Senior Business Operations Specialist

hace 1 semana


Xico, México Citi A tiempo completo

Citi is seeking a highly skilled Senior Business Operations Specialist to join our team. This role will be based in the Americas.

About the Role:

The Senior Business Operations Specialist will provide critical operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, and imaging. This individual will also serve as a liaison between operations staff, relationship managers, project managers, custodians, and clients.

Responsibilities:

  • Perform business analysis and documentation of 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 key business stakeholder and technology, 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.
  • Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

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.

Benefits:

  • We are an equal opportunity and affirmative action employer.
  • Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Estimated Salary: $60,000 - $80,000 per year.



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