At a Glance
- Tasks: Oversee client onboarding processes and ensure compliance with regulations.
- Company: Join the UK's top 10 fastest growing accountancy firm with a legacy since 1881.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth and teamwork.
- Why this job: Make a real impact by helping clients navigate challenges and seize opportunities.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 37800 - 46200 £ per year.
In a world that is constantly evolving we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference.
At S&W our mission is to help navigate challenges, unlock potential, and achieve the extraordinary.
As the UK’s top 10 fastest growing accountancy firm, we’ve been there, as a trusted partner, helping businesses and individuals meet challenges and seize opportunities across generations.
Since 1881, we’ve been a trusted partner, building a legacy on expertise, simplicity, and an unrelenting commitment to client success.
Our specialists provide an extensive range ofservices from tax and accountancy, advisory and assurance, to corporate finance and restructuring, helping businesses and individuals both in the UK and internationally meet challenges and seize opportunities.
We are a brand built on expertise, driven by ambition, and defined by our purpose - to help our clients navigate complexity and create opportunity.
Job Description
Job Purpose
To perform the daily duties, checking and general processing of all Client Onboarding functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements.
The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
Responsibilities
- Assist the Head of Client Onboarding in daily responsibility for oversight of the team ensuring that:
- All team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales.
- Appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.
- Provide technical advice to assist in resolving complex issues or queries which arise within the team.
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times.
- Act as an alternate contact for the department on Group wide projects and initiatives.
- Support management in ensuring that systems, processes and controls are in place and are fit for purpose.
- Support management in ensuring that team procedures are documented, periodically reviewed and updated.
- Support the Head of Client Onboarding in the implementation of the risk and control matrix.
- Work with management to review business initiatives, policies and products from an operational perspective to ensure that they are fully supportable.
- Provide technical assistance to the change management programme relevant to your area and actively manage the development and delivery of changes to operational and systems infrastructure.
- Prepare accurate and comprehensive management information within the timescales agreed.
- Regularly complete Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role highlighting to the senior manager.
- Ensure that all dealings with internal / external clients are conducted professionally and that requests are dealt with in a timely and effective manner and takes responsibility to resolve.
- Lead by example displaying strong values and beliefs and a commitment to encouraging individuals to put the client at the front of everything that they do.
- Appropriate Management Information Report, Key Performance Indicators, Key Risk Indicators (KRI) in place and updated by due dates.
- Be able to explain the divisional strategy, demonstrating how business should be conducted to achieve the desired goals.
Qualifications
- Significant operations experience gained within financial services.
- Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations.
- Demonstrable experience of supervising the work of more junior members of staff.
- Experience of managing a team desirable, although not essential
- Professional Qualifications and Education
- No specific degree classification is required.
Relevant experience in client onboarding, AML/KYC, compliance, financial services, professional services or case management will be considered.
- Case ownership and delivery focus
- Persuading and influencing
- Client communication and ability to explain technical concepts simply
- Stakeholder management and constructive challenge
- Attention to detail and quality assurance
- Teamwork
- Leadership
- Sound judgement, risk awareness and continuous improvement
- Additional Information
- Enthusiasm and drive - to drive sales and business development process with colleagues
- Collegiate - A team player with the ability to work cooperatively with colleagues at all levels
- Communication - ability to clearly articulate internally and externally to achieve objectives
- Persuading and influencing - to gain approval and support of fee earning Partners and staff
- Excellent communication skills are essential - a demonstrably high level of written and spoken English
- Resilience and enthusiasm
- #J-18808-Ljbffr
Client Onboarding Manager in Liverpool employer: SW Group
At S&W, we pride ourselves on being one of the UK’s top 10 fastest-growing accountancy firms, offering a dynamic and entrepreneurial work environment that fosters professional growth and collaboration. Our commitment to employee development is reflected in our comprehensive benefits package, including private medical insurance, generous holiday allowances, and fully funded training towards professional qualifications. Join us in a culture that values diversity and inclusion, where you can thrive while making a meaningful impact in the real estate sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Manager in Liverpool
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like SW Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from SW Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like SW Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Onboarding Manager in Liverpool
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in SW Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show SW Group how you can be a team player!
How to prepare for a job interview at SW Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with SW Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with SW Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
