About citi: citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. citi provides consumers, corporations, governments, and institutions with a broad range of fina...
Company description epsilon is a global leader in outcome-based marketing. as a company at the forefront of marketing innovation, epsilon provides a unique blend of data, technology, and services, driving measurable results and business growth for it...
Programa de formación alineado a los objetivos de las compañías, está dirigido a estudiantes que se encuentren interesados en el desarrollo de su educación técnica. citi ofrece a los estudiantes la oportunidad de aprender y tomar experiência en la organización y los estudiantes son formados como talentos claves para que puedan ser contratados de inmediato o a futuro. queremos tener noticias tuyas si: estudiantes que se encuentren interesados en el desarrollo de su educación técnica en servicios comerciales y financieros. la persona que pensamos que sería ideal: que se encuentren interesados en el desarrollo de su educación técnica en servicios comerciales y financieros. - **job family group**: business strategy, management & administration - **job family**: administrative support - **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...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region. clara is backed by top investors and strategics including accial capital, canary, citi ventures, coatue, dst global, general catalyst, goldman sachs, iconiq growth, kaszek, monashees, and notable capital, as well as prominent angel investors. we are looking for a customer success manager who will: - develop a sustainable relationship with companies - position clara as the most important spend management company - manage and prospect new companies - develop sell-in, sell-out, and portfolio analysis - develop and execute sales and marketing plans with partners to drive the business - conduct sales forecasting - maintain commercial contact with existing and new clients our requirements for this position are: - 5+ years of proven experience working as kam/csm in a b2b model - previous experience onboarding b2b clients - structured thinking and high focus on results - english professional proficiency - innovator soul and receptive to changes - experience in the financial, banking, or insurance sector will be a plus - experience being a: fanter (farmer & hunter) - experience in managing erp connections, financial budgeting, and models to be able to have conversations at cfo level - ability to develop strong relationships at c-level of enterprise companies to become a financial consultant - the ideal ca...
El rol deberá impulsar y coordinar todas las actividades de operaciones para la implementación de soluciones regionales para los productos cross border en latam. dirigirá los programas de transformación de iso20022 y gpi que impacten tts liderando las actividades de relevamiento de requerimientos de procesos actuales para poder hacer automatizaciones, reingeniería de procesos y centralización de actividades en los centros de excelencia(csc), revisión y autorización de diseños tecnológicos, supervisión de estrategia/ejecución de y resultado de pruebas, creación y ejecución de training, dress rehearsal y pvt. la posición liderará y ejecutará proyectos de automatización utilizando nuevas tecnologías (rpa-automation anywhere, xceptor, docusign, nlp, entre otras) alineándose con las soluciones globales para garantizar la reducción de tareas manuales al tiempo que promueve la innovación y otras oportunidades orientadas al cliente. **responsabilidades** - trabajar con los equipos de tts (operaciones y negocio) siendo el nexo con el pm y los br’s de tecnología para describir los procesos operativos actuales y definir el estado futuro asegurando la alineación con las soluciones regionales / globales - liderar y ejecutar iniciativas de automatización de tts en latam utilizando nuevas tecnologías para racionalizar / optimizar procesos generando productividad con la reducción de tareas manuales - mantenerse en contacto con equipos locales / regionales y globales durante la ejecución de automatizaciones o implementación de nuevos sistemas realizando análisis de costo / beneficio, cr...
**principal propÓsito**: el **latam **markets **senior officer **será responsable de supervisar y controlar el debido funcionamiento de la operación que se realiza para los países de latam en todos los productos, asegurando que el equipo de makers/checkers ejecuten las transacciones recibidas dentro de los turn around acordados en los **adrs** suscritos entre las partes (colrepfin y los países) y garantizando aplicar los controles requeridos y establecidos. **principales responsabilidades- generales** controlar el debido procesamiento de transacciones de markets para los países de latam, asegurando el cumplimiento de los acuerdos suscritos en los documentos adr (additional documentation requirementst), todo lo anterior a través de procesos que garanticen que la información cumpla los procedimientos establecidos de acuerdo a las políticas, regulación, procedimientos globales, regionales y locales requeridos para el correcto procesamiento de las transacciones. generar reportes periódicos durante el día sobre los diferentes sistemas de ingreso de transacciones y validando los queue de los sistemas de procesamiento a fin de garantizar que ninguna operación duerma sobre la cola del maker o del checker por más de una hora o por más del tiempo requerido para cumplir el turn around acordado con los países de acuerdo al producto. hacer seguimiento a las operaciones recomendadas por los países a fin de garantizar que las mismas salgan en menor tiempo al acordado en los **adrs**. escalar oportunamente a los países y a los níveles requeridos los inconvenientes que se puedan present...
