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- Tasks: Join our team to manage client onboarding and data maintenance with precision.
- Company: Dynamic financial services firm focused on client success.
- Benefits: Competitive pay, flexible hours, and opportunities for growth.
- Why this job: Be part of a crucial team that builds strong client relationships.
- Qualifications: Attention to detail and strong communication skills are essential.
- Other info: Fast-paced environment with plenty of learning opportunities.
The predicted salary is between 28800 - 48000 £ per year.
Team member of the Client Onboarding Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both TrinityBridge and Third Party (custody). The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, liaising with our third party administration team, accurate and timely data input and managing workflows. Complete and error-free input will be essential to establishing new relationships on the right footing.
RESPONSIBILITIES
- Accurate and timely processing of new business for new and existing clients.
- This includes but is not limited to validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences.
Financial Services Administrator in Northwich employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Northwich
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in client onboarding. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of AML and Client Due Diligence. We want you to show off your understanding of these processes, as they’re crucial for the role. Practice common interview questions and have your own ready to ask!
✨Tip Number 3
Showcase your attention to detail! In the financial world, accuracy is key. Bring examples of how you've maintained error-free data input in past roles or projects. This will help us see you as a perfect fit for the team.
✨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, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator in Northwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight relevant experience in client onboarding and data maintenance, and don’t forget to showcase your attention to detail – it’s key for this position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client operations and how your skills align with the responsibilities mentioned in the job description. Keep it concise but impactful!
Showcase Your Communication Skills: Since the role involves liaising with clients and third-party teams, make sure to highlight your communication skills in your application. Give examples of how you've effectively managed client relationships or communicated complex information clearly.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Close Brothers Group
✨Know Your Numbers
As a Financial Services Administrator, you'll be dealing with a lot of data. Brush up on your numerical skills and be ready to discuss how you ensure accuracy in data input. Prepare examples from your past experiences where you successfully managed client data without errors.
✨Understand Client Onboarding
Familiarise yourself with the client onboarding process, especially in financial services. Be prepared to explain how you would validate client instructions and manage workflows. Showing that you understand the importance of AML and Client Due Diligence will impress your interviewers.
✨Communication is Key
Since liaising with third-party teams is part of the role, practice articulating how you would communicate effectively with different stakeholders. Think of scenarios where you had to convey complex information clearly and concisely, as this will demonstrate your ability to maintain strong client relationships.
✨Show Your Organisational Skills
Timely processing is crucial in this role. Prepare to discuss your organisational strategies and tools you use to manage multiple tasks efficiently. Highlight any experience you have with managing deadlines and ensuring that all client data is processed accurately and on time.
