Wealth Operations Client Onboarding Specialist

Citigroup Inc.; Greater London; Hybrid; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Hybrid working

Benefits package

Job summary

Citi London is seeking a Client Onboard Analyst to support account opening and maintenance records, credit facility packs, collateral agreements, and Land Registry documentation. You will identify inconsistencies, analyze data, and support root-cause investigations within risk-controlled frameworks.

The role emphasizes timely, accurate processing, stakeholder collaboration across Front Office, Credit Underwriters, Legal Partners, and Cash Operations, with a hybrid work model (up to 2 days at

Qualifications

• Bachelor’s degree or equivalent university-level qualification.
• Entry to early-career level within Financial Services, Banking Operations, Wealth Management, Legal Administration, or Loan Operations.
• Strong regulatory and AML/KYC fundamentals.

Responsibilities

• Reviews, authenticates, and processes account maintenance records and system updates.
• Ensures accurate handling of legal deeds, credit lodgements, and banking records.
• Delivers high-quality service and resolves inquiries regarding credit packs and registry documentation.
• Manages in-process, pended, and exception activities to support operational scenarios.

Skills

Attention to detail

Analytical thinking

Regulatory & risk awareness

Collaboration & interpersonal skills

Communication & stakeholder management

Time management

Technical & digital proficiency

Education

Bachelor’s degree or equivalent university-level qualification

Tools

Microsoft Office

Excel

SharePoint

PowerPoint

Job description

Citi London is seeking a Client Onboard Analyst to support account opening and maintenance records, credit facility packs, collateral agreements, and Land Registry documentation. You will identify inconsistencies, analyze data, and support root-cause investigations within risk-controlled frameworks.

The role emphasizes timely, accurate processing, stakeholder collaboration across Front Office, Credit Underwriters, Legal Partners, and Cash Operations, with a hybrid work model (up to 2 days at