The customer service intermediate analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the customer service team. the overall objective of this role is to address external customer issues and provide ongoing customer service support. **responsibilities**: - manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards - provide coaching and support to team and serve a point of contact for esclations - develop and maintain client portfolio through regular calls and face to face interaction, as needed - inform clients about problems (system failures, market issues) and provide regular resolution updates - advise on and advocate the implementation of process improvement and reengineering to improve client experience - maintain knowledge of new market and regulatory requirements affecting client portfolio/base - escalate customer feedback, processing delays and errors appropriately - conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary - complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment - participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives **qualifications**: - 2-5 years of customer experience - relevant experience (business/financial environment) preferred - demonstrated project management and organizati...
**1. **atención y recepción de llamadas realizadas por los clientes. **2. **gestión y respuesta a solicitudes de información sobre el cumplimiento diario de operaciones de clientes. **3. **gestión y respuesta a solicitudes de información especial de clientes. **4. **gestión y respuesta a reclamos realizados por los clientes en los tiempos establecidos. **5. **programar llamadas periódicas de seguimiento para identificar oportunidades de mejora, de igual manera detectar la causa raíz (caps) por las cuales se generaron. **6. **participar en los comités individuales por cliente de seguimiento y gestión. **7**realizar el checker de las respuestas a clientes cuando se elaboren por otras personas del área. **8. **soporte sobre las instrucciones, el flujo operativo, la plataforma cds, los reportes diarios, conciliaciones contra depósitos, derechos patrimoniales, y demás consultas relacionadas con el servicio de custodia para fics. **9. **supervisión general de la operatividad del cliente, incluyendo los cumplimientos diarios, pagos de derechos patrimoniales, eventos corporativos, administración de dinero, y otros procesos operativos relacionados con la custodia de valores para los clientes bajo su administración. **10. **comunicación proactiva hacia los clientes para informar cualquier eventualidad sobre su operación. **11. **back-up de los demás oficiales de operaciones de servicio al cliente **12. **desarrollar de cara al cliente, métricas en las que se evidencien los kpis y volúmenes transaccionales (informes de gestión), al igual que encuestas de satisfacción del se...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region. clara is backed by top investors and strategics including accial capital, canary, citi ventures, coatue, dst global, general catalyst, goldman sachs, iconiq growth, kaszek, monashees, and notable capital, as well as prominent angel investors. we are looking for a customer success manager who will: develop a sustainable relationship with companies position clara as the most important spend management company manage and prospect new companies develop sell-in, sell-out, and portfolio analysis develop and execute sales and marketing plans with partners to drive the business conduct sales forecasting maintain commercial contact with existing and new clients our requirements for this position are: 5+ years of proven experience working as kam/csm in a b2b model previous experience onboarding b2b clients structured thinking and high focus on results english professional proficiency innovator soul and receptive to changes experience in the financial, banking, or insurance sector will be a plus experience being a: fanter (farmer & hunter) experience in managing erp connections, financial budgeting, and models to be able to have conversations at cfo level ability to develop strong relationships at c-level of enterprise companies to become a financial consultant the ideal candidate must be located in medellín, co...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region. clara is backed by top investors and strategics including accial capital, canary, citi ventures, coatue, dst global, general catalyst, goldman sachs, iconiq growth, kaszek, monashees, and notable capital, as well as prominent angel investors. we are looking for a customer success manager who will: develop a sustainable relationship with companies position clara as the most important spend management company manage and prospect new companies develop sell-in, sell-out, and portfolio analysis execute sales and marketing plans with partners to drive the business conduct sales forecasting maintain commercial contact with existing and new clients our requirements for this position are: 5+ years of proven experience working as kam/csm in a b2b model previous experience onboarding b2b clients structured thinking and high focus on results english professional proficiency innovator soul and receptive to changes experience in the financial, banking, or insurance sector will be a plus experience being a: fanter (farmer & hunter) experience in managing erp connections, financial budgeting, and models to have conversations at cfo level ability to develop strong relationships at c-level of enterprise companies to become a financial consultant the way we do things is as important as what we do . that is why we oper...
