At a Glance
- Tasks: Manage client onboarding and ensure compliance with regulations.
- Company: Join a growing professional services company in Manchester.
- Benefits: Competitive salary, hybrid working, and excellent benefits.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Be part of a dynamic team and make a real impact on client experiences.
- Qualifications: Experience in client onboarding and strong organisational skills required.
The predicted salary is between 31000 - 35000 £ per year.
We are seeking an experienced Client Onboarding Executive to join our client to support the smooth and compliant onboarding of clients. Just a short walk from the train station, this is a fabulous opportunity to work for a growing company within the professional services industry.
As an experienced Client Onboarding Executive, you will be highly organised and detail focused to maintain a clear audit trail throughout the onboarding process.
Duties:
- Manage the end-to-end client onboarding and account setup process.
- Conduct AML, KYC, sanctions, PEP, adverse media and compliance checks.
- Verify client documentation and due diligence evidence.
- Coordinate with clients and internal client leads to obtain outstanding onboarding information.
- Maintain accurate client records, compliance databases, trackers and audit trails.
- Liaise with various colleagues and teams to support a smooth and consistent onboarding experience.
- Monitor and track onboarding progress from start to finish, following up outstanding actions and keeping relevant stakeholders informed.
- Assist with client risk assessments, annual reviews and monitoring alerts.
- Support compliance, regulatory and audit requirements in collaboration with the Compliance Manager.
Key Skills Required:
- Previous experience in client onboarding, compliance administration, AML/KYC, client setup ideally within professional services, financial services, legal, accountancy, tax or another regulated environment.
- A good understanding of client due diligence processes, including client and beneficial owner identification, verification of identity information, risk assessment and ongoing monitoring.
- Strong attention to detail.
- Excellent organisational skills, with the ability to manage multiple requests, deadlines and follow-ups.
- Confident written and verbal communication skills with high levels of discretion and confidentiality when handling client, personal and commercially sensitive information.
- Comfortable using Microsoft Office and maintaining accurate records.
- Professional, approachable and confident dealing with clients and colleagues.
- Committed to high standards, good governance and continuous improvement.
Contact: For more information or to apply please send your CV or contact Lindsey Atkins at Morgan Parkes Recruitment. Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy. Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time.
Client Onboarding Executive in Manchester employer: Morgan Parkes Recruitment Limited Careers
As a leading recruitment agency in the financial services sector, we pride ourselves on fostering a dynamic and supportive work culture that prioritises employee growth and development. With competitive salaries and opportunities available across the UK and offshore locations, we empower our Independent Financial Advisors to thrive in their careers while enjoying the flexibility and autonomy that comes with the role.
Contact Details:
Morgan Parkes Recruitment Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Executive in Manchester
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Morgan Parkes Recruitment Limited Careers. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Morgan Parkes Recruitment Limited Careers before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Onboarding Executive in Manchester
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Morgan Parkes Recruitment Limited Careers:Your cover letter is your chance to shine! Tell us why you want to work at Morgan Parkes Recruitment Limited Careers specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Morgan Parkes Recruitment Limited Careers!
How to prepare for a job interview at Morgan Parkes Recruitment Limited Careers
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
