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Senior Custody Portfolio Manager
1 week ago
This role involves managing a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards.
- Develop and maintain client relationships through regular calls and face-to-face interaction.
- Provide coaching and support to team members and serve as a point of contact for escalations.
- Advise on and advocate the implementation of process improvement and reengineering to enhance client experience.
- Maintain knowledge of new market and regulatory requirements affecting client portfolios.
- Escalate customer feedback, processing delays, and errors appropriately.
- Manage risk by assessing business decisions and their impact on the firm's reputation and safeguarding Citigroup, its clients and assets.
- Participate in and advise on inquiry-volume reduction, client experience initiatives, and cross-departmental initiatives.
- Collaborate with internal teams to resolve problems and escalate issues when necessary.