Ops Support Specialist - C05 (Hybrid)
The Ops Support Specialist 5 is an entry-level position responsible for providing operations support services for Retirement Plan 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 Retirement Plan clients.
- Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Retirement Plans.
- Communicate daily with management on productivity, quality, availability, performance metrics 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 research & investigations of Retirement Plans, 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 (Retirement Plans preferred)
- Proficient in Microsoft Office & Excel
- Comprehensive knowledge of Dispute process
- Ability to work unsupervised and apply problem solve capabilities
- Ability to work occasional weekends to support project releases and COB testing
- Working knowledge of RSM and/or G360 functionality, Continuity of Business (CoB) testing, and creating and resolving Incident Reports (INCs)
- Demonstrated analytical skills and mathematical knowledge
- 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.
Schedule Monday to Friday 8:00 am to 4:30 pm CST
Hybrid
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Job Family Group:
Operations - Core------------------------------------------------------
Job Family:
Operations Support------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
San Antonio Texas United States------------------------------------------------------
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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Anticipated Posting Close Date:
May 09, 2025------------------------------------------------------
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.
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