Operations Support Specialist

hace 4 semanas


San Francisco, Heredia, Costa Rica Citi A tiempo completo

The Operations Support Specialist is an entry-level position at Citi responsible for providing day-to-day operations support services. This role involves record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team.

**Key Responsibilities:**

• Perform business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms)
• Provide regular status updates for all project participants and create presentations for steering committee updates
• Work with various Legal & Compliance teams to obtain sign-off on all regulatory business requirements
• Serve as primary liaison between the key business stakeholder and technology, including recommending business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
• Create and facilitate training sessions, webcast demos, and write User Acceptance Test scripts and business scenarios against specified requirements
• Create, manage, and maintain project plans and act as the project manager for all follow-ups across various departments
• Work on multiple projects in parallel focusing on continued delivery of regulatory client deliverables, such as legal statements/performance reporting/advices/letters/notices

**Requirements:**

• Previous relevant experience preferred
• Proficient in Microsoft Office
• General knowledge of client reporting across the industry and our competitors
• Working knowledge of SQL environments and database queries
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication skills

**Education:**

Bachelor's degree/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.



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