Client engagement coordinator

3 weeks ago


London, United Kingdom Citi Full time

One of the key areas we connect with clients and further strengthen the Citi brand across our stakeholders is through strategic client events and conferences. The size of these varies from a select few strategic forums which are global, cross-business and highly visible, to smaller scaled regional events – all of which represent Citi and are part of the investment we make in client connectivity and brand building.

We are seeking a Client Engagement Coordinator for global events to work across all business lines, including Client, Banking, Capital Markets and Advisory; Markets; Treasury and Trade Solutions; Securities Services; and Citi Commercial Bank. The Coordinator will be expected to work across these business lines to enhance client connectivity and support Citi’s brand.



Responsibilities:

Own and organize bilateral meetings across all strategic forums, including:

Client prioritization and outreach for senior management attendees

Acting as the liaison across all businesses

Coordination of client lists, briefing documents and biographies

On-site point of contact for client meetings (travel required)

Ensuring compliance to all Citi meeting policies as it relates to gifts & entertainment

Ensuring post event client meeting tracking in relevant system for each business, including:

All client meetings entered onto business CRM calendar (ie, Velocity, Toolbox, etc.) for monitoring of high-profile events

Coordination with various teams to collate attendee details

Responsible for measurement, reporting and monitoring of key client activities and meetings

Tracking meetings on, CRM, Velocity, etc.

Coordination of monthly reviews and reporting

Partnering with Finance to evaluate event effectiveness through evaluation of key performance indicators


Qualifications:

Consistently demonstrates clear and concise written and verbal communication skills

Ability to coordinate and build relationships across various levels and functions

Experience in coordinating bilateral meetings and strategic events

Understanding of key business clients and priorities

Strong communication, organizational and interpersonal skills

Project management skills

Ability to work in a fast-paced, dynamic environment

Understanding of risk and control functions and the impact on marketing engagement

Experience of working with Government official protocols an advantage


Education:

Bachelor’s Degree/University degree or equivalent experience

Benefits

27 Annual leave days plus all national bank holidays

Non contributory Pension scheme

Bupa Private Medical scheme

Discretionary Market competitive bonus scheme.

Hybrid Working model (dependent on role).

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Administration

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Time Type:

Full time

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