**propósito principal** 1.asegurar la correcta contabilización de las operaciones de acuerdo a las políticas locales e institucionales y de las normas de los entes regulatorios, para tal fin asegurándose del correo mapeo contable de las operaciones en los diferentes aplicativos. 2.verificar y aprobar diariamente los cuadres contables para citibank y vehículos legales efectuados por el área de accounting review, si aplica efectuar las correcciones necesarias de acuerdo con las políticas locales e institucionales. 3.realizar diariamente las aprobaciones de tasas mark to market, indicadores, moneda y cargue de precios para la valoración de portafolios de citibank y vehículos legales en los diferentes aplicativos. 4. revisar y aprobar diariamente los controles efectuados por los analistas aplicado a las operaciones. 5.realizar el cuadre de las operaciones ingresadas en los sistemas electrónicos de negociación vs condiciones que estas operaciones deben tener, cualquier diferencia deberá ser reportada a los trades para su oportuna corrección. 6. aprobar los cruces por portafolios entre los aplicativos y los depositivos de cititrust,citivalores y citibank de posición propia y de terceros. 7.revisar y aprobar al final de día los checklist establecidos que aseguren el correcto cumplimiento de las operaciones. 8.revisar y aprobar el proceso de cierre de mes y aprobar la contabilidad en el módulo de ajustes (aceom) no mantener excepciones contables mayores a lo establecido en las políticas. formaciÓn academica - profesional: carreras afines con el negoico: administración,...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region. clara is backed by top investors and strategics including accial capital, canary, citi ventures, coatue, dst global, general catalyst, goldman sachs, iconiq growth, kaszek, monashees, and notable capital, as well as prominent angel investors. we are looking for a customer success manager who will: - develop a sustainable relationship with companies - position clara as the most important spend management company - manage and prospect new companies - develop sell-in, sell-out, and portfolio analysis - develop and execute sales and marketing plans with partners to drive the business - conduct sales forecasting - maintain commercial contact with existing and new clients our requirements for this position are: - 5+ years of proven experience working as kam/csm in a b2b model - previous experience onboarding b2b clients - structured thinking and high focus on results - english professional proficiency - innovator soul and receptive to changes - experience in the financial, banking, or insurance sector will be a plus - experience being a: fanter (farmer & hunter) - experience in managing erp connections, financial budgeting, and models to be able to have conversations at cfo level - ability to develop strong relationships at c-level of enterprise companies to become a financial cons...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region. clara is backed by top investors and strategics including accial capital, canary, citi ventures, coatue, dst global, general catalyst, goldman sachs, iconiq growth, kaszek, monashees, and notable capital, as well as prominent angel investors. we are looking for a customer success manager who will: - develop a sustainable relationship with companies - position clara as the most important spend management company - manage and prospect new companies - develop sell-in, sell-out, and portfolio analysis - develop and execute sales and marketing plans with partners to drive the business - conduct sales forecasting - maintain commercial contact with existing and new clients our requirements for this position are: - 5+ years of proven experience working as kam/csm in a b2b model - previous experience onboarding b2b clients - structured thinking and high focus on results - english professional proficiency - innovator soul and receptive to changes - experience in the financial, banking, or insurance sector will be a plus - experience being a: fanter (farmer & hunter) - experience in managing erp connections, financial budgeting, and models to be able to have conversations at cfo level - ability to develop strong relationships at c-level of enterprise companies to become a financial cons...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region. clara is backed by top investors and strategics including accial capital, canary, citi ventures, coatue, dst global, general catalyst, goldman sachs, iconiq growth, kaszek, monashees, and notable capital, as well as prominent angel investors. we are looking for a customer success manager who will: - develop a sustainable relationship with companies - position clara as the most important spend management company - manage and prospect new companies - develop sell-in, sell-out, and portfolio analysis - develop and execute sales and marketing plans with partners to drive the business - conduct sales forecasting - maintain commercial contact with existing and new clients our requirements for this position are: - 5+ years of proven experience working as kam/csm in a b2b model - previous experience onboarding b2b clients - structured thinking and high focus on results - english professional proficiency - innovator soul and receptive to changes - experience in the financial, banking, or insurance sector will be a plus - experience being a: fanter (farmer & hunter) - experience in managing erp connections, financial budgeting, and models to be able to have conversations at cfo level - ability to develop strong relationships at c-level of enterprise companies to become a financial cons...
