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- Tasks: Join our team to manage client data and ensure compliance with regulations.
- Company: Dynamic financial services firm focused on client satisfaction.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with plenty of room for career advancement.
- Why this job: Make a real difference in client services while developing your analytical skills.
- Qualifications: Experience in client data processing and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Work as part of the team to ensure the timely and accurate maintenance of Client Data whilst ensuring that we are compliant with relevant regulations at all times.
Key Responsibilities
- Processing onboarding data, liaising with Investment Management, producing MI.
- Processing closed accounts, remitting funds and distributing closure documentation.
- Assisting with quarterly fee and valuation production, maintaining reconciliations, and answering queries.
- Reviewing returned post and Loss of Contact clients.
- Creation of new portfolios, processing service switches and deceased.
- Amendment of existing database records as required.
- General maintenance of all databases.
- Action regular control tasks.
- Other ad hoc tasks as required.
- Filing of daily work – electronic and hard copy.
- Ensure all queries are dealt with in a positive and timely manner.
- In addition to the above functions, employees are required to carry out such other duties as may reasonably be requested.
Skills, Knowledge and Expertise
Essential:
- Demonstrate experience within a client data processing environment.
- Some knowledge and experience of FCA Regulations and Market Practice relevant to Private Clients.
Advantageous:
- Client regulatory reporting.
- Calculation and charging of Portfolio Management Fees.
- Experience within a Private Client environment.
- Client on-boarding processes and AML requirements.
Academic/Other Skills Required:
- Preferably Graduate.
- Educated to minimum of A-level standard, with minimum of Grade C at GCSE English and Maths.
- Preferably holder of IOC equivalent CISI qualification or willing to work towards achieving this.
- Excellent communication – both written and oral.
- Problem Solving / ability to use one’s own initiative.
- IT/relevant systems knowledge including strong Excel skills.
- Self-starter, proactive, flexible and able to work positively under pressure.
- Well organised.
- Ability to maintain required standards when working under pressure.
- Good attention to detail and ability to work with minimal supervision.
- A reliable individual who works well within a team environment.
- Good IT skills, especially MS Excel.
Analyst, Data and Client Services in London employer: JM Finn
Contact Detail:
JM Finn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst, Data and Client Services in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and the role thoroughly. We recommend practising common interview questions and even doing mock interviews with friends. The more prepared you are, the more confident you’ll feel when it’s time to shine!
✨Tip Number 3
Showcase your skills! Bring along examples of your work or projects that demonstrate your experience in client data processing and compliance. We want to see how you’ve tackled challenges in the past and how you can bring that expertise to our team.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. We appreciate candidates who take the initiative to keep the conversation going.
We think you need these skills to ace Analyst, Data and Client Services in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Analyst, Data and Client Services. Highlight your experience in client data processing and any relevant knowledge of FCA regulations. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your problem-solving skills and how you've handled client data in the past. We love a good story!
Show Off Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that attention to detail shine through in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter family!
How to prepare for a job interview at JM Finn
✨Know Your Data Inside Out
Make sure you brush up on your knowledge of client data processing and FCA regulations. Being able to discuss specific examples from your experience will show that you’re not just familiar with the concepts, but that you can apply them in real-world scenarios.
✨Show Off Your Excel Skills
Since strong Excel skills are essential for this role, be prepared to talk about how you've used Excel in previous jobs. If possible, bring along examples of reports or analyses you've created. This will demonstrate your proficiency and give you an edge over other candidates.
✨Be Ready for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Think of a few situations where you had to use your initiative to resolve issues, especially in a client data context. This will highlight your proactive nature and ability to work under pressure.
✨Communicate Clearly and Positively
Since excellent communication is key, practice articulating your thoughts clearly. During the interview, maintain a positive attitude, especially when discussing challenges. This will reflect your ability to handle queries and maintain good relationships with clients.