The Transaction Svs Associate is an entry level position responsible for providing analytic and administrative support to traders, in coordination with the Transaction Capture team.The overall objective of this role is to maintain position records and provide support with processes surrounding securities.
**Responsibilities**:
- Provide support to Treasury and Trade services, Securities, Cash, Trade, Lockbox, Derivatives, Fund Services, Foreign Exchange, etc
- Open and amend Letters of Credit (L/Cs), process payments and solve customer issues to ensure efficient daily operations
- Serve as the Maker role for transactions and provide support to all operational processes as needed
- Participate in system and client testing and understand the procedures and controls required
- Perform within departmental procedures, controls and compliance standards to minimize losses to the Firm
- Execute simple transactions and ensure transactions are processed in a timely and accurate manner
**Qualifications**:
- 0-2 years of experience in a related role
- Demonstrated project management skills
- Ability to work under pressure and manage to deadlines
- Ability to work in a fast-paced environment
- Consistently demonstrates clear and concise written and verbal communication
- Attention to detail and intermediate problem solving skills
**Education**:




- Bachelor’s degree/University degree or equivalent experience
**Funciones**
- Realizar llamadas a clientes contratos del área de patrimonial/ banca privada /
- mantenimiento cuando se realiza algún cambio de sus datos
- Hacer una confirmación para confirmar que está haciendo ese trámite.
- Clientes de banco/ banca patrimonial
- Llamada de servicio
- Facilidad de palabra
- Dar seguimiento a tramite
- Buscar al cliente
**Requisitos**
- Experiência en validación de documentos y manejo de datos sensitivos
- Habilidades en uso de Office, en particular Excel, Outlook, Power Point y Word
- Experiência laboral en áreas operativas
- Experiência en llamada por teléfono con clientes
- Deseable inglés hablado (no indispensable)
Zona de Trabajo Alvaro Obregon**Job Family Group**:
Operations - Transaction Services
- **Job Family**:
Transaction Capture Services
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting

📌 Banamex/ Analista de Documentos/ Ejecutivo (Ciudad de México)
🏢 Citi
📍 Ciudad de México