**propósito principal** 1.asegurar la correcta contabilización de las operaciones de acuerdo a las políticas locales e institucionales y de las normas de los entes regulatorios, para tal fin asegurándose del correo mapeo contable de las operaciones en los diferentes aplicativos. 2.verificar y aprobar diariamente los cuadres contables para citibank y vehículos legales efectuados por el área de accounting review, si aplica efectuar las correcciones necesarias de acuerdo con las políticas locales e institucionales. 3.realizar diariamente las aprobaciones de tasas mark to market, indicadores, moneda y cargue de precios para la valoración de portafolios de citibank y vehículos legales en los diferentes aplicativos. 4. revisar y aprobar diariamente los controles efectuados por los analistas aplicado a las operaciones. 5.realizar el cuadre de las operaciones ingresadas en los sistemas electrónicos de negociación vs condiciones que estas operaciones deben tener, cualquier diferencia deberá ser reportada a los trades para su oportuna corrección. 6. aprobar los cruces por portafolios entre los aplicativos y los depositivos de cititrust,citivalores y citibank de posición propia y de terceros. 7.revisar y aprobar al final de día los checklist establecidos que aseguren el correcto cumplimiento de las operaciones. 8.revisar y aprobar el proceso de cierre de mes y aprobar la contabilidad en el módulo de ajustes (aceom) no mantener excepciones contables mayores a lo establecido en las políticas. formaciÓn academica - profesional: carreras afines con el negoico: administración, i...
The it project sr tech lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. typically a small number of people within the business that provide the same level of expertise. excellent communication skills required in order to negotiate internally, often at a senior level. developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. accountable for significant direct business results or authoritative advice regarding the operations of the business. necessitates a degree of responsibility over technical strategy. primarily affects a sub-function. responsible for handling staff management issues, including resource management and allocation of work within the team/project. responsibilities: provides it strategic direction for projects managed including developing detailed it work plans, schedules, project estimates, resource plans and status reports. exercises influence over team budget, policy formulation and planning. has significant business impact through in-depth evaluation of complex business processes, system processes and industry standards. provides expertise in projects managed and demonstrates an advanced level of understanding of the principles of it project leadership. possesses an understanding of client core business functions. directly impacts the business through contribution to technical direction and strategic decisions for it project leaders...
Overview: the markets data steward would be required to develop an understanding of how areas collectively integrate within the sub-function (e.g products) as well as coordinate and contribute to the objectives of the markets function and overall citi business. evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. strong communication and diplomacy skills are required. significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. responsibilities: consult with end users to support defining, and/or integrating processes to align with the enterprise data governance roadmap and/or data risk and control framework and taxonomy. data lineage execution including collection of interface and database details and uploading and maintenance for reuse and visualization. provide technical knowledge to ensure efficient design, development, and implementation of complex projects. review and evaluate work of others. applies good understanding of concepts and procedures within own business analysis area to resolve issues. monitor and report governance metrics including data governance adoption and maturity. monitor alignmen...
The customer service analyst 1 is an entry-level position responsible for assisting in customer related activities and providing resolutions in coordination with the customer service team. the overall objective of this role is to address external customer issues and provide ongoing customer service support. responsibilities: serve as single point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards conduct necessary analyses to address client needs communicate resolutions to clients 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: previous relevant experience preferred experience in customer service proven investigative, analytical and risk management skills demonstrated ability to present concepts and influence/lead change consistently demonstrate clear and concise written and verbal communication consistently deliver high-quality customer service with focus on building client relationship and achieving quality results education: bachelor's degree/university degree or equivalent experience atención...
