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- Tasks: Join our team as a Client Onboarding Coordinator, supporting clients and investors with exceptional service.
- Company: Be part of a dynamic investment firm located in stunning Central London offices.
- Benefits: Enjoy a competitive salary, bonus, and hybrid working options with 4 days in the office.
- Why this job: Kickstart your career in finance with great long-term prospects and a vibrant team culture.
- Qualifications: 1+ years in financial services, excellent communication skills, and strong attention to detail required.
- Other info: Submit your CV ASAP to join this exciting opportunity!
The predicted salary is between 20400 - 40800 £ per year.
We’re on the hunt for a proactive, personable and client-focused individual, with exceptional attention to detail and accuracy and 1 year+ experience in a similar financial services role, to join a fantastic investment organisation based in stunning offices in Central London as their Client Onboarding Coordinator.
Joining a dynamic Investor Relations team, the Client Onboarding Coordinator will provide exceptional levels of service and support to clients, investors and financial advisors; you will also undertake detailed checks, complete risk assessments and audits and produce detailed correspondence, so we’re looking for an incredibly accurate, detail-minded and meticulous individual with excellent communication skills and a proactive, rather than reactive, nature.
What’s on offer?
This is a genuinely incredible opportunity to get your foot in the door of a dynamic, fast-paced investment firm with fantastic long-term prospects! Our client is offering a competitive salary and a great benefits package that includes a discretionary bonus. Hybrid working is offered with 4 days in the office and 1 day working from home. Standard hours are 9am - 5pm.
Key responsibilities as the Investment Client Onboarding Coordinator will include:
- Processing new client applications
- Undertaking AML and KYC checks
- Dealing with incoming enquiries regarding client applications
- Completing risk assessments on new clients
- Completing audits on processed applications
- Producing client documentation
- Maintaining the CRM system
- Liaising with clients, internal departments and 3rd parties
- Undertaking general administration
- And more.
What we’re looking for:
- 1+ years work experience in a similar financial services administration role (investment / wealth management experience is highly beneficial)
- Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels
- Exceptional attention to detail and accuracy
- Strong IT literacy including MS Office (Word & Excel essential)
- Ability to plan, organise and prioritise busy workloads
- Ability to work effectively in a fast-paced environment
- Professional attitude and appearance
- Proactive and flexible team player
Interested in this incredible Client Onboarding Coordinator opportunity? If this fantastic role is of interest and you have the skills, experience and capabilities we’re looking for, then we want to hear from you ASAP! Please submit your CV, quoting ‘LO - Client Onboarding Coordinator - Investment Management - London’.
Client Onboarding Coordinator - Investor Relations employer: Carousel Consultancy Ltd
Contact Detail:
Carousel Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Coordinator - Investor Relations
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in investment and wealth management. Understanding the key terms and processes like AML and KYC checks will help you speak confidently during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in client onboarding or investor relations. Attend industry events or join relevant online forums to make connections that could lead to referrals.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to scenarios involving client interactions and problem-solving. Highlight your attention to detail and proactive approach, as these are crucial for the role.
✨Tip Number 4
Research the company’s culture and values to tailor your conversation during the interview. Showing that you align with their mission and can contribute positively to their team will set you apart from other candidates.
We think you need these skills to ace Client Onboarding Coordinator - Investor Relations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles related to client onboarding or administration. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive nature and attention to detail. Mention specific examples of how you've provided exceptional service in previous roles and how your skills align with the responsibilities of the Client Onboarding Coordinator.
Highlight Communication Skills: Since impeccable communication is crucial for this role, ensure your application reflects your strong written and spoken communication abilities. You might include examples of how you've effectively liaised with clients or internal teams in past positions.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is key for this position, so make sure your application reflects that quality.
How to prepare for a job interview at Carousel Consultancy Ltd
✨Showcase Your Attention to Detail
As a Client Onboarding Coordinator, attention to detail is crucial. Prepare examples from your previous roles where your meticulous nature helped avoid errors or improved processes. This will demonstrate your suitability for the role.
✨Demonstrate Your Communication Skills
Since you'll be liaising with clients and internal teams, it's essential to showcase your communication skills. Practice articulating your thoughts clearly and confidently, and be ready to discuss how you've handled client interactions in the past.
✨Prepare for Technical Questions
Given the financial services context, brush up on your knowledge of AML, KYC checks, and risk assessments. Be prepared to answer questions related to these areas, as they are key responsibilities of the role.
✨Exhibit a Proactive Attitude
The job description highlights the need for a proactive individual. Think of instances where you took initiative in your previous roles, whether it was improving a process or addressing a client issue before it escalated. Share these stories during your interview.
