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- Tasks: Support the Operations team by processing applications and managing documentation.
- Company: Award-winning financial services group with a focus on growth.
- Benefits: Gain valuable experience in a structured environment with potential for future opportunities.
- Why this job: Be part of a dynamic team and help new investors onboard smoothly.
- Qualifications: Previous admin experience, strong attention to detail, and a proactive mindset.
- Other info: Fully office-based role with a chance to develop your organisational skills.
The predicted salary is between 24000 - 36000 £ per year.
Fixed Term Contract: 4–5 months
A leading, award-winning financial services group is seeking a detail-focused Client Onboarding Assistant to support their Operations team during a key period of growth.
This is a great opportunity for someone who genuinely enjoys administrative work, takes pride in accuracy and organisation, and feels energised by helping a team run smoothly. You’ll play an important part in ensuring new investors are onboarded efficiently across a range of investment products.
The role is administrative - ideal for someone who loves structure, has strong attention to detail and brings a proactive, team-oriented mindset.
This is a fully office-based position, focused on processing applications, managing documentation, updating internal systems and supporting the wider team with day-to-day tasks.
Responsibilities will include:
- Processing new applications and checking documents
- Scanning, organising and filing paperwork
- Logging incoming post and distributing it to the right people
- Updating internal records and ensuring information is accurate
- Supporting the team with day-to-day admin tasks
- Pitching in wherever needed during busy periods
What we’re looking for:
- Previous experience in an administrative role within an office
- Strong attention to detail and accuracy
- A can-do attitude and willingness to help
- Comfortable working under pressure, particularly during deadlines
- Organised, methodical and reliable
- Able to learn new processes quickly
- Financial services experience is welcome but not essential
Client Services Operations Assistant employer: Biscuit Recruitment
Contact Detail:
Biscuit Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Operations Assistant
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of research on the financial services group. Check out their website and social media to understand their values and what they stand for. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Prepare for common interview questions related to administrative roles. Think about examples from your past experiences where you've demonstrated attention to detail and organisation. We want you to feel confident when discussing how you can support the team effectively.
✨Tip Number 3
Show off your proactive mindset! During the interview, share instances where you've gone above and beyond to help your team or improve processes. This will highlight your can-do attitude and willingness to pitch in during busy periods, which is exactly what they're looking for.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you fresh in their minds. And remember, apply through our website for the best chance at landing that job!
We think you need these skills to ace Client Services Operations Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Operations Assistant role. Highlight your administrative experience and any relevant skills that show you’re detail-focused and organised. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your proactive mindset will help us during this key growth period. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work, just like we do!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application lands directly in our hands. Plus, it shows you’re keen on joining our awesome team at StudySmarter!
How to prepare for a job interview at Biscuit Recruitment
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Services Operations Assistant. Familiarise yourself with tasks like processing applications and managing documentation. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Show Off Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past experiences where you've successfully managed accuracy in administrative tasks. Highlight how your meticulous nature has positively impacted your previous teams or projects.
✨Emphasise Your Team Spirit
This position is all about supporting the team, so be ready to discuss how you've collaborated with others in previous roles. Share specific instances where your proactive attitude helped the team run smoothly, especially during busy periods.
✨Prepare for Pressure Scenarios
Given that the job involves working under pressure, think of examples where you've thrived in high-stress situations. Be prepared to explain how you prioritised tasks and maintained organisation, ensuring deadlines were met without compromising quality.
