17 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...

The Client Onboard Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job. Responsibilities: To open customer’s accounts, to provide customers with the necessary forms and information on...

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...

Citi's Markets business is looking for a Senior Business Analyst to join a globally managed team at the centre of derivatives data integrity and collateral operations. In this role, you will take ownership of day-to-day data and documentation workflows within Master Agreement Central (MAC), a critical web-based repository that underpins collateral processing across Citi's downstream systems and business functions. Your work will directly shape the accuracy and reliability of data that is relied upon by margin operations, risk and control teams, technology, and client onboarding functions across the firm. Responsibilities Analyse derivatives documentation and accurately apply contractual terms within MAC to ensure the integrity of data relied upon by downstream Citi systems and stakeholders. Manage high volumes of daily communications from internal business functions — including margin operations, XVA, technology, and client onboarding — resolving data and documentation...

ROLE SUMMARY: The Technical Account Manager acts as the main technical point of contact for LSEG customers, providing expert guidance throughout onboarding, certification, connectivity, readiness and ongoing service adoption. You will build strong relationships with member firms, software providers and data vendors, supporting customers through market, product and system changes while ensuring they are configured for success.   Working across Product, Technology, Operations and Client Services teams, you will provide functional support, lead technical consultations and coordinate customer readiness activities to deliver an outstanding customer experience. This role offers the opportunity to develop specialist expertise in financial markets, trading technologies and technical relationship management. WHAT YOU'LL BE DOING: Support Technical Account Managers in delivering a high-quality service to member firms, data vendors and independent software vendors across...

Role Purpose The Product Manager is responsible for the development and enhancement of optimisation products and workflows across Post Trade Solutions Optimisation. Acting as the product subject matter expert, the role works closely with clients, senior stakeholders, operations, and delivery teams to define product direction, prioritise initiatives, and ensure solutions are delivered in line with business objectives and market requirements. The successful candidate will help shape future product capabilities while supporting the continued growth and adoption of optimisation services across the market. Key Responsibilities Product Ownership Act as the subject matter expert for assigned optimisation products and workflows. Develop a deep understanding of client needs, market structure, and operational processes. Help define product vision, objectives, and business outcomes for new initiatives and enhancements. Maintain ownership of product...

Senior Market Data Compliance Manager    Role purpose The Market Data Compliance Manager leads the delivery of the market data audit and compliance programme, ensuring that client and vendor use of LSEG venue and index data is assessed against applicable agreements, commercial policies and reporting obligations. The role provides leadership across audit planning, complex case management, client engagement, remediation, revenue recovery, governance and process improvement. The role holder combines deep market data licensing knowledge with sound judgement, ensuring that findings are evidence-led, commercially consistent and capable of withstanding internal, client and legal review. The role also develops the audit team, strengthens stakeholder alignment and drives automation and data-led improvements across the audit lifecycle. Key accountabilities ·    Own the global audit plan and prioritisation process, setting a risk-based pipeline across end clients, vendors,...

Contract type: Permanent  Location: Dublin Working style: Hybrid 50% home/office based Closing date: 7th August 2026   We’re looking for an experienced Head of Investment Management Oversight to join our Irish Management Company (ManCo). This is a senior, regulated role with Designated Person (PCF39D) accountability, responsible for overseeing delegated investment managers and ensuring strong governance, regulatory compliance, and positive investor outcomes.   You will play a key role in providing independent oversight and assurance to the Board, supporting the continued growth and regulatory integrity of our European operations.     About the role   As Head of Investment Management Oversight, you will act as the Designated Person for Investment Management, with responsibility for overseeing delegated investment activities and ensuring they meet regulatory and contractual expectations.   Key responsibilities include: Overseeing external investment...

The Client Technical Services department is part of the LSEG FX business. It comprises of FX Technical Onboarding, Technical Account Management, Certification, STP (Straight Through Processing) and Venue Onboarding teams.     The FX Technical Onboarding team is responsible for leading customers through the FX technical onboarding journey including processing technical enablements and performing conformance testing of FX customers. Venues supported are FXall, Price Stream and Matching.   The team works closely with various areas of the wider business, including Sales and Account Management teams, Product, Product Development, and other resolver teams to onboard clients to FX platforms and act as the main point of contact for customers during their technical FX onboarding journey.       Role Description – The role mainly consists of creating or updating technical user configurations for FX customers, as well as organising network enablements, acting as primary liaison for...

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...

End Date Thursday 15 October 2026 Salary Range £40,824 - £45,360 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: Bristol or Reading   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 Bristol/South East England 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...

Senior Associate, Sales Support – Index Sales, FTSE Russell   About the Role   This is an exciting opportunity to join FTSE Russell, one of the world's leading index providers, at the intersection of financial markets, client engagement, and commercial growth. As part of a high-performing sales and relationship management team, you will work with some of the largest asset managers, asset owners, wealth managers, banks, and financial institutions globally, helping them access and leverage FTSE Russell's industry-leading index, data, and analytics solutions.   The role offers significant exposure to global investment markets and provides an excellent platform for individuals looking to develop their career within financial services, market data, and investment solutions. You will partner closely with Sales, Product, Marketing, Legal, and Client Experience teams, playing a key role in supporting client retention, revenue growth, and the expansion of FTSE Russell's...

  Business Analyst – Capital Markets Location Glasgow (Hybrid) | Practice Area: Capital Markets | Type: Permanent Drive impactful change within Scotland’s leading investment banks The Role Capco is seeking experienced Business Analysts to support long-term strategic programmes with major investment banking clients across Scotland. Working closely with both technical and business stakeholders, you’ll help identify improvement areas, deliver effective change, and drive Agile practices across fast-paced, regulated environments. These roles offer an exciting opportunity to contribute to impactful transformation projects while developing deep Capital Markets expertise . You will also be encouraged to leverage approved AI tools, automation, and AI -enabled workflows to enhance analysis, delivery quality, and productivity, while applying appropriate human judgement and governance in regulated environments. What You’ll Do Lead workshops and gather requirements to...

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and...

Operational Excellence Lead – Wealth Operations Location: London | Practice Area: Wealth & Asset Management | Type: Permanent Transform wealth operations through Lean thinking, Agile delivery, and AI-enabled efficiency. The Role We are seeking an Operational Excellence Lead to drive optimisation and transformation across Wealth Management operations, spanning front, middle and back-office environments. This role focuses on Lean-led operational improvement, value stream redesign and AI-enabled process transformation. You will partner with client stakeholders to identify inefficiencies, deliver measurable performance improvements and embed sustainable operating model change across onboarding, servicing and core operational processes. As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support...

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...

Role Profile Are you passionate about making developers' lives easier, faster, and more fulfilling? Do you dream of streamlining workflows, squashing bugs, and fuelling innovation? We're on a mission to supercharge our engineering culture by building a world-class Developer community that's the envy of the industry. In this role, you'll be joining our Engineering Team within Engineering Excellence & Productivity (EXP) as a Technical Lead. Developer Platforms’ mission is to: Enable rapid developer onboarding to LSEG developer tools, ensuring they become productive quickly to build applications on their chosen Cloud platform Improve Developer Experience by increasing their ability to improve cadence of delivery of new features Unlock Developer Capacity and enable greater Innovation by modernising tooling and processes Ensure that development on the integrated platform is both secure and compliant by design Tech Profile/Essential Skills Good knowledge of...