Team/Role Overview
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. 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
- Process client’s requests related to system set up including signatories’ updates and documentation lodgment
- Co-operate with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
- Provide response to client and internal inquiries
- Prepare documentation for archiving
- Apply appropriate bank’s regulations while processing the requests
- Remain up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents
- Document operation procedure updatesli>
- Process clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
What we’ll need from you
- Previous experience in financial services preferred
- Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external)
- Knowledge on the field of finances and banking
- 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
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
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