The Ops Support Specialist 5 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 5 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:
- Perform daily reconciliation of multiple portfolios based on the knowledge of accounting treatment of entries
- Research & Investigation on open reconciliation items and identify any risk by gathering, analyzing, summarizing, and interpreting data
- Performing daily matching for all reconciliations in Recon Frontier by certain criteria and analyzing, coordinate with multiple teams on open exception items
- Prevent financial loss by identifying and investigating potential fraud cheques and inform the RBC Investigation Team about the fraudulent checks for the reversal within 1 business day
- Handle third party agencies wire and payment recons
- Prepare and post the Journal entries based on the open items/exceptions
- Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi’s clients Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales
- Communicate daily with management on productivity, quality, availability, Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries
- Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed
- Support expansive and diverse array of products and services
- Assist with ongoing Lean and process improvement projects
- Resolve complex problems based on best practice/precedence, escalating 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:
- 2-4 years of relevant experience
- Proficient in Microsoft Office
- Comprehensive knowledge of Dispute process
- Ability to work unsupervised and apply problem solve capabilities
- Ability to work occasional weekends to support Pega releases and COB testing
- Working knowledge of Pega and/or G36 functionality, Continuity of Business (COB) testing, and creating and resolving Trust Receipts (TR’s)
- Demonstrated analytical skills and mathematical knowledge
- 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. Shift Timing Candidate should be willing to work in 24*7 shifts including late night shift start timings Should be flexible for any shift timing (rotation shifts, permanent night shifts and late-night shifts)
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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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