At a Glance
- Tasks: Join a dynamic team to handle client onboarding and ensure top-notch service delivery.
- Company: Rapidly growing financial services firm based in London.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on teamwork and career advancement.
- Why this job: Be part of a supportive team that builds strong client relationships and drives success.
- Qualifications: 2 years' experience in financial services and excellent admin skills.
The predicted salary is between 30000 - 34000 £ per year.
An excellent opportunity for a client onboarding administrator to join a rapidly growing financial services firm based in London.
You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationships with clients and ensures that the business is able to deliver outstanding services.
Skills & Requirements:
- 2 Years' experience in Financial Services, preferably in Wealth Management
- Excellent administration and interpersonal skills
- Capability to work under pressure in order to meet deadlines
- Ability to work individually and as part of a team
The Role:
- Handling new client onboarding
- Looking into KYC/AML
- Investigating erroneous reports (incorrect data & passing to relevant team to correct and checking before confirming to client)
- Arranging for copies of original documents to be certified and originals sent back to investors
- Maintaining and providing information to associate companies in relation to Property only accounts
- Responsible for designated area of data within teams' data dashboard
Account Opening Associate. Job in London Move Collective Jobs employer: Broughton Group
Join a dynamic and rapidly growing financial services firm in London, where you will be part of a supportive team dedicated to delivering exceptional client experiences. With a strong emphasis on professional development, our hybrid work culture fosters collaboration and innovation, ensuring that you have the resources and opportunities to thrive in your career. Enjoy competitive compensation and a vibrant workplace that values your contributions and encourages growth.
StudySmarter Expert Advice🤫
We think this is how you could land Account Opening Associate. Job in London Move Collective Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in client onboarding. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to KYC/AML and client onboarding. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your interpersonal skills during interviews! Remember, it's not just about your experience; it's about how you connect with people. Be genuine, listen actively, and demonstrate your enthusiasm for building client relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Account Opening Associate. Job in London Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Opening Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
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 skills align with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Interpersonal Skills:Since this role involves working closely with clients and colleagues, make sure to highlight your interpersonal skills in your application. We’re looking for someone who can build relationships and work well under pressure, so let us know how you’ve done this in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you brush up on your knowledge of KYC/AML processes and client onboarding. Familiarise yourself with the financial services sector, especially wealth management, as this will show your potential employer that you're serious about the role.
✨Show Off Your Skills
Prepare examples that highlight your administration and interpersonal skills. Think of situations where you've successfully managed deadlines or worked under pressure, as these are key traits for the Account Opening Associate position.
✨Team Player Vibes
Be ready to discuss how you work both individually and as part of a team. Share experiences where collaboration led to successful outcomes, as this role requires a balance of independent work and teamwork.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture and the team you'll be working with. This not only shows your interest in the role but also helps you gauge if it's the right fit for you.
