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Job Description
Structured overview of role & requirementsAbout This Role
Provide day-to-day operations support aligned with Citi operations infrastructure including record maintenance, account opening, and client communication documentation.
Serve as liaison among operations staff, relationship managers, project managers, legal/compliance teams, custodians, and clients ensuring project updates and regulatory approvals.
Manage and execute project plans, create training sessions, write UAT scripts, and handle multiple regulatory client deliverables concurrently.
Minimum Requirements
Bachelor’s degree or equivalent experience required.
Previous relevant experience preferred but not strictly mandatory.
Proficiency in Microsoft Office and working knowledge of SQL environments and database queries required.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in client reporting and regulatory deliverables within financial services or operations support functions.
Capable of managing multiple projects simultaneously with strong organizational and communication skills.
Comfortable liaising across business, technology, legal, and compliance teams with focus on prioritizing business needs and risk assessment.
