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- Tasks: Join our team to onboard new clients and perform compliance checks.
- Company: Kite Consulting Group is a leading recruitment agency in investment management.
- Benefits: Enjoy a competitive salary, hybrid working, and a supportive team culture.
- Why this job: Be part of a dynamic team that values integrity and client satisfaction.
- Qualifications: Experience in client onboarding and excellent communication skills are essential.
- Other info: We're looking for passionate individuals ready to tackle exciting challenges.
The predicted salary is between 21600 - 42000 £ per year.
Kite Consulting Group provided pay range
This range is provided by Kite Consulting Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Kite Consulting Group
Client Onboarding Assistant is required to join a growing Investment Management business. Offering a competitive salary up to £30,000, based in London, hybrid working.
Reporting to the Head of Operations, you will oversee the onboarding of new clients to the business, interacting with the business development teams, and performing various compliance checks (KYC, AML etc.).
Requirements:
1. Proven Client Onboarding experience (KYC, AML, CDD etc.)
2. Financial Services (buy side or sell side) is preferred
3. Excellent communicator both written and spoken.
This is a great opportunity to play a crucial role in a busy client onboarding team. If you feel like you match the above and would like to hear more, please apply within.
We are unashamedly focused on working with only the best people, who care about customer value and maintain a fantastic working reputation. If you are someone that is committed to working hard to achieve great results, views challenge as an exciting opportunity and wants to work in some of the best possible assignments then please get in touch, we’d love to help you find your next position.
We pride ourselves on rock solid integrity and honesty, and place client value at the centre of every decision we make.
2023 – Winner ‘Most Innovative Recruitment Agency’
2018 – Winner Best Client Service
2017 – Winner Agency of The Year
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Other
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Client Onboarding Assistant – Investment Management employer: Kite Consulting Group
Contact Detail:
Kite Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Assistant – Investment Management
✨Tip Number 1
Familiarise yourself with KYC, AML, and CDD processes. Understanding these compliance checks will not only boost your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the investment management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your previous client onboarding experiences in detail. Be ready to share specific examples of how you've successfully managed client relationships and navigated compliance challenges.
✨Tip Number 4
Showcase your communication skills during any interactions with the company. Whether it's through emails or phone calls, clear and professional communication will leave a positive impression on the hiring team.
We think you need these skills to ace Client Onboarding Assistant – Investment Management
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your proven client onboarding experience, particularly in KYC, AML, and CDD. Use specific examples from your past roles to demonstrate your expertise in these areas.
Showcase Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively communicated with clients or team members in previous positions. Highlight both your written and spoken communication abilities.
Tailor Your CV: Customise your CV to align with the job description. Focus on relevant skills and experiences that match the requirements of the Client Onboarding Assistant position at Kite Consulting Group.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the role but also explains why you are a great fit for the company culture. Mention your commitment to integrity and client value, as these are important to Kite Consulting Group.
How to prepare for a job interview at Kite Consulting Group
✨Showcase Your Onboarding Experience
Make sure to highlight your previous client onboarding experience, especially in KYC, AML, and CDD. Be prepared to discuss specific examples of how you've successfully managed the onboarding process in past roles.
✨Demonstrate Financial Services Knowledge
Since the role is within investment management, it's crucial to demonstrate your understanding of the financial services sector. Brush up on relevant terminology and trends, and be ready to discuss how they relate to client onboarding.
✨Communicate Clearly and Effectively
As an excellent communicator, you need to showcase both your written and spoken communication skills during the interview. Practice articulating your thoughts clearly and concisely, as this will be vital when interacting with clients and internal teams.
✨Emphasise Your Commitment to Client Value
Kite Consulting Group values integrity and client satisfaction. Be prepared to discuss how you prioritise client value in your work and provide examples of how you've gone above and beyond to ensure a positive client experience.
