Operations Support Specialist

hace 21 horas

Xico, México 09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex A tiempo completo
Job Summary

The Operations Support Specialist is an entry-level position responsible for providing day-to-day operations support services, including but not limited to:

  • Record and documentation maintenance
  • Storage and retrieval of records
  • Account maintenance
  • Imaging
  • Opening of accounts in coordination with the Operations - Core Team

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 operations support in alignment with Citi operations support infrastructure and processes.

Key Responsibilities
  • Perform business analysis and documentation of the current and future state of client reports and advisories
  • Provide regular status updates for all project participants and create presentations for steering committee updates
  • Work with various Legal and Compliance teams to obtain sign-off on all regulatory business requirements
  • Serve as primary liaison between key business stakeholders and technology, including 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, advisories, letters, and notices

The Operations Support Specialist must be able to fulfill the clients' necessities while providing an exceptional client experience, measured by specific metrics. Additionally, the role requires the ability to 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
  • 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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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