The infrastructure analyst 1 is an entry level role responsible for assisting with lan / wan and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the technology infrastructure team. the overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks. responsibilities: diagnose and resolve problems through troubleshooting and basic analysis, escalate issues as appropriate participate in testing activities, including the creation and execution of basic test scripts apply comprehension of how the team interacts with others in accomplishing objectives assess the applicability of previous or similar experiences and evaluate options under circumstances not covered by procedures exchange ideas and information in a concise and clear manner 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: previous relevant experience preferred ability to develop projects required for design of metrics, analytical tools, benchmarking activities and best practices effective written and verbal communication skills effective analytic/diagnostic skill...
This is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the operations - transaction services team. the overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. responsibilities: process securities transactions, provide analytic input for traders and aid in review of derivative products identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements escalate transaction processing issues to the appropriate department and collaborate on a solution design and analyze moderately complex reports, in coordination with standards set by direct leadership assist with control activities, and the launch of new products and services ensure processes adhere to audit and control policies 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 an...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region. clara is backed by top investors and strategics including accial capital, canary, citi ventures, coatue, dst global, general catalyst, goldman sachs, iconiq growth, kaszek, monashees, and notable capital, as well as prominent angel investors. about the role as an associate product designer at clara, you'll focus on applying user-centered design principles, working closely with cross-functional teams, and contributing to design excellence. you'll help execute design strategies that align with business goals, support product launches, and maintain focus on quality while continuous learning. responsibilities follow our internal design process, including discovery, wireframing, prototyping, and contributing to clear, effective copywriting. develop designs that balance user needs and business goals. participate in user research and testing to gather insights and inform design decisions. collaborate with a cross-functional team to define product requirements. ensure the quality and consistency of design deliverables. use and enhance our design system. who you are experience as a product designer, ux designer, interaction designer, or similar role, with a portfolio showcasing design work. basic knowledge of user research and usability testing. strong attention to detail and a passion for creating beautiful, ...
¿eres apasionado por el servicio al cliente, tienes pocos años de experiência y quieres trabajar en una de las mejores instituciones financieras del mundo? esta es la oportunidad perfecta para activar tu carrera profesional tus principales labores en este rol será atender a los clientes en sus requerimientos, interactuar con los diferentes stakeholders al interior de la compañía y garantizar los níveles de satisfacción de nuestros clientes. **requisitos**: - profesional en carreras administrativas, ingenierías, carreras afines o experiência equivalente. - tener al menos 1 año de experiência en posiciones de servicio al cliente o call center. - nível de inglés b1 - interés y motivación para crecer dentro de la compañía - excelentes habilidades de comunicación - manejo de herramientas office no olvides adjuntar tu hoja de vida en tu solicitud de aplicación. - **job family group**: customer service - **job family**: institutional customer service - **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...
The securities & derivatives analyst 2 is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the operations - transaction services team. the overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **responsibilities**: - process securities transactions, provide analytic input for traders and aid in review of derivative products - identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership - analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services - monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements - escalate transaction processing issues to the appropriate department and collaborate on a solution - design and analyze moderately complex reports, in coordination with standards set by direct leadership - assist with control activities, and the launch of new products and services - ensure processes adhere to audit and control policies **qualifications**: - 0-2 years of relevant experience - fundamental understanding of treasury products, accounting and regulatory policies - proven ability to perform various concurrent activities/projects in a high-risk environment - ability to work in a fast-paced environment - demonstrated knowledge of macros ...
Accenture es una compañía global líder en servicios profesionales con una amplia gama de soluciones en estrategia y consultoría, tecnología y operaciones, capacidades digitales, brindando un servicio integral a nuestros clientes para que alcancen su máximo rendimiento. **responsabilidades del rol**: - gestionar y dar seguimiento a las cuentas por cobrar asignadas, identificando y resolviendo cualquier problema o discrepancia en los pagos. - reconciliar las cuentas individuales de los clientes asegurando igualdad de saldos entre nuestros erps y la contabilidad. - aplicación de pagos en ar vs bancos manteniendo un control proactivo de saldos pendientes, cumpliendo con las normativas vigentes. - documentar los casos de clientes que requieren order release con pd 1 y o excedente cumpliendo con los requerimientos de doa corporativo. - investigar y resolver consultas de los clientes sobre facturas o estados de cuenta, proporcionando un excelente servicio al cliente. - mantener registros precisos de las transacciones financieras y actualizar la base de datos de cuentas por cobrar. - colaborar con otros departamentos, como ventas y servicio al cliente, para abordar cualquier problema relacionado con los pagos. **¿qué necesitas para postularte? ** - profesional en carreras administrativas y o contables. - experiência previa en la gestión de cuentas por cobrar o un rol similar. - conocimientos sólidos de software de contabilidad y sistemas de gestión de cuentas por cobrar (sap, qad, sap by desin). - excel avanzado y deseable conocimiento en power bi. - manejo de plataf...
