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- Tasks: Join a dynamic team to onboard clients and ensure compliance with financial regulations.
- Company: A boutique investment company in West London, known for its supportive culture and employee development.
- Benefits: Enjoy hybrid working, a salary up to £35K, bonuses, and excellent perks.
- Why this job: Kickstart your career in finance with hands-on training and opportunities for growth in a fast-paced environment.
- Qualifications: Ideal for graduates with an interest in compliance or finance; no prior experience required.
- Other info: Work closely with senior associates and gain valuable insights into the investment industry.
The predicted salary is between 28000 - 42000 £ per year.
Client Onboarding – Graduate level
Graduate Operations role within the Client Onboarding Team of a boutique investment company in West London – up to £35K plus benefits
This established and successful investment advisory company of c.200 in London HQ are looking for a bright and detail orientated graduate to join their Client Onboarding team of 4. You will be joining at a junior level but with the support of Senior Associates to train you, so you must be a self-starter and highly motivated to work in a small but very busy team.
You will be the first point of the client journey, so providing exceptional service is imperative. You will be reviewing client documentation relating to opening new accounts, ensuring financial regulations and AML requirements are adhered to and reviewing KYC documentation. You will be comfortable acting as a go between for the Compliance team and Investment Managers – ensuring that clients have provided the correct documentation, chasing for missing documentation and managing timelines and expectations.
Must have an exceptionally high level of attention to detail, be happy dealing with large volumes of documentation and be able to decipher and stay on top of ever-changing financial regulation – you don’t need prior experience in this field but must be willing to learn and have an interest in compliance / KYC / financial regulations. You will be happy in a high pressure, fast paced environment and be highly organised to know exactly where in the process each account is up to.
Would suit a graduate with an interest or background in legal / compliance / financial regulation, ideally with 6-12 months’ office experience, who is happy communicating at a very senior level and managing expectations in a diplomatic and professional manner. Lovely company who invests in their employees, offers detailed training and chance for further progression and professional qualifications.
Hybrid working, salary up to £35,000 plus bonus and great benefits.
Graduate Operations role within the Client Onboarding Team of a boutique investment company in West London – up to £35K plus benefits
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Client Onboarding – Graduate employer: Buckingham Recruitment
Contact Detail:
Buckingham Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding – Graduate
✨Tip Number 1
Familiarise yourself with the basics of KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. Understanding these concepts will not only help you in the interview but also demonstrate your genuine interest in the role and the industry.
✨Tip Number 2
Network with professionals in the investment and compliance sectors. Attend relevant events or join online forums to connect with people who can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage multiple tasks under pressure. Think of specific examples from your past experiences that showcase your ability to handle large volumes of documentation and meet tight deadlines.
✨Tip Number 4
Research the company thoroughly, including their values and recent news. Being able to articulate why you want to work for them specifically will set you apart from other candidates and show that you are genuinely interested in being part of their team.
We think you need these skills to ace Client Onboarding – Graduate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Client Onboarding role. Emphasise any experience you have in compliance, KYC, or financial regulations, even if it's from academic projects or internships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your interest in compliance and your ability to work in a fast-paced environment. Use examples to demonstrate your attention to detail and organisational skills.
Highlight Soft Skills: In your application, emphasise soft skills such as communication, diplomacy, and the ability to manage expectations. These are crucial for the role as you'll be liaising between clients and senior associates.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is key for this position. A polished application reflects your professionalism.
How to prepare for a job interview at Buckingham Recruitment
✨Show Your Attention to Detail
In this role, attention to detail is crucial. Be prepared to discuss examples from your past experiences where you demonstrated this skill, whether in academic projects or previous jobs. Highlight how you ensured accuracy and thoroughness in your work.
✨Demonstrate Your Willingness to Learn
Since prior experience isn't necessary, emphasise your eagerness to learn about compliance, KYC, and financial regulations. Share any relevant coursework or self-study you've undertaken to show your commitment to understanding the field.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations, such as managing client expectations or dealing with missing documentation. Think through potential scenarios and how you would approach them, showcasing your problem-solving skills.
✨Communicate Professionally
As you'll be liaising with senior associates and clients, practice your professional communication skills. Be clear and concise in your responses during the interview, and demonstrate your ability to manage expectations diplomatically.
