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The Operations Support Specialist is an intermediate-level position responsible for providing 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. Additionally, the Operations Support Specialist serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.
**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
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgment and autonomy.
• Acts as SME to senior stakeholders and/or other team members.
**Qualifications and Requirements:**
• 2-5 years of relevant experience
• Proficient in Microsoft Office
• High-level 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
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Required Licensing/Registration: Series 7, Series 9, Series 10, Series 63
**Education and Certifications:**
• 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.
