Margin Clerk compiles data and determines customer margin in stock purchased. Determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Being a Margin Clerk researches customer margin account problems using customer account information and transaction records. May require an associate degree. Additionally, Margin Clerk typically reports to a supervisor or manager. The Margin Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Margin Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Brief Description of the Organization
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve.
Citi's Personal Banking and Wealth Management (PBWM) division is building a purpose-driven team to serve its globally diverse, digitally forward customers in top cities around the world. We're looking for exceptional candidates who think digitally and differently, resolve problems in unconventional ways and strive to provide a remarkable experience for our clients.
Overview of the Role
Citi's PBWM Technology (PBWMT) organization serves the PBWM global suite of products providing a full range of innovative and comprehensive set of services. Our businesses also offer industry-leading advanced technology, a strong worldwide presence, and a powerful global franchise.
About Citi Global Wealth
Citi Global Wealth (CGW) is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth continuum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals. Citi Global Wealth serves over 500,000 clients across its global footprint in Asia, Europe, Mexico, and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Global Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands.
The Position
The SVP, Digital Product & Solutions - Margin Lending Lead will be responsible for working with the business to develop digital strategy for Margin Lending digital experience across Origination, Loanable Value, Underwriting, Loan Servicing and Collateral Monitoring. The SVP will be a champion of progress and have the ability to drive and execute strategically aligned, and core capabilities that will enable this transformation. Key to success will be leading and driving alignment across senior internal business partners to accelerate their digital strategies across digital channels. This role will require an innovative, strategic approach and ensuring alignment across countries and stakeholders to ensure the success of the pivot to a digital centric, wealth management strategy. This individual is a strategic professional who closely follows the latest trends. Excellent communication skills is required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.
Primary responsibilities of the role will entail the following:
Key Responsibilities:
Qualifications:
Education:
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Job Family Group:
Technology-------------------------------------------------
Job Family:
Digital Tech Product Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Irving Texas United States------------------------------------------------------
Primary Location Salary Range:
$163,980.00 - $245,970.00------------------------------------------------------
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.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 review .
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