Citi Operations Specialist

hace 5 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo

We are looking for a highly skilled and experienced Citi Operations Specialist to join our team. As an intermediate-level position, this role is responsible for providing day-to-day operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team.

The ideal candidate will have 0-2 years of relevant experience and be proficient in Microsoft Office. They will also possess excellent organizational and time management skills, with a proven track record of meeting deadlines and delivering high-quality results.

The successful candidate will demonstrate strong problem-solving and decision-making skills, as well as the ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements. Additionally, they will consistently demonstrate clear and concise written and verbal communication skills, with the ability to prepare and present information to internal and external auditors when required.

Key Responsibilities:

  • Provide day-to-day operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team
  • Serve as liaison between operations staff, relationship managers, project managers, custodians, and clients, ensuring seamless communication and collaboration
  • Update help content used by Knowledge Hub end users to service client inquiries, as needed
  • Execute work assigned, including annual review certification and change requests

Qualifications:

  • 0-2 years relevant experience
  • Proficient in Microsoft Office
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Self-motivated and detail-oriented
  • 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



  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    At Citi, we are committed to providing exceptional operations support services. The Ops Sup Analyst 1 is an entry-level position responsible for maintaining records and documentation, storing and retrieving records, account maintenance, imaging, and opening accounts in coordination with the Operations - Core Team.The Ops Sup Analyst 1 serves as a liaison...

  • Citi Operations Analyst

    hace 22 horas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is seeking a highly motivated and detail-oriented individual to fill this entry-level position. As a member of the operations team, you will play a critical role in ensuring the smooth operation of our business. In addition to performing day-to-day operations tasks, you will also have opportunities to develop new skills and take on additional...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    **About Citi:**Citi is a global bank with a brain and a soul. We create economic value that is systemically responsible and in our clients' best interests.We have a mission to rival any large tech company, driven by our technology solutions that are the foundations of everything we do.Our Enterprise Operations & Technology teams manage risk, resources, and...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job Title: Accounting Operations SpecialistOverview:Citi's Accounting Operations team is seeking a skilled Accounting Operations Specialist to perform complex accounting functions, including general ledger and proof of account reconciliation, research, and investigation.Key Responsibilities:Perform various accounting functions that are the most complex in...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    We are seeking an experienced Operations Support Specialist to join our team at Citi. In this role, you will be responsible for providing day-to-day operations support in alignment with Citi's operations support infrastructure and processes.The Operations Support Specialist is responsible for performing financial, statistical, and operational studies using...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is a leading global financial services company. We are seeking a highly motivated and detail-oriented Senior Accounting Operations Specialist to join our team.Job DescriptionThe Senior Accounting Operations Specialist will play a crucial role in ensuring the accuracy and completeness of accounting reconciliations on Citi reporting tools. Key...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About the Role:Citi is seeking a highly skilled and detail-oriented Data Operations Specialist to join our team. In this role, you will be responsible for providing critical support to various stakeholders across the organization.Key Responsibilities:Inform Finance departments of system failures and SLA breaches in a timely mannerAct as a liaison between...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About the Role: As a Finance Operations Specialist at Citi, you will play a critical part in ensuring the accuracy and conformance of reported transactions. You will be responsible for designing, building, and running metrics and analytics to support day-to-day operations.Your Responsibilities:Create and coordinate testing calendars with stakeholders to...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The Compliance Operations Specialist role at Citi involves participating in Anti-Money Laundering (AML) monitoring, governance, and regulatory reporting activities in coordination with the Compliance and Control team. The primary objective of this position is to support the development and management of a dedicated internal Know Your Client (KYC) program....


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    **About the Role**This role supports the management of the financial reporting processes across various segments and locations, working closely with different stakeholders to achieve goals. As a CORA professional, you will act as an extension of EO&T Controllers in NY, providing support for the following Operations and Technology segments: Citi Realty...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is seeking an experienced Operations Support Senior Manager to join our team. The successful candidate will be responsible for leading a team or department, ensuring seamless delivery of operations support services in alignment with Citi's infrastructure and processes.The Ops Sup Sr. Manager will be responsible for managing professional teams and...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is a leading financial services company that requires skilled professionals to support its applications. As an Application Operations Specialist, you will play a crucial role in ensuring the smooth operation of our systems and providing top-notch service to our customers.The ideal candidate will have 2-5 years of experience in similar roles, with a...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Transforming Finance at CitiWe are embarking on an exciting journey to transform our Finance function at Citi, and we are looking for a talented professional to join our team as a Global Close Operations Specialist. In this role, you will play a key part in designing and implementing global ledger infrastructure, processes, and governance to ensure accurate,...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    **Job Description:**The Senior AML Operations Specialist will play a critical role in supporting the development and management of a dedicated internal Know Your Client (KYC) program at Citi. This role requires strong analytical and problem-solving skills, as well as the ability to work effectively in a team environment.**Key Responsibilities:**Analyze data...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is looking for a highly skilled FP&A Specialist to support our business strategy. The successful candidate will have strong analytical skills and the ability to communicate complex ideas simply.Responsibilities include:Providing detailed financial analysis and recommendations to senior leadersDeveloping and maintaining financial models and...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The Human Resources (HR) department at Citi is seeking a skilled Operations Specialist to join their team. This entry-level position plays a vital role in delivering day-to-day HR support and services to client groups.The overall objective of this role is to provide operational assistance to the HR team, ensuring seamless execution of HR processes and...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    In this role, you will be part of the **Data Services** team at Citi, where you will play a critical role in supporting the Genesis Data Acquisition and Target Record Layout (TRL) upgrade processes. You will manage relationships with Consumers/Data Sources, review quality analysis results, and drive data quality resolution.As a Financial Data Operations...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job OverviewCiti is an equal opportunity and affirmative action employer. We seek a highly skilled and experienced individual to join our team as a Chief Financial Operations Specialist.Key Responsibilities:Meet productivity goals, SLA's and expected response times in a timely manner.Attend escalations when assigned by manager or supervisor.Train new agents...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Company OverviewCiti is a leading global financial services company, providing solutions for consumers, corporations, governments and institutions. As a KYC Operations Analyst 1, you will play a key role in assisting the development and management of Citi's internal Know Your Client (KYC) program.


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    **Job Summary:**We are seeking a skilled Financial Planning and Analysis (FP&A) professional to join our team at Citi. As a Senior FP&A Specialist, you will play a key role in driving business growth and decision-making through data-driven insights.Key Responsibilities:Analyze financial performance and develop forecasts to inform business decisionsDevelop...