Ops Support Specialist

Posted 2 Days Ago
Be an Early Applicant
3 Locations
In-Office
44K-57K Annually
Mid level
Fintech • Financial Services
The Role
Provides day-to-day operations support, including records maintenance, account opening and maintenance, imaging, document retrieval, dispute resolution, customer service, and issue escalation. Coordinates with operations teams, relationship managers, project managers, custodians, and clients. Monitors productivity and quality metrics, supports staff training, assists with Lean process improvements, resolves complex issues, and ensures compliance with applicable policies and regulations.
Summary Generated by Built In

Resume Must be attached for consideration

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:

  • 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
  • Consistently demonstrates clear and concise written and verbal communication skills

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.

Resume Must be attached for consideration

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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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Primary Location:San Antonio Texas United States

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Primary Location Full Time Salary Range:$43,960.00 - $57,340.00


In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills Please see the requirements listed above.

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

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Anticipated Posting Close Date:Sep 17, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.


Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.


Illinois residents – AI Notice and Right

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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.

Skills Required

  • 2-4 years of relevant experience
  • High school diploma or equivalent
  • Proficiency in Microsoft Office
  • Comprehensive knowledge of the dispute process
  • Ability to work unsupervised and apply problem-solving capabilities
  • Ability to work occasional weekends to support Pega releases and Continuity of Business testing
  • Working knowledge of Pega and/or G36 functionality
  • Experience with Continuity of Business testing and creating and resolving Trust Receipts
  • Demonstrated analytical skills
  • Clear and concise written and verbal communication skills

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

Citi Insights

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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