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- Tasks: Ensure smooth onboarding and maintenance of client accounts in a dynamic environment.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy a competitive salary, professional development, and a supportive team culture.
- Other info: This is a 12-month fixed-term contract based in London.
- Why this job: Make a real difference in clients' financial journeys while gaining valuable experience.
- Qualifications: Strong organisational skills and attention to detail are essential.
The predicted salary is between 30000 - 40000 £ per year.
Fixed Term Contract Duration - 12 Months
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
About the Role
- Level: 1
- Contract: 12 month FTC
- Department: Operations - Client Onboarding and Maintenance
- Location: Senator House, London
The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts.
Client Onboarding and Maintenance Administrator - 12 month FTC - Quilter in London employer: eFinancialCareers
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding and Maintenance Administrator - 12 month FTC - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand Quilter Cheviot's values and how they align with your skills. This will help you stand out and show you're genuinely interested.
✨Tip Number 3
Practice common interview questions and scenarios related to client onboarding and maintenance. The more comfortable you are, the better you'll perform when it counts!
✨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 take that extra step to engage with us directly.
We think you need these skills to ace Client Onboarding and Maintenance Administrator - 12 month FTC - Quilter in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Onboarding and Maintenance Administrator role. Highlight relevant experience and skills that match the job description, especially in client account management and operations.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for Quilter Cheviot. Mention your passion for wealth management and how you can contribute to their personalised service.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. This shows us that you take pride in your work and understand the importance of accuracy in client onboarding.
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!
How to prepare for a job interview at eFinancialCareers
✨Know Your Stuff
Before the interview, make sure you understand Quilter Cheviot's services and values. Familiarise yourself with their approach to client onboarding and maintenance. This will help you demonstrate your genuine interest in the role and how you can contribute to their operations.
✨Showcase Your Skills
Prepare examples from your past experiences that highlight your organisational skills and attention to detail. Since this role is all about ensuring smooth processes, be ready to discuss how you've successfully managed similar tasks in previous positions.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the tools they use for client onboarding, and how success is measured in this role. This shows you're not just interested in the job, but also in how you can fit into their culture.
✨Dress the Part
Even if the company has a relaxed dress code, it's always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression, especially in a client-facing role like this one.