Assoc Ops Support Analyst

About the Role

The Assoc Ops Sup Analyst provides operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and account opening in coordination with the Operations - Core Team. The role serves as a liaison between operations staff, relationship managers, project managers, custodians, and clients. The objective is to provide day-to-day operations support aligned with Citi operations support infrastructure and processes.

Key Responsibilities

• Part of a dual control team performing Intake and Outbound Processes such as Client Requests, Escheatment, Destruction, and Auction.
• Run and analyze reports, including vault inventory reports, to identify boxes in NY with drill dates ten years or prior for potential auction of contents.
• Manage the Auction Process: Identify, Catalog, and Reconcile the sale of Customer Property while adhering to State mandated regulations.
• Research and interpret standard information to identify inconsistencies in data or results.
• Assist in training team members on drill processes and provide testing assistance for production validation.
• Prepare basic presentations for management and audit.
• Support trouble ticket resolution.
• 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, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.
• Work closely within the Safebox Vault Operations team to keep processes in compliance with state reporting deadlines.
• Participate in branch closing/relocation project calls, presenting progress, creating reports, conducting training, fielding questions, and working with Legal to provide responses.
• Escalate issues concerning the Safebox Accounting and Radio Frequency Identification (RFID) systems, and safe deposit administration immediately to management.
• Maintain professionalism and tact when interacting with internal and external customers.
• Act with urgency when providing client support.

Requirements & Tech Stack

• Microsoft Office proficiency.
• Basic Banking and Services knowledge.
• Safebox Accounting systems.
• Radio Frequency Identification (RFID) systems.

Qualifications

• 0-2 years of relevant experience preferred.
• Proven problem-solving and negotiation skills.
• Consistently demonstrates clear and concise written and verbal communication.
• Bachelor’s degree/University degree or equivalent experience.