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Client Onboarding Analyst

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

  • Ensure all applicable regulatory requirements are met

  • Manage stakeholders

  • Work to deadlines

  • Manage and prioritise daily tasks ensuring SLA’s are met

  • Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams.

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

What we’ll need from you

  • Good awareness of client needs/expectations

  • Financial services related experience preferable

  • 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

What we can offer you

This is a role that'll offer you the opportunity to build an in-depth knowledge of financial services operations. Every day there will be new business challenges that will help you develop new skills that can drive your career. 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 

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. 

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

#LI-NS10

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Job Family Group:

Operations - Services

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Job Family:

Reference Data Services

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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Average salary estimate

$52500 / YEARLY (est.)
min
max
$45000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Onboarding Analyst, Citi

Are you ready to take your career to the next level? Join Citi Belfast as a Client Onboarding Analyst, where you'll play a crucial role in the exciting world of financial services. In this position, you'll be at the forefront of client engagement, providing essential support to ensure a seamless onboarding experience from the very first sales prospect to the inaugural trade. You will coordinate communication across various teams, helping to manage stakeholders while working in a fast-paced environment with daily deadlines. Your keen analytical mind and problem-solving skills will shine as you navigate client data management and regulatory requirements. At Citi, we prioritize strong ethical judgment and risk assessment in all business decisions, safeguarding our clients and the firm’s reputation. With strong attention to detail and proficiency in tools like Excel and Word, you’ll contribute to creating and maintaining accurate customer accounts and security data across multiple systems. In return, you'll receive ample professional development opportunities and a competitive salary, complemented by a generous holiday allowance and a hybrid work model. Our commitment to workplace diversity ensures you’ll thrive as your authentic self. If you’re looking for a career that not only challenges but also enriches your life, Citi Belfast is where your journey begins!

Frequently Asked Questions (FAQs) for Client Onboarding Analyst Role at Citi
What does a Client Onboarding Analyst do at Citi Belfast?

As a Client Onboarding Analyst at Citi Belfast, you will manage the entire onboarding process for new clients, ensuring all regulatory requirements are met. This involves coordinating with various teams and stakeholders to facilitate smooth customer account setups and maintain accurate data across multiple systems.

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What qualifications are needed to become a Client Onboarding Analyst at Citi Belfast?

To become a Client Onboarding Analyst at Citi Belfast, candidates should ideally have experience in financial services, a strong attention to detail, and excellent communication skills. Proficiency in Excel and Word is also necessary, along with the ability to work under tight deadlines.

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What is the work environment like for Client Onboarding Analysts at Citi Belfast?

The work environment at Citi Belfast for Client Onboarding Analysts is fast-paced and dynamic. Employees are encouraged to collaborate across teams, equipped with a hybrid work model that allows up to two days of remote work per week, fostering a healthy work-life balance.

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What career advancement opportunities are available for Client Onboarding Analysts at Citi Belfast?

Citi Belfast offers numerous professional development resources for Client Onboarding Analysts, allowing you to build in-depth knowledge of financial operations and progress your career over time. You'll find that networking and gaining varied experience within the company will further enhance your career trajectory.

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What benefits can I expect as a Client Onboarding Analyst at Citi Belfast?

As a Client Onboarding Analyst at Citi Belfast, you can expect to receive a competitive salary, a generous holiday allowance, private medical insurance, and access to an Employee Assistance Program. There are also opportunities for performance-related bonuses and a variety of learning resources to aid your development.

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Common Interview Questions for Client Onboarding Analyst
Can you describe your experience with managing client onboarding processes?

When answering this question, highlight specific experiences you have with onboarding clients, demonstrating your understanding of the steps involved and your ability to coordinate across different teams effectively.

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How do you handle tight deadlines in a fast-paced environment?

To address this, provide examples from previous roles where you successfully managed multiple tasks under pressure. Mention strategies you used to prioritize effectively and ensure timely completion of tasks.

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What steps would you take to ensure compliance with regulatory requirements?

Outline a methodical approach: start with understanding relevant regulations, conducting thorough checks during the onboarding process, and collaborating with compliance teams to maintain best practices.

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Describe a time you had to resolve a conflict with a stakeholder.

Share a specific story where you successfully navigated a conflict, focusing on communication strategies, compromises, and the outcome. This demonstrates your interpersonal skills and problem-solving abilities.

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How do you ensure attention to detail in your work?

Discuss tools and methods you use to stay organized and meticulous, such as checklists or data validation techniques. Contextualize this with examples from past work experiences.

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What software or tools are you familiar with in a client onboarding role?

Mention specific software you've used, such as CRM systems, Excel, or data management tools, and explain how they aid your efficiency in client onboarding tasks.

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Can you provide an example of a successful project you managed?

Detail a project where your organizational skills and teamwork contributed to success. Highlight your role and the skills you employed to achieve goals.

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How do you handle feedback and adjust your work process accordingly?

Explain how you view feedback as a tool for growth. Discuss methods you employ to incorporate feedback into your processes to improve performance in the client onboarding role.

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What motivates you to work in client onboarding?

Reflect on what draws you to client-facing roles, like building relationships and contributing to a positive client experience. Tie in your passion for the financial sector.

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How do you prioritize tasks when working with multiple clients?

Illustrate your approach to task prioritization, such as assessing client urgency or value. Offer examples of how effective prioritization led to successful outcomes in previous positions.

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Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capi...

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CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
March 31, 2025

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