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For Companies At a Glance
- Tasks: Support daily account opening functions and manage client inquiries with precision.
- Company: Leading wealth management firm in Glasgow with a focus on excellence.
- Benefits: Competitive salary, hybrid working model, and comprehensive benefits package.
- Why this job: Join a dynamic team and kickstart your career in financial services.
- Qualifications: Strong attention to detail and good knowledge of Microsoft Office required.
- Other info: 12-month FTC with opportunities for professional growth.
The predicted salary is between 30000 - 42000 £ per year.
A leading wealth management firm in Glasgow is seeking an Operations Executive to support the daily account opening functions. This 12-month position offers a hybrid working model and requires strong attention to detail along with interpersonal skills.
Responsibilities include:
- Ensuring compliance
- Managing client inquiries
- Maintaining data accuracy
The ideal candidate will have a demonstrable interest in financial services and a good working knowledge of Microsoft Office. Competitive salary and benefits are offered.
Account Opening Operations Specialist (Hybrid, 12m FTC) in Glasgow employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Opening Operations Specialist (Hybrid, 12m FTC) in Glasgow
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm on LinkedIn or through mutual connections. A friendly chat can give us insights into the company culture and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial services. We should be ready to discuss industry trends and how they relate to the role. Showing genuine interest can really set us apart!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help us articulate our skills and experiences confidently 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 often have exclusive opportunities listed there that you won’t find anywhere else.
We think you need these skills to ace Account Opening Operations Specialist (Hybrid, 12m FTC) in Glasgow
Some tips for your application 🫡
Show Your Attention to Detail: When filling out your application, make sure to double-check everything. We want to see that you can spot the little things, just like you would in the daily account opening functions.
Highlight Your Interpersonal Skills: In your written application, don’t forget to mention any experience you have with client inquiries or teamwork. We value strong communication skills, so let us know how you’ve used them in the past!
Demonstrate Your Interest in Financial Services: Make it clear why you’re passionate about financial services. Share any relevant experiences or knowledge you have that shows us you’re genuinely interested in this field.
Use Our Website to Apply: We encourage you to apply through our website for a smooth process. It’s the best way for us to receive your application and ensures you don’t miss any important details!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services. Familiarise yourself with the latest trends and regulations in wealth management. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Attention to Detail
Since the role requires strong attention to detail, prepare examples from your past experiences where you successfully managed data accuracy or compliance. Be ready to discuss how you ensure precision in your work.
✨Practice Your Interpersonal Skills
As you'll be managing client inquiries, practice your communication skills. Think of scenarios where you had to resolve issues or explain complex information clearly. Role-playing with a friend can help you feel more comfortable.
✨Get Comfortable with Microsoft Office
Since a good working knowledge of Microsoft Office is essential, make sure you're familiar with Excel, Word, and PowerPoint. Consider doing a quick refresher course or tutorial to brush up on any features you might not use regularly.
