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For Companies At a Glance
- Tasks: Manage the onboarding process for clients and ensure a seamless experience.
- Company: Join a leading financial services provider with a focus on client satisfaction.
- Benefits: Professional development support, competitive salary, and a collaborative work environment.
- Why this job: Become a subject matter expert while making a real difference in client relationships.
- Qualifications: Experience in banking or financial services and strong communication skills.
- Other info: Opportunity for career growth and continuous learning in a dynamic setting.
The predicted salary is between 36000 - 60000 £ per year.
Join us as an Onboarding Advisor
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This key role will see you managing the end-to-end onboarding process for new and existing clients
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You’ll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various products
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This is an opportunity to become a subject matter expert and develop your career with professional qualifications which we’ll support you with
What you\’ll do
As an Onboarding Advisor, you will play a critical role in ensuring the integrity and compliance of new customer relationships by verifying identity and performing thorough due diligence checks. In this role you\’ll be working on a range of CDD operational tasks. You may support either Mettle, our business banking proposition, or Boxed, our banking-as-a-service (BaaS) proposition, or both.
Day-to-day, you’ll be:
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Ensuring that you follow all regulatory and NatWest Bank and NatWest Boxed standards, policies and operational procedures
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Maintaining accurate record keeping and manage your workflow across various workstreams across CDD
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Owning your self-development and ensure you actively participate in training and accreditation
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Communicating clearly and with empathy both internally within the organisation and externally with customers, clients and stakeholders
The skills you\’ll need
We’re looking for someone with experience of working in a bank or financial services role.
Additionally, you’ll demonstrate:
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Experience of providing a high level of client service
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An understanding of onboarding and KYC processes
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The ability to carefully review and verify documents, to ensure all information is accurate and complete.
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Strong verbal and written communication skills
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Familiarity with software and tools to efficiently process and maintain client records in a CDD environment.
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Onboarding Advisor employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and financial services sector. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by practising common questions related to onboarding and KYC processes. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your client service skills during interviews. Share specific examples of how you've provided excellent service in past roles. This will demonstrate your ability to communicate clearly and empathetically, which is key for an Onboarding Advisor.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Onboarding Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant banking or financial services experience, especially around onboarding and KYC processes. 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 the Onboarding Advisor role and how your background makes you a perfect fit. Don’t forget to mention your client service experience and communication skills!
Showcase Your Attention to Detail: Since this role involves verifying documents and ensuring compliance, it's crucial to demonstrate your attention to detail. In your application, mention specific examples where you've successfully managed accuracy in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at NatWest Group
✨Know Your Onboarding Processes
Familiarise yourself with the onboarding and KYC processes relevant to the role. Be prepared to discuss your understanding of these processes and how they ensure compliance and integrity in client relationships.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you provided exceptional client service. Highlight how you communicated clearly and empathetically, as this is crucial for the Onboarding Advisor role.
✨Demonstrate Attention to Detail
Be ready to discuss how you verify documents and maintain accurate records. You might even want to bring a few examples of how you've successfully managed workflows in previous roles to illustrate your attention to detail.
✨Engage in Self-Development
Express your commitment to self-development and continuous learning. Mention any relevant training or qualifications you’ve pursued, and be open about your eagerness to participate in further training offered by the company.