Financial Operations Specialist
hace 4 días
Citi is seeking a highly skilled Financial Operations Specialist to join our team. This role is an excellent opportunity for individuals who are passionate about delivering exceptional client experiences and contributing to the success of our organization.
As a Financial Operations Specialist, you will be responsible for providing financial operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. You will also serve as the liaison between operations staff, relationship managers, project managers, custodians and clients.
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
- 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
$60,000 - $80,000 per year
About CitiCiti is an equal opportunity and affirmative action employer. We value diversity and inclusion and are committed to creating a workplace where everyone has the opportunity to succeed.
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