Financial Services Specialist

hace 4 semanas


Xico, México Citi A tiempo completo

The Citigold Relationship Banker is a key role in Citi's Private Client Coverage team. The successful candidate will be responsible for managing relationships with high net worth individuals, providing personalized financial solutions, and identifying opportunities to grow the business.

**Key Responsibilities:**

Client Account Management: Review customer needs, provide financial planning, and offer tailored products to enhance product penetration.

Compliance, Risk & Controls: Ensure adherence to KYC/AML and other compliance norms, and provide an exceptional client experience.

**Requirements:**

0-2 years relevant experience in financial services

Ability to manage relationships, prioritize tasks, and meet business objectives

Mandatory certifications for selling financial products

**Education:**

Bachelor's/University degree or equivalent experience

Certification in financial services is an asset

Citi is 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.

View the "EEO is the Law" poster. View the EEO Policy Statement.



  • Xico, México Citi A tiempo completo

    About the RoleCiti is a leading global bank with operations in over 160 countries. As a Financial Services Transaction Specialist, you will play a critical role in supporting our Treasury and Trade services teams.


  • Xico, México Jobs For Humanity A tiempo completo

    Company OverviewFIS Global is a leading provider of financial services technology solutions.Job RoleWe are seeking an experienced Financial Services Implementation Specialist to join our team. As a specialist, you will be responsible for implementing our financial services technology solutions for clients worldwide.Key ResponsibilitiesProvide consulting...


  • Xico, México Wtw A tiempo completo

    **Key Responsibilities**As a Financial Services Specialist at Wtw, you will be responsible for collecting and analyzing financial information from clients, downloading financial statements, and reviewing the AUM of our clients' pension plans. You will also be required to calculate returns on all accounts and the total plan using financial statements....


  • Xico, México Sap Se A tiempo completo

    Job OverviewSap Se seeks a Financial Services Implementation Specialist to implement SAP Concur services, including Expense and Invoice modules. This role involves managing multiple concurrent implementations, gathering client business requirements, designing/configuring SAP Concur services, and delivering outstanding client service.Responsibilities- Manage...


  • Xico, México Bank Of America A tiempo completo

    About the RoleAs a Financial Services Operations Specialist, you will play a critical role in ensuring the timely and accurate processing of credit operations servicing activities. You will serve as a point of contact for assigned clients, reviewing and tracing outstanding payments, amount discrepancies, returned/unpaid items, and renewal/maturity...


  • Xico, México Citi A tiempo completo

    The Financial Services Reconciliation Specialist role is a developing professional position at Citi. The ideal candidate will possess expertise in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. Additionally, they should be skilled in interpreting data and making recommendations, as well as...


  • Xico, México Citi A tiempo completo

    Citi is seeking a skilled Financial Services Reconciliation Specialist to join our team. As a key member of our Operations - Transaction Services group, you will play a critical role in ensuring the accuracy and integrity of our financial data.**Key Responsibilities:**Daily reconciliation of general ledger balances to the sub-ledgerPreparation of...


  • Xico, México Western Union A tiempo completo

    **Unlock Your Potential in Global Financial Services**Are you ready to take your career to the next level in a dynamic and fast-paced environment? As a Specialist, Agent Support at Western Union, you will play a key role in providing exceptional service to our North America Bill Payment partners.**Key Responsibilities**Support end-to-end biller operations...


  • Xico, México Wtw A tiempo completo

    OverviewWtw seeks a skilled Senior Financial Services Specialist to drive financial growth and strategic partnerships in the country. This role is pivotal in enhancing our FINEX P&L, developing business opportunities, and fostering client relationships.Key Responsibilities:Collaborate with local leadership to optimize FINEX P&L and align it with the...


  • Xico, México Citi A tiempo completo

    OverviewCiti is a leading global bank that provides financial services to individuals, businesses, and institutions. As a Financial Operations Specialist, you will be part of our team responsible for providing day-to-day operations support in alignment with Citi's operations support infrastructure and processes.


  • Xico, México Michael Page International México Reclutamiento Especializado S.A. De C.V A tiempo completo

    Financial Management Specialist**About Our Client**Michael Page International México Reclutamiento Especializado S.A. De C.V is seeking a skilled Financial Management Specialist to join our team. The ideal candidate will have a strong background in accounting and financial management, with at least 5 years of experience in similar positions. The ability to...


  • Xico, México Citi A tiempo completo

    The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. The ideal candidate will have a solid grasp of specialty area knowledge and be able to apply it in monitoring, assessing, analyzing, and evaluating processes and data.**Key Responsibilities:**• Review...


  • Xico, México Citi A tiempo completo

    **Job Summary**:Citi is seeking a skilled Financial Services Specialist to join our team in a key role that involves processing regular, restricted, and legal transfers, as well as evaluating and recommending solutions to problems through data analysis and technical experience.**Responsibilities**:- Process all types of transfers, including payments,...


  • Xico, México Camino Financial A tiempo completo

    About Camino FinancialWe are a leading online finance company offering business loans and solutions to support the growth of small businesses, particularly those owned by Latinos. Our mission is to bridge the financial gap for these entrepreneurs, providing them with access to credit and education.Our vision is to revolutionize the financial services sector...


  • Xico, México Platacard A tiempo completo

    At Platacard, we are revolutionizing the way people interact with money through a cutting-edge financial platform that offers inclusive access to premium financial products and best-in-class customer support. Our mission is to make finance easier, more personalized, and trustworthy for every Mexican.We are looking for an experienced Financial Services...


  • Xico, México Citi A tiempo completo

    Citi seeks a highly skilled Financial Management Specialist to join their team. This role will oversee complex financial processes, ensuring accuracy and compliance with regulatory requirements. The ideal candidate will have a comprehensive understanding of financial systems and be able to lead a team of professionals in delivering high-quality services.Key...


  • Xico, México Citigroup Inc. A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a developing professional role within Citigroup Inc. that requires a strong understanding of financial services and client relationship management. The ideal candidate will have a solid foundation in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate...


  • Xico, México Citigroup Inc. A tiempo completo

    Job Summary:The Financial Services Analyst is an intermediate-level position responsible for ensuring the accurate registration of financial products operated by Bank and Brokerage House. This role involves analyzing accounting versus operating system data to ensure correct recording in financial statements for the Bank and Brokerage House.Key...


  • Xico, México Hitachi Vantara Corporation A tiempo completo

    About Hitachi VantaraWe're a global infrastructure business at the forefront of meaningful progress. Our talented team empowers businesses to automate, optimize, and advance innovation.The RoleAs a Strategic Financial Operations Specialist, you'll play a crucial role in supporting our managed services and professional services business globally. You will be...


  • Xico, México Upl Ltd A tiempo completo

    **Financial Reporting Specialist**:At Upl Ltd, we are seeking a skilled Financial Reporting Specialist to join our team. This role is responsible for preparing and reviewing financial reports, ensuring accuracy and compliance with company policies.Key responsibilities include:Preparing financial statements and reportsAnalyzing financial data and identifying...