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- Tasks: Support Investment and Operations teams while ensuring exceptional client service.
- Company: Dynamic financial services firm based in Leeds.
- Benefits: Private medical insurance and additional support programmes.
- Why this job: Join a team that values your skills and offers growth in investment management.
- Qualifications: Experience in investment management with strong interpersonal and numerical skills.
- Other info: Exciting opportunity to make a difference in client onboarding.
The predicted salary is between 30000 - 42000 £ per year.
A financial services firm in Leeds is seeking an experienced Administrator to support both the Investment and Operations teams. You will ensure exceptional service to clients, assist in account onboarding, and produce critical documentation for investment processes.
The ideal candidate has experience in investment management and strong interpersonal and numerical skills.
Benefits include private medical insurance and additional support programs.
Investment & Operations Coordinator | Client Onboarding in Leeds employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment & Operations Coordinator | Client Onboarding in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in investment management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine, so practice common interview questions and think of examples that showcase your interpersonal and numerical skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Investment & Operations Coordinator role. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace Investment & Operations Coordinator | Client Onboarding in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment management and any relevant administrative roles. We want to see how your skills align with the needs of our Investment and Operations teams.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client onboarding and how you can contribute to exceptional service at our firm. Keep it concise but impactful!
Show Off Your Interpersonal Skills: In your application, don’t forget to mention your strong interpersonal skills. We value candidates who can communicate effectively and build relationships with clients and team members alike.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Progeny
✨Know Your Numbers
Brush up on your numerical skills before the interview. Be prepared to discuss financial concepts and demonstrate your understanding of investment management. This will show that you’re not just an administrator but someone who can contribute meaningfully to the Investment and Operations teams.
✨Client-Centric Mindset
Since the role involves client onboarding, think about how you can provide exceptional service. Prepare examples from your past experiences where you went above and beyond for clients. This will highlight your interpersonal skills and commitment to client satisfaction.
✨Documentation is Key
Familiarise yourself with the types of documentation involved in investment processes. Be ready to discuss how you’ve handled similar tasks in previous roles. This will demonstrate your attention to detail and organisational skills, which are crucial for this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client onboarding and investment management. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals. Plus, it gives you a chance to engage with the interviewers on a deeper level.
