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- Tasks: Support clients and investors by processing applications and conducting detailed checks.
- Company: Dynamic investment firm in stunning Central London offices.
- Benefits: Competitive salary, bonus, hybrid working, and great career prospects.
- Why this job: Kickstart your finance career in a fast-paced, supportive environment.
- Qualifications: Finance or Business degree and 1 year of relevant experience required.
- Other info: Join a proactive team and enjoy ongoing training and development.
The predicted salary is between 30000 - 34000 £ per year.
We’re on the hunt for a proactive, personable and client-focused graduate, 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 Executive. Joining a dynamic Investor Relations team, the Client Onboarding Executive 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 Executive:
- 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
- Attending regular product, fund and compliance training
What we’re looking for:
- 1 years work experience in a similar financial services client administration role (investment / wealth management experience is highly beneficial)
- Degree in a Finance or Business (or similar)
- Impeccable communication skills (written and spoken) with strong customer service capabilities and the ability to liaise confidently and professionally at all levels both verbally and in writing
- Exceptional attention to detail and accuracy
- Strong IT literacy including MS Office (Word & Excel and 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 Exec 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.
Client Onboarding Executive - Finance / Business Graduate in London employer: Carousel Consultancy
Contact Detail:
Carousel Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Executive - Finance / Business Graduate in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your skills align with their values and needs. We want to see that you’re not just a fit on paper, but also a great match for their team!
✨Tip Number 3
Practice your communication skills! Since this role requires impeccable verbal and written communication, consider doing mock interviews with friends or using online platforms to refine your pitch and responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team and ready to take that next step in your career.
We think you need these skills to ace Client Onboarding Executive - Finance / Business Graduate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Onboarding Executive role. Highlight your relevant experience in financial services and any specific skills that match the job description, like attention to detail and communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your proactive nature and how your previous experience aligns with the responsibilities listed in the job description.
Showcase Your Attention to Detail: Since this role requires exceptional accuracy, make sure your application is free from typos and errors. Double-check everything before you hit send – it shows you care about the details!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Carousel Consultancy
✨Know Your Stuff
Make sure you brush up on the basics of client onboarding in financial services. Understand AML and KYC checks, as well as risk assessments. Being able to discuss these topics confidently will show that you're serious about the role.
✨Show Off Your Attention to Detail
Since this role requires exceptional accuracy, prepare examples from your past experience where your attention to detail made a difference. Whether it was catching an error in a report or ensuring compliance, these stories will highlight your meticulous nature.
✨Practice Your Communication Skills
You’ll need to liaise with clients and internal teams, so practice articulating your thoughts clearly. Consider doing mock interviews with friends or family, focusing on how you explain complex information simply and effectively.
✨Be Proactive in Your Approach
Demonstrate your proactive attitude by preparing questions for the interviewer about the company and the role. This shows that you’re not just waiting for things to happen but are eager to engage and contribute from day one.
