Banamex - Analista de captura de contratos de inversión

The Ops Support Specialist 4 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 Ops Support Specialist 4 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.

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.

Educación:

• Pasante de Licenciatura en áreas Comerciales o Administrativas

Calificaciones:

• 1 año de experiencia comprobable en puesto relacionado a la captura de información.
• Habilidad para trabajar bajo presión y administrar plazos
• Capacidad para trabajar en un ambiente apresurado.
• Demuestra una comunicación escrita y verbal clara y concisa de manera constante.
• Atención a los detalles y habilidades para resolver problemas.

​Funciones:

• Apoyar en el proceso simples de aperturas, bajas y mantenimientos de contratos de Inversión.
• Proporcionar soporte a los servicios de aperturas, bajas y mantenimientos de Contratos
• Abrir y modificar contratos de intermediación Bursátil.
• Previo a la apertura o mantenimientos revisar que se cumpla con la matriz de documentación solicitada por tipo de clientes.
• Capturar datos demográficos, perfil de inversión y KYC de los Contratos.
• Armar expediente de Clientes
• Apoyo en administración de expedientes de clientes y contratos

JORNADA 100% PRESENCIAL

Job Family Group:

Operations - Core

Job Family:

Operations Support

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi's EEO Policy Statement and the Know Your Rights poster.

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