At a Glance
- Tasks: Manage customer onboarding and ensure compliance with policies while providing excellent service.
- Company: Dynamic financial services company based in Manchester with a supportive team culture.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Great opportunity for career advancement in the financial services industry.
- Why this job: Join a fast-paced environment where you can make a real difference in customer experiences.
- Qualifications: Attention to detail, proactive attitude, and experience in customer service or finance.
The predicted salary is between 30000 - 40000 £ per year.
Based out of their Sale office 4 days per week during probation and then hybrid 3/2.
Responsibilities include:
- Managing inbound requests from internal teams such as Sales, Account Managers and Broker Support, ensuring compliance with relevant policies and service level agreements.
- Conduct customer due diligence, including risk assessments, verification of beneficial ownership and validation of identity and address documents.
- Prepare and issue finance and securing documentation in line with credit approvals, regulatory requirements and internal policies.
- Complete pre-payout checks, ensuring agreement and asset details are accurately captured in the lending system before funds release.
- Maintain accurate system updates and communicate application status as needed.
- Provide clear, prompt assistance to internal teams, customers, brokers and suppliers via phone and email, escalating complex issues where required.
- Work effectively with other departments to ensure seamless communication and problem-solving for brokers and customers.
- Process payments to suppliers and intermediaries in a timely and compliant manner.
- Manage post-execution tasks, including portal updates, security registration, welcome documentation, and allocation of deposits.
- Keep accurate record of customer interactions and transactions using our internal system.
- Provide overflow and contingency cover to the customer services team.
Requirements:
- Able to demonstrate accuracy and strong attention to detail.
- Proven experience of working proactively and taking initiative.
- An ability to work independently as well as part of a team.
- Numerate with analytical ability.
- Able to engage with both customers and colleagues at all levels of seniority and other internal departments.
- Strong stakeholder management skills, able to develop and maintain relationships both internally and externally.
- Worked with customers, demonstrating high standards of service and providing excellent customer outcomes.
- Previous knowledge and experience of the Financial Services Industry and similar operational or customer-facing roles.
- Previous knowledge and experience of the Asset Finance Industry.
- Good knowledge of Microsoft products.
Customer Onboarding Associate - Manchester employer: Aimeewillow
As a Customer Onboarding Associate in our Manchester office, you will join a dynamic team that values accuracy, initiative, and collaboration. We offer a supportive work culture with hybrid working options post-probation, ensuring a healthy work-life balance while providing ample opportunities for professional growth within the Financial Services sector. Our commitment to employee development and a strong focus on customer satisfaction makes us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Onboarding Associate - Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Aimeewillow. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Onboarding Associate - Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aimeewillow.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Aimeewillow's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Aimeewillow
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aimeewillow.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Aimeewillow will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Aimeewillow employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
