Fiduciary Onboarding Operations Expert

hace 2 meses


Xico, México Citi A tiempo completo

Citi is seeking a skilled Fiduciary Onboarding Operations Expert to join our team. In this role, you will provide operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team.

The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Responsibilities:

  • Perform business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms)
  • Support account opening administrative process, account maintenance and closure for all Fiduciary contracts
  • Provide regular status updates for all project participants and create presentations for steering committee updates
  • Serve as primary liaison between the key business stakeholder 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/advices/letters/notices

**Required Skills and Qualifications:**

  • Previous relevant experience preferred
  • Proficient in Microsoft Office (EXCEL & WORD)
  • General knowledge of client reporting
  • Proven organization and time management skills
  • Demonstrated problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Intermediate English level required

**Benefits:**

Citi offers a competitive salary and benefits package, including health insurance, retirement savings plan, and paid time off.

**Estimated Salary Range:** $60,000 - $80,000 per year, depending on experience.



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