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- Tasks: Join a dynamic team to onboard clients and write suitability reports.
- Company: Work with a leading wealth management firm in St Albans.
- Benefits: Enjoy a flexible office environment with a competitive salary of £50-60K.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: Experience in onboarding and writing reports is essential; strong communication skills required.
- Other info: Office hours are Monday to Friday, 9am to 5pm, with some flexibility.
The predicted salary is between 42000 - 84000 £ per year.
Exciting Opportunity for a Permanent Client Onboarding Specialist in St Albans, Hertfordshire.
Daily duties are likely to involve:
- Working in a small office in St Albans and closely with the Graduate Investment Manager.
- Writing suitability reports and onboarding clients using the templates that are already in place; experience is required.
- Updating sections, looking at capacity for loss, income, outgoings, and investment advice section.
- Diarising and arranging meetings with clients to obtain the details.
- Using the CRM system, Wealth Dynamix. Experience with this CRM is advantageous, but the ability to learn is essential.
What we need from you:
- Experience of onboarding and writing suitability reports.
- Knowledge of SIIPS and the ability to set up benefit withdrawals.
- Problem-solving skills.
- Excellent communication skills, both verbal and written.
- Working in the office Monday to Friday, 9am to 5pm, with a degree of flexibility.
- Please note that due to the nature of the business, you will be subject to DBS and the necessary checks to work within this industry.
Please apply immediately with your CV. Thank you for your interest in this position. Due to the high volume of CVs received daily, we regret that we are unable to respond personally to each individual application. However, your application will be reviewed within a two-day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion.
This vacancy is being advertised by M.A.S Resourcing, who are acting as an employment agency/business.
Client Onboarding Specialist employer: MAS Resourcing
Contact Detail:
MAS Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Specialist
✨Tip Number 1
Familiarise yourself with the Wealth Dynamix CRM system. Even if you haven't used it before, showing that you're proactive in learning about it can set you apart from other candidates.
✨Tip Number 2
Brush up on your knowledge of SIIPS and benefit withdrawals. Being able to discuss these topics confidently during an interview will demonstrate your expertise and readiness for the role.
✨Tip Number 3
Prepare examples of your previous experience in onboarding clients and writing suitability reports. Having specific instances ready to share can highlight your skills and problem-solving abilities effectively.
✨Tip Number 4
Practice your communication skills, both verbal and written. Since excellent communication is a key requirement, consider role-playing common client scenarios to enhance your confidence.
We think you need these skills to ace Client Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client onboarding and writing suitability reports. Use specific examples that demonstrate your skills and knowledge relevant to the role.
Craft a Strong Cover Letter: Write a cover letter that addresses the key requirements mentioned in the job description. Emphasise your problem-solving abilities and excellent communication skills, and explain why you are a great fit for the company.
Showcase Relevant Experience: If you have experience with CRM systems like Wealth Dynamix, mention it explicitly. If not, express your willingness and ability to learn new systems quickly, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Client Onboarding Specialist.
How to prepare for a job interview at MAS Resourcing
✨Showcase Your Onboarding Experience
Make sure to highlight your previous experience with client onboarding and writing suitability reports. Be prepared to discuss specific examples of how you've successfully managed this process in the past.
✨Familiarise Yourself with Wealth Dynamix
If you have experience with the Wealth Dynamix CRM system, mention it during the interview. If not, demonstrate your willingness to learn by researching the system beforehand and discussing how you adapt to new technologies.
✨Demonstrate Problem-Solving Skills
Prepare to discuss scenarios where you've encountered challenges in client onboarding or report writing. Explain how you approached these problems and what solutions you implemented to overcome them.
✨Communicate Clearly and Confidently
Since excellent communication skills are essential for this role, practice articulating your thoughts clearly. Use concise language and ensure you can explain complex concepts simply, as you may need to do this with clients.
