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The Operations Support Specialist is an intermediate-level position responsible for providing day-to-day operations support services to the Citi operations team. This role involves maintaining records and documentation, storing and retrieving records, and performing account maintenance tasks. The Operations Support Specialist will also serve as a liaison between operations staff, relationship managers, project managers, custodians, and clients.
Key Responsibilities- Perform financial, statistical, and operational studies using analytical skills and knowledge of data analysis tools and methodologies.
- Perform feasibility analysis for significant process changes and partner with business teams to develop process improvements and solutions that help to streamline the operational workflow.
- Resolve varied and complex issues using professional judgment, discretion, and business expertise.
- Provide informal guidance and training to new and lower-level team members, as needed.
- Exercise independence of judgment and autonomy, and act as a subject matter expert to senior stakeholders and/or other team members.
- 2-5 years of relevant experience in financial operations or a related field.
- Proficient in Microsoft Office, with a high level of knowledge of related industry standards and practices.
- Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
- Consistently demonstrates clear and concise written and verbal communication skills.
- Self-motivated and detail-oriented, with proven organization and time management skills.
- Demonstrated problem-solving and decision-making skills.
- Required licensing/registration: Series 7, Series 9, Series 10, Series 63.
- 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.
