Client Onboarding Analyst, Citi

Citi

Location:
United Kingdom, Belfast

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Client Onboarding group is a client-facing organization responsible for the coordination and communication around all underlying activities from sales prospect/new business opportunity through to the first trade. While the client onboarding team are responsible for stewarding the client through the end-to-end onboarding process, our success as a firm depends on many teams and the ability to effectively communicate between them.

Job Responsibility:

Processes client’s requests related to system set up including signatories’ updates and documentation lodgment
Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
Provides response to client and internal inquiries
Prepares documentation for archiving
Applies appropriate bank’s regulations while processing the requests
Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents
Documents operation procedure updates
Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).

Requirements:

Previous experience in financial services preferred
Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external)
Knowledge on the field of finances and banking
Flexibility, team spirit, loyalty
High attention to detail
Good PC skills (Excel, Word)
Fluent in both written and spoken English
Be able to work under pressure and to meet deadlines
Proficient knowledge of English (written and spoken).

Nice to have:

Previous experience in financial services
Knowledge on the field of finances and banking.

What we offer:

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources.

Additional Information:

Job Posted:
October 14, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Onboarding Analyst