Analyst, Service Operations Job at Forterro (Sofia)

External Service Operations Junior Analyst

The Identity Access Management Operations (IAM Ops) is a global organization wit...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 1 year of relevant experience but fresh graduates are also welcomed
Excellent customer service orientation
Good verbal and written communication in English
Being able to learn to use numerous different systems on a basic level
Ability to set priorities
attention to details and work under pressure
Has to be able to endure monotonous work
Flexibility to work in various shifts

Job Responsibility

Create, modify, and delete user profiles in various systems
Reset passwords
enable IDs based on incoming client requests
Provide customer service via ticket management systems
Ensure corporate information security policies are followed
Possible shift-work including public holidays

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

Lead Analyst for Cash Services Operations

The Lead Analyst for Cash Services Operations is a strategic professional respon...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Significant industry experience required
Demonstrated subject matter expertise in multiple or specific skill sets, business areas, or products (risk & controls, senior management presentation, stakeholder management, analytics)
Fluency in English - written and verbal
Advanced usage of Microsoft products (Excel, PowerPoint, Word)
Proven ability to manage complex issues related to operations management and implement and manage a successful risk/control environment
Execution focused mindset to overcome obstacles and minimize bureaucracy
Demonstrated exceptional communication, influencing and negotiation skills with senior leaders across functions to articulate complex recommendations
Ability to develop partnerships with Technology, Compliance/Risk, Finance, HR and key internal stakeholders
Impeccable integrity and judgment

Job Responsibility

Serve as a subject matter expert, developing and implementing business initiatives, client solutions, and projects
Stay abreast of developments within the firm’s transformation and control initiatives, considering their implications for the role and the business
Manage the volume, quality, timeliness, and delivery of complex deliverables for the broader Cash Services organization
Be accountable for the integrity of processes, operations, and associated results
may include responsibility for planning, budgeting, and policy formulation within the area of expertise
Conduct detailed analysis of complex issues where the optimal course of action is not immediately evident, recommending and implementing solutions
Investigate various scorecards and performance management tools to mitigate exposure (risk/financial/regulatory)
design and implement monitoring reports and tools as needed
Continuously identify and drive opportunities to improve and strengthen organizational delivery by overseeing and developing various governance frameworks and tools
Define, develop, implement, and track appropriate margin-related Key Performance Indicators (KPIs) and Service Level Agreements (SLAs) for the group

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work-life balance
Career progression opportunities across geographies and business lines

Fulltime

Asset Servicing Intermediate Analyst

Working at Citi is far more than just a job. A career with us means joining a te...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-5 years of relevant experience in asset servicing, operations, or a related financial services role
Basic to intermediate level experience with a demonstrated understanding of supervisory principles
In-depth knowledge of securities processing, combined with a solid understanding of the industry standards and practices
Demonstrated ability to communicate with tact and diplomacy, capable of exchanging potentially complex/sensitive information with various stakeholders
Proven ability to deal with most problems independently, exercising sound judgment
Possesses latitude to resolve complex issues related to the analysis of hedge fund activities and operational discrepancies
Bachelor’s/University degree or equivalent experience.

Job Responsibility

Provide daily oversight and coordination of operational activities, ensuring smooth workflows, adherence to deadlines, and accurate completion of checklists for compliance and efficient task management
Oversee the timely identification, investigation, and resolution of cash breaks and reconciliation discrepancies, including positions related to Corporate Action and/or Income Payments
Coordinate and manage the processing of claims, ensuring adherence to established procedures and timely resolution
Manage team communication channels, including email flow for prompt responses and efficient task assignment, and serve as the first point of escalation for complex or sensitive inquiries
Develop client-specific service solutions and maintain rigorous quality control standards across all processes
Participate in system testing initiatives, providing valuable input, and maintain current awareness of product changes and system enhancements
Provide support and assistance to team members during high-volume periods, offer back-up coverage, and perform other assigned duties
Assume delegated non-HR managerial responsibilities as required, including operational decision-making, project oversight, and representing the manager in meetings.

Fulltime

Asset Servicing Intermediate Analyst

The Asset Servicing Intermediate Analyst role involves working in Voluntary Corp...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in Voluntary Corporate Actions in a broker dealer environment
Evidence of ability to perform multiple tasks and work towards multiple deadlines
Able communicator with strong written and verbal communication skills
Comfortable working in a team environment and using own initiative
Able to drive own performance and willing to learn
Can manage time effectively
Proficient in MS Office (Excel and Word)
Self-reliant, good problem solver, and results oriented
Strong attention to detail
Ability to partner with other teams to provide innovative solutions

Job Responsibility

Plan and execute daily assigned activities efficiently
Investigate any issues that may arise and direct to appropriate departments
Support preparation and submission of internal and external regulatory reports
Identify procedure gaps and make suggestions for process transformation
Apply understanding of how team integrates with others
Effectively communicate and collaborate with colleagues and stakeholders
Be involved in user testing of new technology enhancements

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
Discretional annual performance-related bonus
Private medical insurance packages
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to learning and development resources

