Client Onboarding & Documentation Specialist

Citigroup; Greater London; On-site; GBP 30,000 - 42,000; Full time

Job summary

Citigroup in London is seeking a Client Onboard Analyst within the London Wealth Operations - Account Documentation Unit (ADU). The role focuses on monitoring, assessing, and executing account opening and maintenance records, credit facility packs, collateral agreements, Land Registry documentation, and UK banking transactions.

The position requires identifying operational inconsistencies, analyzing process data, and supporting root-cause investigations to recommend improvements, while

Qualifications

• Bachelor's degree or equivalent university-level qualification.
• Experience in Financial Services, Banking Operations, Wealth Management, Legal Administration, or Loan Operations is desirable.
• Attention to detail with a high level of accuracy when reviewing complex documents.

Responsibilities

• Review and process account maintenance records and related documentation.
• Ensure regulatory guidelines and internal controls are followed.
• Collaborate with Front Office, Legal, and Credit teams to resolve discrepancies.

Skills

Attention to Detail

Education

Bachelor's degree or equivalent

Job description

Citigroup in London is seeking a Client Onboard Analyst within the London Wealth Operations - Account Documentation Unit (ADU). The role focuses on monitoring, assessing, and executing account opening and maintenance records, credit facility packs, collateral agreements, Land Registry documentation, and UK banking transactions.

The position requires identifying operational inconsistencies, analyzing process data, and supporting root-cause investigations to recommend improvements, while