At a Glance
- Tasks: Manage new client accounts from setup to activation, ensuring accuracy and compliance.
- Company: Dynamic wealth management firm in Blackpool with a focus on client satisfaction.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Join a collaborative team and enhance your understanding of the wealth management sector.
- Why this job: Be at the forefront of client onboarding and make a real difference in their journey.
- Qualifications: Attention to detail, strong communication skills, and proficiency in Word and Excel.
This role sits at the heart of the client journey, responsible for accurately processing and activating new client accounts on the firm's wealth platform. The successful candidate will ensure every account is set up correctly, efficiently, and in line with both internal policy and regulatory expectation.
What You'll Be Doing
- Taking ownership of new client account reviews from receipt through to activation
- Acting as a go-to contact for investment colleagues with onboarding-related questions, via phone and email
- Working closely with Front Office and Client Due Diligence teams to keep onboarding moving smoothly
- Entering and maintaining client information within the firm's core system, with a strong focus on accuracy
- Carrying out second-checks (4-eye reviews) on colleagues' data entry to catch and correct errors
- Notifying relevant teams and stakeholders once accounts have been successfully opened
- Running and reviewing exception reports to spot and fix data issues before they escalate
- Getting involved in wider data quality and process improvement projects
- Digitising and filing account paperwork accurately and promptly
- Flagging ideas for improving how the onboarding function runs day to day
- Picking up other reasonable tasks as the role and business needs evolve
- Keeping your training and compliance knowledge up to date
- Continuously building your understanding of the wealth management sector
What We're Looking For
- Capability: Able to demonstrate the practical skills and knowledge needed to perform the role competently
- Systems & Process: Comfortable using Word, Excel, and Outlook day-to-day; quick to pick up and confidently use internal platforms and tools; clear understanding of relevant workflows, with a habit of escalating issues early
- Compliance Mindset: Aware of the regulatory framework relevant to the role and consistently works within it, raising any concerns without delay
- Personal Attributes: Meticulous, with a strong eye for detail and consistently accurate output; self-sufficient and comfortable managing your own workload; a clear, confident communicator across all levels
Client Onboarding Coordinator employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Coordinator
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like RGH-Global Limited.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like RGH-Global Limited might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Client Onboarding Coordinator
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at RGH-Global Limited will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at RGH-Global Limited. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give RGH-Global Limited confidence in your short-term commitment to the role.
How to prepare for a job interview at RGH-Global Limited
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with RGH-Global Limited.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure RGH-Global Limited that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
