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hace 2 meses
**Job Summary**
The Operations Support Specialist is an entry-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:**
- Follow established procedures to complete complex assignments and resolve problems that require in-depth investigation or research
- Provide team assistance, including serving as subject matter expert, leading special projects, training new hires within work unit, providing daily guidance to lower level employees, and allocation of work, as needed
- Conduct basic analysis and research as well as workflow management
- Support an expansive array of products and services
- Communicate pertinent information to senior managers and support activities that help mitigate organizational loss or impact, as needed
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
- 1-3 years of relevant experience
- Experience working in a business office or operational environment
- Proficient computer and math skills with a focus on complex databases and spreadsheets
- Demonstrates technical and administrative expertise
- Consistently demonstrates attention to detail
- Demonstrated knowledge of activities, policies, and procedures of a basic work area
**Education:**
- High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
**Key Functions:**
- Cancel accounts of clients according to the products that are active
- Review that the procedures are performed according to what is established in the policies
- Update client data
- Identification of deviations in the process
- Review of databases in Excel with client information
**Requirements:**
- Basic knowledge of Excel
- Dynamic tables
- Database management
This role is part of the Operations - Core Team and requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. The ideal candidate will have a strong understanding of operations support processes and procedures, as well as experience working in a business office or operational environment.
