At a Glance
- Tasks: Facilitate client account management and perform due diligence checks.
- Company: Join Quilter plc, a leading name in Financial Services.
- Benefits: Enjoy a supportive hybrid work environment with flexible benefits.
- Other info: Great opportunity for career growth in a dynamic team.
- Why this job: Make a real impact by ensuring compliance and supporting clients.
- Qualifications: 2-3 years' experience in Financial Services and proficiency in Word and Excel.
The predicted salary is between 30000 - 40000 £ per year.
Quilter plc in London is looking for a Client Onboarding and Maintenance Administrator to facilitate client account management. The role involves liaising with Investment Managers and performing due diligence checks, ensuring compliance.
The ideal candidate will have 2-3 years' experience in the Financial Services sector and proficiency in both Word and Excel. A supportive hybrid work environment is offered, as well as a variety of core and flexible benefits.
Client Onboarding & Setup Specialist Hybrid London employer: Quilter plc
Quilter plc is an excellent employer, offering a supportive hybrid work environment in the heart of London, where employees can thrive both professionally and personally. With a strong focus on employee growth opportunities and a comprehensive range of core and flexible benefits, Quilter fosters a collaborative culture that values compliance and excellence in client service, making it an ideal place for those seeking meaningful and rewarding careers in the Financial Services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding & Setup Specialist Hybrid London
✨Tip Number 1
Network like a pro! Reach out to folks in the Financial Services sector, especially those who work at Quilter plc. A friendly chat can open doors and give you insider info about the role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of client onboarding processes. We recommend practising common interview questions related to compliance and due diligence checks to show you're ready for the challenge.
✨Tip Number 3
Show off your Excel and Word skills! During the interview, be ready to discuss how you've used these tools in past roles. We want to see that you can handle the technical side of things with ease.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Onboarding & Setup Specialist Hybrid London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in the Financial Services sector. We want to see how your skills align with the role, so don’t be shy about showcasing your proficiency in Word and Excel!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Onboarding & Setup Specialist role. We love seeing enthusiasm and a clear understanding of what the job entails.
Showcase Relevant Experience:If you've got experience with client account management or liaising with Investment Managers, make sure to highlight that! We’re looking for candidates who can demonstrate their ability to perform due diligence checks and ensure compliance.
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 from us during the process!
How to prepare for a job interview at Quilter plc
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of the Financial Services sector. Be ready to discuss your previous experience and how it relates to client onboarding and account management. This will show that you understand the industry and can hit the ground running.
✨Master Excel and Word
Since proficiency in Word and Excel is a must, practice using these tools before your interview. Be prepared to talk about specific tasks you've completed using them, like creating reports or managing data. This will demonstrate your technical skills and readiness for the role.
✨Showcase Your Communication Skills
As you'll be liaising with Investment Managers, strong communication skills are key. Think of examples where you've successfully communicated complex information or resolved issues. This will highlight your ability to work effectively with clients and colleagues alike.
✨Understand Compliance and Due Diligence
Familiarise yourself with compliance regulations and due diligence processes relevant to client onboarding. Being able to discuss these topics will show that you're not just a fit for the role but also committed to maintaining high standards in client account management.
