At a Glance
- Tasks: Help set up new accounts and portfolios for clients with precision and efficiency.
- Company: Join a leading financial services firm known for its client-focused approach.
- Benefits: Gain industry qualifications, enjoy career growth, and work in a supportive team environment.
- Other info: Opportunity to progress to complex tasks and gain valuable industry certifications.
- Why this job: Be a key player in delivering award-winning service without direct client interaction.
- Qualifications: Experience in client onboarding and knowledge of AML/KYC policies preferred.
The predicted salary is between 27000 - 33000 £ per year.
This role within our Operations Teams offers a chance to be directly involved in helping us deliver our award-winning client-centred service.
Simply put, whenever a new or existing client asks for new accounts or portfolios to be set up, the Client Onboarding team is responsible for ensuring these are done in an accurate and timely manner.
This will involve checking records on multiple bespoke systems as well as preparing and delivering portfolio and client documentation.
This is not a client-facing role. Your main contact will be with other department colleagues.
Further specific details about the role can be found in the job description attached to this advert.
- What we’re looking for
- Previous extensive experience of the end-to-end Onboarding of clients and accounts, ideally within financial services or another regulated industry.
- In depth know-how of AML/KYC policies impact the onboarding journey.
- Experience in working in a multi discipline environment.
- Decision making in regards to acceptance or rejection of new onboarding requests in line with organisational and regulatory requirements
- To manage and own complex case reviews and coordination of feedback to mid/senior stakeholders
- Compose outcome reporting
- Be recognised as subject matter expert within field of onboarding & associated workflows such as AML, regulator requirements
- Be called upon as subject matter expert to consult as required/on demand
- Excellent attention to detail.
- Ability to organise, plan, coordinate, communicate and escalate tasks.
- Excellent time management and organisational skills.
- Proactive and thorough approach to dealing with workload.
- Self-starter who is comfortable working without supervision and as part of a team.
- Willingness to learn new processes and systems.
- Confident user of IT systems, particularly Microsoft Excel.
We would particularly welcome applications from candidates who are interested in, or are already completing the CISI Level 3 Investment Operations Certificate.
What does the future look like?
Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex processing and tasks.
Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.
Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates.
This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.
Client Onboarding Specialist in Leeds employer: NETWORX
Join a prestigious Employment team in Hull, where you will thrive in a collaborative and supportive environment that values high-quality work and strong client relationships. As a Senior Associate, you will have the opportunity to manage a diverse caseload while benefiting from professional development and mentorship from experienced colleagues. Our commitment to employee growth and a positive work culture makes us an exceptional employer for those seeking meaningful and rewarding legal careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Specialist in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NETWORX. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Onboarding Specialist in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NETWORX.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NETWORX's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NETWORX
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NETWORX.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NETWORX will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NETWORX employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
