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- Tasks: Onboard and structure private client accounts efficiently and effectively.
- Company: Join a leading firm dedicated to exceptional client service.
- Benefits: Competitive salary, flexible working hours, and career development opportunities.
- Why this job: Be part of a dynamic team making a real difference for clients.
- Qualifications: Strong communication skills and attention to detail required.
- Other info: Fast-paced environment with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
Overview
The purpose of the role is primarily to ensure the efficient and effective on-boarding and formation of structures for new and existing clients that have been approved at Business Acceptance Meetings. The primary focus of the role relates to private clients.
Responsibilities
- The post holder will have responsibility of liaising with the Sales and Service teams to ensure that all client matters, in relation to the review, preparation of documentation for approval of new business and the formation of structures for new business, are dealt with promptly and any issues are referred to line management immediately.
Private Client Onboarding & Structuring Specialist in London employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Onboarding & Structuring Specialist 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 their values and how your skills align with their needs. This will help you stand out and show that you're genuinely interested.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect fit for the Private Client Onboarding & Structuring Specialist role. Highlight your relevant experience and how you can contribute to the team.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets seen. Plus, it shows you're serious about joining our team. So, get your application in and let's make it happen!
We think you need these skills to ace Private Client Onboarding & Structuring Specialist in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Onboarding & Structuring Specialist role. Highlight relevant experience and skills that align with the responsibilities mentioned in the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing enthusiasm and a personal touch, so don’t hold back!
Be Clear and Concise: When filling out your application, keep your language clear and concise. We appreciate straightforward communication, especially since the role involves liaising with various teams. Make it easy for us to see your qualifications!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the link provided in the job description!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Client Onboarding Process
Familiarise yourself with the client onboarding process specific to private clients. Understand the key steps involved, from documentation preparation to liaising with sales and service teams. This will show your potential employer that you’re proactive and knowledgeable about the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations related to client onboarding and structuring. Think of examples from your past experiences where you successfully managed client relationships or resolved issues. This will demonstrate your problem-solving skills and ability to work under pressure.
✨Showcase Your Communication Skills
Since the role involves liaising with various teams, it’s crucial to highlight your communication skills. Be ready to discuss how you’ve effectively communicated with different stakeholders in previous roles. Use clear and concise language during the interview to reflect your ability to convey information efficiently.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client onboarding and the challenges they face. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals. It’s a win-win!
