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- Tasks: Ensure new clients are onboarded smoothly and manage existing client information.
- Company: Leading asset management firm in the UK with a focus on excellence.
- Benefits: Gain valuable experience in client operations and work in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Attention to detail and experience in client operations are essential.
- Other info: 12-month fixed-term contract with opportunities for growth.
The predicted salary is between 30000 - 42000 £ per year.
A leading asset management firm in the UK is seeking a Client Onboarding Associate for a 12-month FTC. You will play a key role in ensuring new and existing clients are set up accurately and efficiently.
Responsibilities include:
- Processing client setups
- Managing existing client information
- Ensuring smooth workflows with internal teams
Attention to detail and experience in client operations are essential. This role upholds principles of Client, Excellence, People, and Integrity.
Wealth Client Onboarding Specialist (12-Month FTC) in Northwich employer: Sanderson Recruitment
Contact Detail:
Sanderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Client Onboarding Specialist (12-Month FTC) in Northwich
✨Tip Number 1
Network like a pro! Reach out to people in the asset management industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insights that might just land you that interview.
✨Tip Number 2
Prepare for the interview by researching the company’s values and recent projects. We want to see how you align with their principles of Client, Excellence, People, and Integrity. Show them you’re not just a fit on paper but also in spirit!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client operations and attention to detail. We recommend doing mock interviews with friends or using online platforms to boost your confidence.
✨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 Wealth Client Onboarding Specialist (12-Month FTC) in Northwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client operations and attention to detail. We want to see how your skills align with the role of a Wealth Client Onboarding Specialist, so don’t hold back!
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 embody our principles of Client, Excellence, People, and Integrity. Let us know what makes you the perfect fit!
Showcase Your Attention to Detail: Since this role requires precision, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you’ve got that covered!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Client Operations
Make sure you brush up on your knowledge of client onboarding processes and operations. Familiarise yourself with the specific requirements and regulations in asset management, as this will show your understanding of the industry and the role.
✨Demonstrate Attention to Detail
Since attention to detail is crucial for this position, prepare examples from your past experiences where your meticulousness made a difference. Be ready to discuss how you ensure accuracy in client setups and manage information effectively.
✨Showcase Your Teamwork Skills
This role involves working closely with internal teams, so be prepared to talk about your experience collaborating with others. Share specific instances where you contributed to a smooth workflow and how you handle communication within a team.
✨Emphasise Your Values
The firm values Client, Excellence, People, and Integrity. Think about how these principles resonate with you and prepare to discuss how you embody them in your work. This will help you connect with the company's culture during the interview.