Fulltime

Customer Service Analyst

Entry-level position responsible for assisting in customer related activities an...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bilingual proficiency in Spanish and English (oral and written) required
additional European languages (e.g., Italian, German) preferred
Excellent verbal and written communication skills with proven experience in a business or financial environment
Superior investigative and analytical skills including ability to understand and interpret statistics and metrics
Proven ability in problem-solving and crisis management
Exceptional planning, organizational, time management, and prioritization skills
Highly accountable, self-reliant, and results-oriented with ability to influence stakeholders
Demonstrated experience in driving process improvements
Strong influencing and persuasion skills capable of engaging effectively with colleagues and clients

Job Responsibility

Manage portfolio of high-profile clients ensuring timely and professional resolution of all queries and issues
Proactively identify, investigate, and resolve client problems collaborating with internal teams and escalating when necessary
Drive client satisfaction through regular proactive engagement, calls, visits, and clear communication on critical updates
Provide and analyze client performance data (MIS/scorecards) to enhance productivity and promote self-service solutions
Initiate and support digitization projects focused on query reduction and increased adoption of self-service tools
Coordinate special transactions (e.g., mergers, acquisitions) and ensure adherence to all departmental standards, KPIs, and robust control environment
Maintain up-to-date knowledge of market and regulatory requirements impacting client portfolio
Ensure comprehensive logging and management of all client interactions within designated service tracking system
Provide comprehensive guidance and support to clients on both global and local payment procedures via phone and email
Act as language resource for Top 650 clients providing support in Spanish to facilitate effective communication and expedite issue resolution

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Benefits supporting well-being, living well and saving well
Inclusive workplace environment

Fulltime

Tax Operations Senior Analyst

Tax Operations Senior Analyst role at Citi's Europe Wealth Client Tax Operations...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes
Good understanding of Cash & Stock Reconciliations
Swift notifications knowledge - MT599, MT546, MT568, MT566
Corporate actions & income payments experience in EMEA and US markets
Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations
Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim
Experience in Tax Operations (Direct/Indirect Tax, Withholding TAX, Goods and Services Tax, Trading Tax etc.)
Good understanding of Investments and capital market products as well as trade execution and settlement processes
Strong multi-tasking, organizational and time management skills
Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset

Job Responsibility

Ensure compliance with local tax regulations, including the preparation of account reconciliations for revenues and VAT/GST tax accounts
Prepare non-US tax reports covering multiple jurisdictions and products
Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes
Manage critical tax-related issues & remediation activities impacting clients and business stakeholders
Provide first-level support for inquiries from client advisors regarding the Tax Reclaim Service
Support the global implementation of Tax projects while contributing to strategic tax programs and technical implementations
Analyze tax transaction withholding processes from front to back and implement operational changes
Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation
Ensure timely escalation of issues, track their resolution, and participate in governance forums
Collaborate closely with Business and Technology partners to identify gaps and drive process improvements

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Loan Operations Analyst

Loan Operations Analyst position with Robert Half focusing on reconciliation and...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

BS/BA in Finance, Accounting, Business Administration or a related field
1-3 years of experience, preferably in a banking/financial services environment
Bank Debt product knowledge preferred
Advent Geneva G/L experience preferred
Wall Street Office experience a plus
Proficiency with Microsoft Office Suite (particularly Excel)
Must be self-motivated, self-directed and proactive
Strict attention to detail, excellent communication skills, and strong organizational skills
Must work well under pressure and be comfortable in a fast-paced, dynamic work environment
Must demonstrate professionalism, integrity and a strong work ethic

Job Responsibility

Maintain the Reconciliation and Control functions within the Operations group
Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled
Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger
Enter trades into Wall Street Office (WSO) and trade capture systems
Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services
Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy
Review transaction documentation to ensure completeness and accuracy within the loan systems
Ensure all loans are rolled and correct rates are set for the next accrual period
Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams
Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training

Fulltime

ACH Operations Analyst

The ACH Operations Analyst will be responsible for all duties associated with th...

Location

United States , Memphis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma with experience in banking industry or related field preferred
ACH experience and Deposit/Bank Operations experience preferred
Working Knowledge and understanding of all banking regulations
Must possess accurate typing, spelling and grammar skills as well as superior written and oral communication skills
Must possess the ability to set priorities and meet deadlines
Must be willing and capable of defining problems and taking initiative to propose practical solutions
Strong communication, leadership, and attention to detail
Ability to communicate and build rapport with others in core departments and with internal and external business partners
Take initiative, be able to organize and prioritize daily responsibilities and meet established deadlines
Ability to work overtime if/when needed

Job Responsibility

ACH origination and compliance monitoring
Balance cash letter and bank cash daily
Collection items processing
Customer Service support
Ability to balance debit card activity
Monitoring all Deposit related retention and compliance
New deposit account opening and special item processing as needed
Online and mobile banking monitoring and support
Perform daily and monthly reconcilements
Process daily overdrafts based on the banker's decision, and work through any adjustments or chargebacks

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

Analyst, Service Operations

Forterro

Location:
Bulgaria , Sofia

Category:
IT - Administration

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 05, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Analyst, Service Operations

Forterro

Location:Bulgaria , Sofia

Category:IT - Administration

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:January 05, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Analyst, Service Operations

External Service Operations Junior Analyst

Lead Analyst for Cash Services Operations

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Asset Servicing Intermediate Analyst

Customer Service Analyst

Tax Operations Senior Analyst

Loan Operations Analyst

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Location:
Bulgaria , Sofia

Category:
IT - Administration

Contract Type:
Employment contract

Job Posted:
January 05, 2026