Client Onboarding Analyst

Citigroup Inc.; Belfast; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global financial institution in Belfast is seeking a Client Onboarding Analyst to coordinate client requests and ensure accurate processing of documentation. Ideal candidates will have a background in financial services and strong communication skills. This role offers a hybrid working model, competitive salary, and generous benefits including holiday allowance and medical insurance.

Benefits

Generous holiday allowance starting at 27 days

Annual performance related bonus

Private medical insurance

Employee Assistance Program

Pension Plan

Paid Parental Leave

Special discounts for employees

Qualifications

• Previous experience in financial services preferred.
• Knowledge of bank products and customer communication experience.
• Fluent in both written and spoken English.

Responsibilities

• Process client requests related to system set up.
• Cooperate with internal partners for systems maintenance.
• Provide responses to client and internal inquiries.
• Prepare documentation for archiving.
• Document operational procedure updates.

Skills

Attention to detail

Team spirit

Communication skills

Flexibility

PC skills (Excel, Word)

Job description

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi Belfast.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

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. Generally, the onboarding role is a coordination role with client data set up function happening within the respective control groups. The department has a fast-paced environment, and analysts have deadlines to meet daily and deal with stakeholders across the globe.

What you’ll do

• 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).

What we’ll need from you

• 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).

What we can offer you

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best‑in‑class benefits they need to be well, live well and save well.

By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• 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

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.