Eletronic Sales Support

2 semanas atrás

Sao Paulo, Brasil Citi Tempo inteiro

**Responsibilities**:

- Sales Support Specialist will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
- Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
- Attend client meetings with salespeople and client executives and document call reports in the appropriate systems
- Assist sales by tracking and helping execute on follow up items from internal and client meetings
- Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
- Work with sales team members to keep CRM and other internal systems active and accurate
- Leading strong governance and controls
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services

**Qualifications**:

- 5-8 years of experience
- Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and use of Client Relationship Management (CRM) system
- Excellent interpersonal skills related to client interaction, and internal team interactions
- Proficient with Excel, Word, PowerPoint and general computer skills
- Experience with CRM, OneKYC, and other internal Citi compliance and sales management systems/policies
- Requires being detail oriented with excellent organizational skills
- Excellent problem solving skills
- Excellent work ethic Advanced written and verbal communication skills
- Series 7 and 63 required

**Education**:

- Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

CPA-20
PQO de operacoes
- **Job Family Group**:
Institutional Sales
- **Job Family**:
Institutional Sales Support
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

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