Client Onboarding Specialist - Investment Management in London
Client Onboarding Specialist - Investment Management

Client Onboarding Specialist - Investment Management in London

London Full-Time 35000 - 45000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client onboarding and administration tasks while ensuring compliance.
  • Company: Reputable financial services firm in the UK with a client-focused approach.
  • Benefits: Salary of £35,000 - £45,000 plus additional benefits.
  • Why this job: Join a dynamic team and make a difference in client experiences.
  • Qualifications: 1-2 years' experience in client administration with strong communication skills.
  • Other info: Opportunity for growth in a supportive and professional environment.

The predicted salary is between 35000 - 45000 £ per year.

A financial services firm in the United Kingdom is seeking a client-focused Administrator. The role involves managing client onboarding and administration tasks while ensuring compliance and maintaining high standards.

Candidates should have 1-2 years' experience in client administration, strong communication, and organizational skills.

The position offers a salary of £35,000 - £45,000 with additional benefits.

Client Onboarding Specialist - Investment Management in London employer: Aldrich & Co.

As a leading financial services firm in the UK, we pride ourselves on fostering a collaborative and inclusive work culture that prioritises employee development and well-being. Our Client Onboarding Specialists enjoy competitive salaries, comprehensive benefits, and ample opportunities for professional growth, all while contributing to a dynamic team dedicated to delivering exceptional client service in the investment management sector.
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Contact Detail:

Aldrich & Co. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Onboarding Specialist - Investment Management in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Onboarding Specialist role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research common questions for client administration roles and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.

✨Tip Number 3

Showcase your skills! When you get the chance to meet potential employers, highlight your strong communication and organisational skills. Bring examples of how you've successfully managed client onboarding tasks in the past to the table.

✨Tip Number 4

Don't forget to apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team in the investment management space.

We think you need these skills to ace Client Onboarding Specialist - Investment Management in London

Client Administration
Compliance Management
Organisational Skills
Communication Skills
Attention to Detail
Client-Focused Approach
Time Management
Problem-Solving Skills
Experience in Financial Services

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in client administration. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client onboarding and how your background makes you a perfect fit for our team at StudySmarter.

Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role as quickly as possible!

How to prepare for a job interview at Aldrich & Co.

✨Know Your Stuff

Make sure you understand the ins and outs of client onboarding in investment management. Brush up on compliance regulations and best practices, as this will show your potential employer that you're serious about the role.

✨Showcase Your Communication Skills

Since strong communication is key for this position, prepare examples of how you've effectively communicated with clients or team members in the past. Think about times when you resolved issues or clarified complex information.

✨Organisational Wizardry

Demonstrate your organisational skills by discussing how you manage multiple tasks or projects. Bring up specific tools or methods you use to stay organised, as this will highlight your ability to handle the demands of the role.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's onboarding process and how they ensure compliance. This not only shows your interest but also gives you a chance to assess if the company aligns with your values and work style.

Client Onboarding Specialist - Investment Management in London
Aldrich & Co.
Location: London

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