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Client Tax Services Operations Support Specialist 3

Citi

Company : Citi

Location : Tampa, FL, 33602

Posted Date : 28 October 2025

Job Details

Client Tax Services Operations Support Specialist 3

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Ops Support Specialist 3 is an entry-level position responsible for providing operations support 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 3 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:

  • Document processes in an accurate and detailed manner and follow established procedures to complete complex assignments
  • Identify process gaps requiring escalation, offering potential solutions
  • Assist with inventory management and workflow needs as dictated through risk priority and service level
  • Support a range of products and services
  • Perform other duties and functions as assigned
  • Analyze problems and formulate solutions through research and investigation
  • Navigate, test and execute moderately complex databases, spreadsheets, and systems
  • Ensure accurate and timely account handling
  • Assist in activities that help reduce organizational impact and/or loss
  • 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:

  • 1 year of relevant experience
  • Proficient computer and typing skills
  • Microsoft Office skills including Microsoft Excel
  • Ability to adapt to new technology quickly and seamlessly
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Ability to work with others to complete assigned tasks

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.

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