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Ops Sup Analyst 2

hace 4 meses

Mexico City Citi A tiempo completo

The Ops Sup Analyst 2 is an intermediate 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 Sup Analyst 2 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:

Update help content used by Knowledge Hub end users to service client inquires, as needed Execute work assigned, including annual review certification and change requests Serve as liaison to business for work assignments by asking fact finding questions, following up on open items and helping with content approval Conduct needs assessment and update content or develop content related solutions according to business requirements Research and seek out solutions to inquiries on help content and all other open items related to business including policy gaps and changes Monitor work progression ensuring completion of assignments by requested due date Ensure consistent application of team process controls Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. 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:

0-2 years relevant experience Proficient in Microsoft Office Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements Self-motivated and detail oriented Proven organization and time management skills Demonstrated problem-solving and decision-making skills Consistently demonstrates clear and concise written and verbal communication skills


Education:

Bachelor’s degree/University degree or equivalent experience


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

Responsabilidades Principales

Contribuir a mantener un ambiente de control robusto en Banca Patrimonial y Privada con respecto a la estrategia de asesoría de diferentes productos de inversión entre ellos el producto PPB (Plan Patrimonial Banamex) para clientes del segmento. Ejecutar acciones que busquen asegurar el cumplimiento diario de las regulaciones institucionales de Citi: (RDIP), Seguros Banamex y Locales Mexicanas en materia de Servicios de Inversión. Este objetivo principal debe satisfacer los requerimientos del Equipo de Ventas (Banqueros: Front Line de Negocio) que busca ofrecer la mejor experiencia a sus clientes en relación con la comercialización de productos de inversión incluyendo el PPB.

Este rol requiere una actitud proactiva para la ejecución de procesos, teniendo en consideración los riesgos asociados a los procesos de negocio y dar seguimiento a controles que los mitiguen, en un ámbito de eficiencia operativa y en cumplimiento con las normas y procedimientos institucionales.

(Deseable) conocimiento de las Disposiciones de Carácter General aplicables a las Entidades Financieras y demás personas que proporcionen Servicios de Inversión Comprensión de estrategias institucionales de Control y Supervisión: MCA, Conduct Risk, Issue Management, ORM, Product Compliance, Compliance Testing, entre otros Facilidad para adaptarse a un modelo de trabajo colaborativo con los diferentes roles del Front Office, Franquicia y otras funciones centrales del Negocio Patrimonial y Privada. Habilidad y gusto por programar/análisis de datos

Requisitos

Graduado de finanzas, economía, ingeniería industrial, actuaría Conocimiento medio-alto de Office (Excel, Word, PPT) (Deseable) experiencia en productos de Inversión, Servicios de Inversión (Deseable) familiarizado con políticas corporativas de Citi (Deseable) conocimiento básico en el lenguaje de programación Python / Librería Pandas

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Job Family Group:

Operations - Core

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Job Family:

Operations Support

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Time Type:

Full time

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