Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
CI
Citigroup Inc.
Service Process Coordinator
Career Insights for Investment Operations Analyst
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on national data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
$82,663 / year median in the U.S.
+19% projected growth
Job Description
Citi is looking for a Service Process Coordinator to join our Operations team, delivering accurate and timely account servicing support across a broad range of retail banking products. In this role, you will act as a key connection point between operations staff, relationship managers, and clients — ensuring daily processes run smoothly and in line with regulatory requirements. This is an opportunity to build a meaningful career in financial services operations at one of the world's leading global banks. Responsibilities Coordinate account maintenance and servicing requests across retail banking products, including Certificates of Deposit, money market accounts, inactive accounts, and pricing rate adjustments. Resolve client inquiries efficiently and manage escalated issues through to resolution, delivering a consistent and high-quality service experience. Communicate daily with management on productivity, quality, and availability metrics, and prepare written and oral updates for business stakeholders to support accurate financial entry approvals. Ensure all account servicing activities comply with applicable financial regulations, including those governing privacy, consumer communications, and deposit account disclosures. Deliver support across a wide range of banking products and services, adapting to shifting priorities and varying client needs. Contribute to process improvement initiatives by identifying inefficiencies and supporting ongoing Lean projects within the operations team. Assess risk considerations when handling operational decisions, escalating control issues with transparency and applying sound judgement to protect clients and the firm. Required Qualifications & Skills 2 to 4 years of experience in an operations, banking, or financial services support environment. Proficiency in Microsoft Office applications, with the ability to produce clear documentation and reporting. Ability to work independently, manage competing priorities, and apply structured problem-solving to resolve complex issues. Clear and concise written and verbal communication skills, with demonstrated ability to correspond with management and business stakeholders. Analytical and numerical aptitude, with the ability to review financial data and identify discrepancies. High School diploma or equivalent qualification. Beneficial Skills & Qualifications Familiarity with banking operations platforms such as Aspen, Eclipse/RSM, G360, IEWA, NCIS, or Tabster. Experience working with complaints management systems or similar customer service tracking tools. Exposure to Lean methodologies or process improvement frameworks within an operations environment. What We Offer At Citi, you will be part of a global operations team where your contributions have real impact on client outcomes and business performance. We offer a collaborative, performance-driven environment with the tools, flexibility, and support to help you grow your career from day one. Fully remote working arrangement, giving you the flexibility to deliver high-quality work from wherever you are most effective. Access to structured learning and development programmes to support your progression within financial services operations. Exposure to a broad range of banking products and processes, building a versatile skillset across retail banking operations. Wellbeing support and resources designed to help you maintain a healthy work-life balance. A team environment that values clear communication, process excellence, and shared accountability for results. Financial wellbeing benefits and compensation aligned to your experience and contribution. Apply today to bring your operations expertise to a global banking environment where your work directly supports client outcomes at Citi.
Job Family Group:
Operations- Core
Job Family:
ProcessorTime Type:
Full timePrimary Location:
San Antonio Texas United StatesPrimary Location Full Time Salary Range:
$49,340.00- $64,360.
- Most Relevant Skills Please see the requirements listed above.
- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Sep 01, 2026- Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
- AI Notice and Right
- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Benefits
- Paid Time Off (PTO)
- Sick Leave
- 401(k) Plans
- Health and Wellness Programs