**principal propÓsito**: el **latam **markets **senior officer **será responsable de supervisar y controlar el debido funcionamiento de la operación que se realiza para los países de latam en todos los productos, asegurando que el equipo de makers/checkers ejecuten las transacciones recibidas dentro de los turn around acordados en los **adrs** suscritos entre las partes (colrepfin y los países) y garantizando aplicar los controles requeridos y establecidos. **principales responsabilidades- generales** controlar el debido procesamiento de transacciones de markets para los países de latam, asegurando el cumplimiento de los acuerdos suscritos en los documentos adr (additional documentation requirementst), todo lo anterior a través de procesos que garanticen que la información cumpla los procedimientos establecidos de acuerdo a las políticas, regulación, procedimientos globales, regionales y locales requeridos para el correcto procesamiento de las transacciones. generar reportes periódicos durante el día sobre los diferentes sistemas de ingreso de transacciones y validando los queue de los sistemas de procesamiento a fin de garantizar que ninguna operación duerma sobre la cola del maker o del checker por más de una hora o por más del tiempo requerido para cumplir el turn around acordado con los países de acuerdo al producto. hacer seguimiento a las operaciones recomendadas por los países a fin de garantizar que las mismas salgan en menor tiempo al acordado en los **adrs**. escalar oportunamente a los países y a los níveles requeridos los inconvenientes que se puedan prese...
The securities & derivatives manager is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to process orders and transactions originating from trading desks and branch offices in coordination with the operations - transaction services team. the overall objective of this role is to ensure the seamless delivery of securities and derivatives transactions. responsibilities: execute securities transaction processing related to securities clearance settlement for local and global bonds, fx, money markets and derivatives operations formulate procedures, techniques and contribute to the development of new techniques that increase team productivity, ensuring entire team meets or exceeds performance goals propose solutions to implement settlement process improvements, client service enhancements, or overall technology enhancements serve as an analytical and procedural expert, and as first point of escalation for staff members, management and internal/external clients escalate control gaps and issues to senior management as needed identify control gaps during settlement cycle and implements appropriate solutions to mitigate any risk or control losses analyze data to identify control deficiencies and resolve discovered issues through implementing appropriate procedures act as an advisor to new/junior staff 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 com...
El objetivo general de esta función es garantizar la ejecución de arqueos de documentos físicos y electrónicos, que se encuentran custodiados en la bóveda centralizada del banco. brindando a su vez los servicios de soporte del Área, asegurando que se ejecutan de manera idónea. **responsibilities**: - como revisor independiente validará que la documentación permanentemente archivada cumple con los parámetros de custodia, almacenamiento adecuados vs la base de datos del sistema de inventario. - asegurar que todo el proceso de cotejo y revisión cumple con los lineamientos y procedimientos descritos en el boletín operativo y las políticas, incluido el cumplimiento de los protocolos de seguridad de custodia. - debe asegurar el cumplimiento de la programación de arqueo y términos de tiempo y calidad y escalamientos, de forma que la bóveda garantice el debido mantenimiento y almacenamiento de todos los documentos. - validación de documentos recibidos tanto para para la creación y mantenimiento, asegurando que cumplan con las condiciones mínimas requeridas antes de ser enviados a las áreas de procesamiento. - atender los requerimientos de las Áreas de servicio, producto y Áreas operativas, relacionados sobre los procesos manejados en el Área. - verificar los documentos que ingresan al banco a través de los sistemas definidos. - realizar la creación y cierre de cuentas Índex y creación de registros básicos - cumplir con los procedimientos y políticas relacionados con su cargo, los cuales se describen en los diferentes boletines operativos y políticas que son de su conocimi...
Colombia clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most suc...
Clara is the leading spend management platform for companies in latin america. our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful c...
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