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- Tasks: Support clients through seamless onboarding and ensure compliance with policies.
- Company: Dynamic business focused on delivering exceptional client experiences.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to grow your skills in a collaborative workplace.
- Why this job: Join a team that values your input and enhances client satisfaction.
- Qualifications: 2 years of office experience and a passion for customer service.
The predicted salary is between 25000 - 32000 £ per year.
The role of Client Onboarding Assistant delivers a high-quality administrative support service to the Business.
Key Accountabilities
- Completing Client Onboarding checks in line with the business’s policies and regulatory requirements, including but not limited to: Anti-Money Laundering checks.
- Reviewing client ID against the business’s acceptable ID guidance, advising fee earners where submissions fall outside of those standards.
- Reviewing client onboarding submissions for completeness, accuracy and compliance with the business’s policies, identifying potential inconsistencies or concerns and escalating or resolving, as appropriate.
- Supporting clients, fee earners and the wider business to ensure a seamless client experience.
- Ensuring all Client Onboarding requests are completed accurately and delivered back to the relevant fee earner in line with agreed targets and timescales.
- Working closely across departments to ensure smooth client onboarding and handover.
- Maintaining accurate client records, documentation and audit trails in line with internal and external compliance standards.
- Contributing to the development of processes/systems, appropriate IT use and any other resources available.
- Participating in training and development to enhance knowledge, client care and onboarding processes.
- Ensuring support team cover is provided at appropriate times to ensure excellent customer service provision is maintained.
- Complying with Health and Safety policies and procedures and working safely to ensure the safety of yourself and other colleagues.
Technical / Professional Expertise Preferred
- Minimum of 2 years’ relevant office experience
- Committed to providing excellent customer service
- A good understanding of agreed Office processes
- Proficient with Microsoft applications and practice management system
Client Onboarding Assistant in Wolverhampton employer: FBC Manby Bowdler LLP
Contact Detail:
FBC Manby Bowdler LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Assistant in Wolverhampton
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Onboarding Assistant role.
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and compliance. We suggest role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job description.
✨Tip Number 3
Showcase your skills! Bring examples of how you've provided excellent customer service or improved processes in previous roles. We want to see how you can contribute to a seamless client experience right from the start.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We believe this small gesture can keep you top of mind for the hiring team.
We think you need these skills to ace Client Onboarding Assistant in Wolverhampton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Onboarding Assistant role. Highlight your relevant experience, especially in administrative support and client onboarding processes, to show us you’re the perfect fit!
Showcase Your Attention to Detail: Since this role involves reviewing client submissions for accuracy and compliance, it’s crucial to demonstrate your attention to detail. Use specific examples from your past work where you’ve successfully managed similar tasks.
Emphasise Customer Service Skills: We value excellent customer service, so don’t forget to mention any experience you have in supporting clients or working closely with teams. Share how you’ve contributed to a seamless client experience in previous roles.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way for us to see your application and get you started on the path to joining our team!
How to prepare for a job interview at FBC Manby Bowdler LLP
✨Know Your Stuff
Make sure you understand the key responsibilities of a Client Onboarding Assistant. Brush up on Anti-Money Laundering checks and client ID verification processes. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Customer Service Skills
Since this role is all about providing excellent customer service, think of examples from your past experience where you've gone above and beyond for clients. Be ready to share how you handled difficult situations or ensured a seamless experience for customers.
✨Be Organised and Detail-Oriented
Highlight your organisational skills during the interview. Talk about how you maintain accurate records and ensure compliance with policies. Mention any tools or systems you’ve used to keep track of client onboarding processes.
✨Ask Smart Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team you'll be working with, the onboarding process, or how success is measured in this role. It shows your interest and helps you gauge if the company is the right fit for you.