4 client onboarding analyst jobs found

The Client Onboard Analyst is a developing professional role within London Wealth Operations - Account Documentation Unit (ADU) . The role applies specialized operational and procedural knowledge to monitor, assess, evaluate, and execute account opening and maintenance records, credit facility packs, collateral agreements, Land Registry charge documentation, and UK banking transactions. The position is responsible for identifying operational inconsistencies, analyzing process data, supporting root-cause investigations of credit and legal document deficiencies, and formulating recommendations for procedure, controls, and workflow enhancements. Working within established risk and control frameworks, the role maintains a direct impact on team service delivery, record integrity, and audit readiness. Responsibilities: Responsible for stakeholder interaction, documentation review, verification, and system updates: Reviews, authenticates, and processes account maintenance...

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...

End Date Sunday 01 November 2026 Salary Range £0 - £0 We support flexible working – click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE:  Associate Relationship Manager SALARY:  Depending on experience - starting from £40,824. LOCATION: Southampton or Andover HOURS:  Full-time WORKING PATTERN:  Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites   About the Role We’re seeking an Associate Relationship Manager to provide support for a growth portfolio within our Mid-Market segment (T/O £50m - £500m). Working alongside a Relationship Director across the Southampton/Andover area, you’ll help deliver excellent service and tailored solutions to meet our clients’ goals. The successful candidate will support providing Term Loans, RCFs, and other banking...

We are seeking an experienced pensions technical specialist to support the accurate onboarding of newly secured schemes into the PIC operating model. This is a deeply technical role focused on defined benefit (final salary) pensions, ensuring the benefits payable to our policyholders are fully understood, correctly specified, and reliably delivered. Role purpose The role requires the ability to effectively collaborate with third-party administrators to secure their buy-in and implement improvements to systems, processes, and technology, as appropriate. To apply knowledge and insights concerning the implementation of new clients with PIC and how this impacts our policyholders. To deliver strong business outcomes relating to capital, profitability, the Company brand and market reputation whilst achieving positive outcomes to our policyholders on a consistent basis. Our Company values are expected to be reflected in the delivery and performance of every role. Specific...