Client Events and Campaigns Manager

United States Citigroup

Key Responsibilities

• Campaign and Offer Fulfillment:
  • Coordinate monthly offer and CVP fulfillment by obtaining relevant files, accurately identifying eligible clients, and performing stringent sample checks and controls to ensure precise delivery as per agreed frameworks
  • Handle client enrollments for offers and CVP programs, ensuring a seamless experience.
  • Manage gift and lifestyle programs offered to clients, including client eligibility identification, communication to RMs, consolidating responses, placing orders, and tracking order IDs.
• Client Segmentation and Event Management:
  • Support client portfolio management by identifying executing Upgrade, downgrade, segment change processes as per agreed framework
  • Provide comprehensive operational support for client events, including logistics coordination, managing invitations and RSVPs, and ensuring smooth execution.
  • Collaborate with marketing and sales teams to facilitate event success and client engagement.
• Account and Relationship Management Support:
  • Assist in managing client complaints by following established procedures.
  • Process client queries, requests and questions related to Citigold and Citigold Private Client segment propositions, campaigns and offers.
• Expense Management:
  • Process and reconcile expenses related to client activities, campaigns, and events, ensuring adherence to internal policies and budget guidelines.
  • Maintain accurate records for auditing purposes.
• Data Management and Reporting:
  • Generate and maintain various performance trackers when required
  • Manage primary and joint account holder segmentation.