Operations Support & Liaison Specialist

Citibank (Switzerland) AG; San Antonio (TX); Hybrid; Confidential; Full time

Job summary

Citi in San Antonio, TX, is seeking an Ops Support Specialist 5 to provide day-to-day operations support within Citi's Core Operations. The role acts as a liaison between operations staff, relationship managers, project managers, custodians and clients, aiming to ensure accurate financial entries and compliant processing.

Responsibilities include handling inquiries, supporting Lean initiatives, and contributing to process improvements while meeting regulatory requirements and company standards.

Qualifications

• 2-4 years of relevant experience.
• Proficient in Microsoft Office and related tools.
• Knowledge of dispute resolution processes.
• Ability to work unsupervised and solve problems.
• Willing to work weekends for Pega releases and COB testing.
• Familiar with Pega and/or G36 functionality.
• Experience with Continuity of Business testing.
• Ability to create and resolve Trust Receipts.
• Strong written and verbal communication skills.
• Education: High School diploma or equivalent.

Responsibilities

• 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, 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

Skills

Microsoft Office

Dispute process

Analytical skills

Written and verbal communication

Problem solving

Ability to work unsupervised

Weekend work availability

Risk awareness

CoB testing knowledge

Trust Receipts (TRs) knowledge

Pega knowledge

G36 functionality knowledge

Education

High School diploma or equivalent

Tools

Pega

G36

Job description

Citi in San Antonio, TX, is seeking an Ops Support Specialist 5 to provide day-to-day operations support within Citi's Core Operations. The role acts as a liaison between operations staff, relationship managers, project managers, custodians and clients, aiming to ensure accurate financial entries and compliant processing.

Responsibilities include handling inquiries, supporting Lean initiatives, and contributing to process improvements while meeting regulatory requirements and company standards.