Citigroup - Tampa, FL

posted 5 months ago

Full-time - Entry Level
Tampa, FL
Credit Intermediation and Related Activities

About the position

The Bilingual Doc Support Specialist 4 at Citi is a full-time position based in Tampa, FL, requiring fluency in both Spanish and English. This role involves performing moderately complex and varied assignments with a significant focus on the quality of execution. The specialist will work with limited supervision and may service a wide array of products and services. The position demands a demonstration of technical and administrative expertise, applying specialized functional area skills and basic knowledge of underlying professional and technical principles or standards. The technical procedures for this level are well defined, and the specialist must understand how their duties relate to others in the team and how the unit integrates with others to accomplish the work of the function. The Doc Support Specialist will be responsible for exchanging moderately complex information with others, which may include occasional handling of awkward contacts. A basic knowledge of the organization and its policies is required. The role involves applying research, information gathering, and analysis skills to factual information, using judgment based on practice and precedence to select the best course of action from a broad array of defined options, while understanding the consequences of each. In this position, the specialist will provide day-to-day operational support to an aligned business, which includes implementation support, administrative and operations coordination for various products, programs, and services offered by the business. They will serve as liaisons between operations staff, product managers, relationship managers, portfolio managers, custodians, and clients. Responsibilities also include maintaining records and documentation, account opening, imaging, and administering client accounts. The specialist will follow established procedures to complete complex assignments under limited supervision and assist in resolving problems that require minimal investigation or research. Additionally, they may interact directly with senior managers to disseminate or explain information and will be responsible for training new hires within the work unit. The role also involves workflow management and interaction with other departments, as well as basic analysis and research. The specialist must appropriately assess risk when making business decisions, demonstrating 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, and applying sound ethical judgment regarding personal behavior, conduct, and business practices.

Responsibilities

  • Provide day-to-day operational support to an aligned business.
  • Implement support, administrative and operations coordination for various products, programs, and services.
  • Serve as a liaison between operations staff, product managers, relationship managers, portfolio managers, custodians, and clients.
  • Support activities related to record/documentation maintenance, storage & retrieval, account opening, imaging, and administering client accounts.
  • Follow established procedures to complete complex assignments under limited supervision.
  • Assist in resolving problems that require minimal investigation or research.
  • Interact directly with senior managers to disseminate or explain information.
  • Train new hires within the work unit.
  • Manage workflow and interact with other departments, as well as conduct basic analysis and research.
  • Assess risk when making business decisions, ensuring compliance with applicable laws and regulations.

Requirements

  • Fluency in English and Spanish.
  • Ability to work onsite in Tampa, FL.
  • 1-3 years of relevant experience.
  • Demonstrates technical and administrative expertise.
  • Understanding of how duties relate to others in the team and how the unit integrates with others.

Benefits

  • Disability insurance
  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • Vision insurance
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