, providing feedback and guidance to ensure successful sales engagements

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Client Investment Specialist

As a Client Investment Specialist, you’ll be at the heart of our bespoke advisor...

Location

United Kingdom , London

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Higher Education (University / Bachelor)
Extensive experience in a similar role
Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques
Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork

Job Responsibility

Lead for investment proposals & portfolio reviews for 'bespoke' clients in discretionary & advisory services
Lead for delivering recommendation & executing client requests for 'bespoke' advisory portfolios
Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
Communicate our house view to Client Advisors and clients, ensuring high quality 'after sales' content for discretionary mandates and advisory solutions
Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke Advisory solutions
Act as the ambassador of the entire Investment capabilities of our Group
Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth
Be an agent of change for strategic transformation
Help develop, pitch and oversee customised DPM solutions tailored to the needs of 'bespoke' clients

Client Campaign Specialist

The Client Campaign Specialist (CCS) executes digital advertising campaigns acro...

Location

United States

Salary:

Not provided

KSAT 12

Expiration Date

Until further notice

Requirements

Minimum 2 years of experience in digital advertising operations, ad trafficking, or campaign management (agency, media company, or vendor)
Hands-on experience in a demand-side platform (Basis, The Trade Desk, etc.) preferred but not required — strong digital aptitude is essential
Solid understanding of key metrics (CTR, CPM, CPA, ROAS) and campaign performance analysis
Exceptional attention to detail, time management, and communication skills
Ability to thrive in a fast-paced environment and manage multiple campaigns simultaneously

Job Responsibility

Execute and optimize digital campaigns within DSPs and other ad platforms (display, OTT/CTV, audio, video, social)
Monitor performance daily for pacing, delivery, and quality — making data-driven adjustments to improve results
Maintain campaign documentation including insertion orders, creative assets, targeting parameters, and reporting deliverables
Generate client-facing reports summarizing key metrics, insights, and recommendations for future optimization
Troubleshoot technical or delivery issues with vendors, platforms, and internal teams to ensure smooth execution
Stay informed on evolving digital ad products and best practices to bring proactive recommendations to the sales and client service teams

Specialist Process Executive

Specialist Process Executive role focusing on blue-collar recruitment for roles ...

Location

India , Noida

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

2-4 years of proven experience in blue-collar recruitment
Track record of successful placements in roles such as machine operators, warehouse staff, assemblers, and technicians
Familiarity with the recruitment challenges specific to the UK blue-collar market, including regional labor trends
Understanding of manufacturing processes and the skill sets required for various roles within the sector
Strong communication and interpersonal skills to build relationships with candidates and clients
Ability to handle high-volume recruitment while maintaining a focus on quality and compliance
Problem-solving mindset with the ability to adapt to changing client requirements and market conditions
Any Graduation

What we offer

Commitment to fighting against all forms of discrimination
Inclusive and respectful work environment
All positions open to people with disabilities

Specialist Process Executive

Sopra Steria, a major Tech player in Europe with 50,000 employees in nearly 30 c...

Location

India , Noida

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

1-4 years of proven experience in blue-collar recruitment
Track record of successful placements in roles such as machine operators, warehouse staff, assemblers, and technicians
Familiarity with the recruitment challenges specific to the UK blue-collar market, including regional labor trends
Understanding of manufacturing processes and the skill sets required for various roles within the sector
Strong communication and interpersonal skills to build relationships with candidates and clients
Ability to handle high-volume recruitment while maintaining a focus on quality and compliance
Problem-solving mindset with the ability to adapt to changing client requirements and market conditions

Job Responsibility

Ensure daily workload (as provided by the Team Leader/SME) is completed in a timely manner
Adhere to the process defined by the clients to conduct compliance checks / audits ensuring KPI’s are met

What we offer

Commitment to fighting against all forms of discrimination
Inclusive and respectful work environment
All positions are open to people with disabilities

Client Executive Specialist

Citi

Location:
Mexico , Ciudad De Mexico

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
November 25, 2025

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