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- Tasks: Join our Investor Relations team to support clients and manage onboarding processes.
- Company: A dynamic investment firm located in stunning Central London offices.
- Benefits: Enjoy a competitive salary, bonus, and hybrid working options.
- Why this job: Kickstart your career in finance with growth opportunities in a fast-paced environment.
- Qualifications: 1 year of experience in financial services and strong communication skills required.
- Other info: Submit your CV ASAP to seize this incredible opportunity!
The predicted salary is between 20400 - 40800 £ per year.
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
- Investor Relations / Financial Services
- Central London / Hybrid
- up to £34k plus bonus and benefits
We’re on the hunt for a proactive, personable and client-focused individual, with exceptional attention to detail and accuracy and 1 year experience in a similar financial services role, to join a fantastic investment organisation based in stunning offices in Central London as their Client Onboarding Coordinator.
Joining a dynamic Investor Relations team, the Client Onboarding Coordinator will provide exceptional levels of service and support to clients, investors and financial advisors; you will also undertake detailed checks, complete risk assessments and audits and produce detailed correspondence, so we’re looking for an incredibly accurate, detail-minded and meticulous individual with excellent communication skills and a proactive, rather than reactive, nature.
What’s on offer? This is a genuinely incredible opportunity to get your foot in the door of a dynamic, fast-paced investment firm with fantastic long-term prospects! Our client is offering a competitive salary and a great benefits package that includes a discretionary bonus. Hybrid working is offered with 4 days in the office and 1 day working from home. Standard hours are 9am-5pm.
Key responsibilities as the Investment Client Onboarding Coordinator will include:
- Processing new client applications
- Undertaking AML and KYC checks
- Dealing with incoming enquiries regarding client applications
- Completing risk assessments on new clients
- Completing audits on processed applications
- Producing client documentation
- Maintaining the CRM system
- Liaising with clients, internal departments and 3rd parties
- Undertaking general administration
- And more.
What we’re looking for:
- 1 years work experience in a similar financial services administration role (investment / wealth management experience is highly beneficial)
- Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels
- Exceptional attention to detail and accuracy
- Strong IT literacy including MS Office (Word & Excel and essential)
- Ability to plan, organise and prioritise busy workloads
- Ability to work effectively in a fast-paced environment
- Professional attitude and appearance
- Proactive and flexible team player
Interested in this incredible Client Onboarding Coordinator opportunity? If this fantastic role is of interest and you have the skills, experience and capabilities we’re looking for, then we want to hear from you ASAP! Please submit your CV, quoting ‘LO- Client Onboarding Coordinator- Investment Management- London’
Contact Detail:
Carousel Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Coordinator - Investor Relations
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in investment and wealth management. Understanding the key terms and processes like AML and KYC checks will help you speak confidently during interviews.
✨Tip Number 2
Network with professionals in the investor relations field. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in client onboarding. Think about how you would handle difficult client situations or ensure accuracy in documentation.
✨Tip Number 4
Showcase your attention to detail in any interactions you have with the company. Whether it's through emails or during networking, make sure your communication is clear, concise, and free of errors to demonstrate your meticulous nature.
We think you need these skills to ace Client Onboarding Coordinator - Investor Relations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles related to client onboarding or administration. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and attention to detail. Mention specific experiences that align with the responsibilities of the Client Onboarding Coordinator role, such as handling AML and KYC checks.
Highlight Relevant Skills: In your application, emphasise your IT literacy, particularly with MS Office, and your ability to manage busy workloads. Provide examples of how you've successfully worked in fast-paced environments.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is crucial for this role, so ensure your application reflects that quality.
How to prepare for a job interview at Carousel Consultancy Ltd
✨Showcase Your Attention to Detail
As a Client Onboarding Coordinator, attention to detail is crucial. Prepare examples from your previous experience where your meticulous nature helped avoid errors or improved processes. This will demonstrate your suitability for the role.
✨Demonstrate Your Communication Skills
Since the role involves liaising with clients and internal teams, practice articulating your thoughts clearly. Be ready to discuss how you've effectively communicated in past roles, especially in challenging situations.
✨Familiarise Yourself with AML and KYC Processes
Understanding Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations is essential for this position. Brush up on these topics and be prepared to discuss how you would apply them in your role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in a fast-paced environment. Think of scenarios where you had to prioritise tasks or handle multiple enquiries simultaneously, and be ready to share your thought process.
