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- Tasks: Help new clients onboard smoothly and efficiently while managing data and documentation.
- Company: Join a dynamic team focused on delivering exceptional client experiences in the financial sector.
- Benefits: Gain valuable office experience in a supportive environment with opportunities for growth.
- Why this job: Perfect for detail-oriented individuals who thrive under pressure and enjoy client interaction.
- Qualifications: Ideal for first or second jobbers with previous office experience and strong communication skills.
- Other info: This role requires being in the office five days a week.
The predicted salary is between 28800 - 43200 £ per year.
An exciting new role has arisen for a Client Onboarding Assistant to join business.
Excellent attention to detail, the ability to work well under pressure and confident in liaising with stakeholders are essential characteristics for this role.
The individual will be responsible for providing a seamless onboarding process for new clients investing across our range of products. The individual will deliver excellent service to our external clients (retail investors and financial intermediaries) and internal business units, to support the business’ fundraising efforts and ensure exceptional client experience.
Reports To Head of Operations.
Key Responsibilities
- Assist with onboarding new clients into the product range in a compliant, efficient and timely manner.
- Process new incoming applications to invest within set SLAs.
- Responsible for logging and distributing daily post.
- Perform AML/KYC and PEP/Sanction checks on all new clients.
- Database management, ensuring data integrity is maintained across all systems.
- Scanning, filing and shredding original documentation
- Other ad hoc duties as requested from time to time.
Skills
- Ability to communicate effectively.
- Confident in liaising with clients via telephone.
- Proactive with an ability to work in a fast paced and challenging environment.
- Accurate and efficient data processing skills.
- The ability to learn and pick up new processes quickly.
- Hardworking and organised.
- Ability to prioritise.
- Excellent attention to detail.
Personal Attributes
- Kind.
- Adaptable and willing to get stuck into whatever needs doing.
5 days a week in the office, looking for a first or second jobber with previous office experience.
Client Onboarding Assistant employer: Chartermore Partners
Contact Detail:
Chartermore Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Assistant
✨Tip Number 1
Familiarize yourself with the onboarding process in financial services. Understanding the steps involved will help you demonstrate your knowledge during the interview and show that you're proactive about learning.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since you'll be liaising with clients, being able to convey information clearly and confidently is crucial for this role.
✨Tip Number 3
Highlight any previous experience you have with data management or processing. Being able to showcase your attention to detail and efficiency in handling data will set you apart from other candidates.
✨Tip Number 4
Prepare examples of how you've successfully managed multiple tasks under pressure. This will demonstrate your ability to prioritize and stay organized in a fast-paced environment, which is essential for the Client Onboarding Assistant role.
We think you need these skills to ace Client Onboarding Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any previous roles that involved client interaction or onboarding processes. Emphasize your attention to detail and ability to work under pressure.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your proactive approach and effective communication abilities.
Showcase Relevant Skills: When detailing your experience, focus on skills like data processing, compliance checks, and database management. Provide examples of how you've successfully managed similar tasks in past roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this position.
How to prepare for a job interview at Chartermore Partners
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, be prepared to discuss specific examples from your past experiences where your meticulousness made a difference. Highlight any situations where your careful approach led to successful outcomes.
✨Demonstrate Your Communication Skills
Effective communication is key in this position. Practice articulating your thoughts clearly and confidently. You might also want to prepare for questions about how you handle difficult conversations or liaise with clients.
✨Prepare for Fast-Paced Scenarios
Given the fast-paced environment, think of examples that showcase your ability to work under pressure. Be ready to explain how you prioritize tasks and manage your time effectively when faced with tight deadlines.
✨Familiarize Yourself with Compliance Processes
As the role involves AML/KYC checks, it would be beneficial to have a basic understanding of these processes. Research common compliance practices and be ready to discuss how you would ensure adherence to regulations during client onboarding.
