Doc Support Specialist 4

Posted:
9/4/2024, 1:09:08 PM

Location(s):
Delaware, United States ⋅ Mexico City, Mexico City, Mexico ⋅ Mexico City, Mexico

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

The Doc Support Specialist 4 performs moderately complex and varied assignments. Most of the impact is related to quality of execution. Works with limited supervision. May service an expansive array of products/services. Demonstrates technical/administrative expertise. Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards. The technical procedures for this level are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function. Exchanges moderately complex information with others. There may be occasional handling of awkward contacts. Basic knowledge of the organization and its policies required. Applies research, information gathering and analysis skills to factual information. Applies judgment based on practice and precedence. Selects the best course of action from a broad array of defined options, understanding the consequences of each.

Responsibilities:

  • Individuals in this job family are involved in providing day-to-day operational support to an aligned business
  • Activities include implementation support, administrative and operations coordination for the various products, programs and services offered by the business.
  • Serve as liaisons between operations staff, product managers, relationship managers, portfolio managers, custodians, and clients.
  • Supports activities dealing with record/documentation maintenance, storage & retrieval, account opening, imaging and administering/maintaining client accounts.
  • Follows established procedures to complete complex assignments under limited supervision.
  • Assists in resolving problems that require minimal investigation or research.
  • May have direct interaction with Senior managers, to disseminate or explain information. .
  • Trains new hires within work unit.
  • Duties include Workflow Management and interaction with other departments, as well as basic analysis and research.
  • 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 relevant experience
  • Demonstrates technical/administrative expertise.
  • Understands how duties relate with others in the team/unit and how the unit Integrates with others in accomplishing the work of the function


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.

  • Identificar, analizar y resolver problemas clave del área.
  • Atender aclaraciones de clientes que realizan retiros o depósitos en efectivo o en cheques en ATM´s
  • Verificar si procede o no la aclaración
  • Brindar respuesta a los clientes conforme al análisis.
  • Realizar reportes de los realizado durante la jornada
  • Administrativo, contable o a fin
  • Conocimientos comprobables de WORD Y EXCEL
  • Analítico
  • DESEABLE Conocimiento de sistemas ADMWIN / ON DEMAND
  • Conocimientos básicos de contabilidad
  • Atención al detalle
  • Trabajo con alto volumen de información.
  • Autodirigido (Iniciativa)
  • Buen administrador de su tiempo
  • Hábil en análisis de datos
  • Manejo de documentos
  • Autogestión
  • Análisis de datos
  • Conocimiento de EXCEL intermedio
  • Buena comunicación oral / escrita
  • Experiencia deseable: Bancaria / Operaciones / contabilidad
  • Disponibilidad de Horario
  • Cargos y abonos

------------------------------------------------------

Job Family Group:

Operations - Core

------------------------------------------------------

Job Family:

Document Support

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting