Asset Services Team Coordinator Bilingual Portuguese or Spanish and English jobs in United States
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Citi · 3 weeks ago

Asset Services Team Coordinator Bilingual Portuguese or Spanish and English

Citi is a leading global bank, and they are seeking an Asset Services Assistant Vice President specializing in LATAM markets. The role involves ensuring accurate processing of asset servicing events and requires strong leadership and communication skills, particularly in Spanish and English, to manage complex inquiries and drive process improvements.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Accurate reconciliation and efficient processing of Corporate Action positions, specifically for LATAM markets and instruments
Timely and effective execution of client instructions, proactively addressing potential challenges specific to LATAM markets and maintaining adherence to established guidelines and regional regulations
Reconciliation, processing, and payment facilitation of voluntary corporate action events, ensuring compliance with relevant LATAM Market requirements and internal controls
Serve as a key point of escalation and subject matter expert for complex inquiries related to asset servicing events in the LATAM region, providing clear, concise, and effective communication in both Spanish and English
Analyze operational issues specific to LATAM markets to identify root causes, collaborating with team members to develop and implement effective solutions tailored to the region
Champion a strong culture of compliance, driving team adherence to established procedures and controls, proactively monitoring and adapting to changes in LATAM market regulations, and ensuring all team members are adequately trained
Assess risks associated with team activities, demonstrating a strong commitment to protecting Citigroup's reputation, clients, and assets through compliance with laws, regulations (including those specific to LATAM), and ethical conduct. Effectively escalate, manage, and report control issues with transparency to senior management
Collaborate with key stakeholders, including clients and internal business partners, to improve processes and enhance service delivery within the LATAM market
Contribute to the implementation of strategic initiatives aimed at improving process efficiency, reducing operational risk, and enhancing client satisfaction in the LATAM region

Qualification

LATAM market knowledgeAsset servicing experienceLeadership skillsAnalytical skillsMS Office proficiencyFluency in Spanish/PortugueseCommunication skillsInterpersonal skillsPresentation skillsProblem-solving skillsDecision-making skills

Required

5-7 years of relevant experience in financial services operations, with specific experience in asset servicing and corporate actions within LATAM markets
Demonstrated leadership skills, including experience in managing and developing teams
Solid understanding of cash flows, accounting treatments, operational controls, and market practices specific to LATAM
In-depth knowledge of various investment instruments traded in LATAM markets
Strong analytical, problem-solving, and decision-making skills
Excellent communication, interpersonal, and presentation skills
Proficiency in MS Office Suite and other relevant industry software

Preferred

Fluency in Spanish or Portuguese and English preferred (written and verbal)
Bachelor's/University degree in Finance, Accounting, or a related field is preferred

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)

Funding

Current Stage
Late Stage

Leadership Team

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James Monahan
Managing Director / Global Head of Asset Servicing
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Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
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Company data provided by crunchbase