At a Glance
- Tasks: Support client onboarding and reviews, ensuring compliance and operational excellence.
- Company: Join a leading Wealth and Asset Management firm in London.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to contribute to regulatory projects and enhance client onboarding processes.
- Why this job: Make a real impact on client experiences while driving process improvements.
- Qualifications: Detail-oriented with experience in Client Due Diligence and strong problem-solving skills.
The predicted salary is between 31500 - 38500 £ per year.
- Client Account Management Team - Onboarding & Reviews Analyst
- Wealth and Asset Management
- Analyst/Executive/Investment Analyst
- Full time
- London
- United Kingdom
- Client Account Management Analyst – Client Account Management Team
The Client Account Management Team is responsible for the onboarding , ongoing maintenance, and periodic reviews of client accounts.
As part of the Infrastructure Team reporting into the COO, the team plays a critical role in ensuring regulatory compliance and operational excellence.
Overview of Role
We are seeking a proactive and detail-oriented Analyst to join our team.
This role will support the Account Opening and Periodic Review Teams in managing client lifecycle events, including changes in circumstances and ongoing screening.
The role will also support in driving process efficiencies and expected to contribute to continuous improvement initiatives, regulatory remediation projects, and system enhancements that support a seamless client experience across the client lifecycle.
Key Responsibilities
- Review and approve documentation for client changes (e. g. directors, trustees, jurisdictions, beneficial owners), assessing associated risk factors
- Assess daily screening results, provide discounting rationale, and escrow cases to Compliance as needed
- Work directly within client teams to lead on client onboardings and periodic reviews
- Maintain accurate records to ensure a clear audit trail of all work completed
- Operational Support
- Guide Client Teams on documentation requirements for client changes
- Ensure adherence to internal policies and regulatory standards
- Set an example in applying strict controls and consistency to prevent regulatory breaches
- Contribute to continuous improvement initiatives, regulatory remediation projects, and system enhancements that support a seamless client experience
- Change & Project Management
- Support regulatory remediation exercises, process improvement initiatives, and system implementations
- Review and validate static data amendments to ensure compliance with internal and external obligations
- Identify and implement process efficiencies to enhance the client onboarding experience
- Support centralised regulatory projects and team-wide initiatives
- Manage and prioritise personal workload while assisting colleagues as needed
- Act as a key driver of change, contributing ideas to improve procedures and controls
- Experience in Client Due Diligence within financial services; wealth management preferred
- Proactivity and desire to work within client facing teams, working at pace and with agility
- Interest in operational efficiency
- Strong problem-solving skills and attention to detail
- Excellent communication, organisational, and time management skills
- Proficiency in Excel and Microsoft Office
- #J-18808-Ljbffr
Client Account Management Team - Onboarding & Reviews Analyst employer: Rothschild & Co
Rothschild & Co is an exceptional employer, offering a dynamic and supportive work culture that fosters professional growth and development. As a Summer Analyst in London, you'll gain invaluable hands-on experience in ECM & GP Solutions, with access to extensive training and networking opportunities that can lead to a permanent role post-graduation. The company's commitment to nurturing talent and providing meaningful work makes it an attractive choice for ambitious students seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Management Team - Onboarding & Reviews Analyst
✨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 Rothschild & Co. 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 Account Management Team - Onboarding & Reviews Analyst
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 Rothschild & Co.
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 Rothschild & Co'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 Rothschild & Co
✨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 Rothschild & Co.
✨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 Rothschild & Co 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 Rothschild & Co 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.
