At a Glance
- Tasks: Manage new client accounts and ensure smooth onboarding processes.
- Company: Dynamic wealth management firm in Blackpool.
- Benefits: Competitive salary, hands-on experience, and a supportive team environment.
- Other info: Opportunity for growth and involvement in process improvement projects.
- Why this job: Be at the forefront of client interactions and make a real difference.
- Qualifications: Attention to detail, strong communication skills, and proficiency in Word and Excel.
The predicted salary is between 25000 - 27500 £ per year.
Location: Blackpool
Salary: £25,000-£27,500 DOE
Purpose of the Role
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 escape
- 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 (3 month FTC) employer: RGH - Global Ltd
RGH-Global Ltd is an excellent employer, offering a supportive work culture that values professional growth and development. Located in Sheffield, employees benefit from a generous 33 days of annual leave and life assurance, making it an attractive place for those seeking a rewarding career in the legal field.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Coordinator (3 month FTC)
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at RGH - Global Ltd.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like RGH - Global Ltd looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Client Onboarding Coordinator (3 month FTC)
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with RGH - Global Ltd and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at RGH - Global Ltd.
How to prepare for a job interview at RGH - Global Ltd
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
