Commercial Operations Product Support Specialist

Description

The Commercial Operations Product Support Specialist for Special Liquidity Products is responsible for facilitating, monitoring, and validating the onboarding and servicing processes for Special Liquidity products. This role requires maintaining expertise in operational capabilities, systems, and products, ensuring high-quality execution of tasks, and providing exceptional support to Special Liquidity sales and service teams.

Key Responsibilities:

• Route & Oversee/QA Special Liquidity Related Ops Tickets: Manage and quality assure operations tickets related to Special Liquidity products.
• Daily Account Monitoring & Reporting: Perform periodic and systematic monitoring and reporting of accounts, including daily account validation reports.
• Research Treasury Service & Entitlements Issues: Investigate and resolve issues related to treasury services and entitlements.
• Disbursements, Exceptions Wires, and Deletions: Facilitate duly authorized disbursements, manage exceptions, and handle wire deletions.

Detailed Functions:

• Onboarding and Servicing: Facilitate, monitor, and validate onboarding and servicing processes for Special Liquidity products.
• Expertise Maintenance: Maintain expertise in operational capabilities, systems, and products.
• Ticket and Case Management: Create tickets and cases for Core Ops teams and validate their executions.
• Post-Execution Documentation: Facilitate post-execution document collection, storage, imaging, and setup validation.
• Communication: Send welcome letters with wiring instructions and enable portal enrollment/setup.
• Exception Handling: Address exception requests and servicing issues.
• Mailbox Management: Manage mailboxes for Special Liquidity sales and service teams.
• Request Channeling: Channel requests for amendments, disbursements, triggering, termination, and ops exception requests.
• Disbursement Validation: Facilitate duly authorized disbursements, including validations and documentation.
• Monitoring and Reporting: Perform periodic and systematic monitoring and reporting, including daily account validation reports.
• Error Correction: Regularly review Salesforce reports and correct any errors.
• Operational Guidance: Manage the Special Liquidity library for operational guidance, processes, and procedures.
• Control Testing: Assist with periodic control testing and refresh exercises.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • Bachelor's degree in Business Administration, Finance, or a related field.
  • Proven experience in operations management, preferably within the financial services industry.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in relevant software and systems (e.g., Salesforce, Microsoft Office Suite).
• Preferred Qualifications
  • Advanced degree or certification in a related field.
  • Experience with Special Liquidity products and services.
  • Knowledge of treasury services and entitlements.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: 8:30-5pm

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.