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For Companies At a Glance
- Tasks: You'll process client paperwork and handle queries while ensuring compliance.
- Company: Join a growing financial services firm near Ipswich, known for professionalism.
- Benefits: Enjoy a supportive work environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team making a real impact in clients' financial journeys.
- Qualifications: Experience in financial services and knowledge of AML and KYC are essential.
- Other info: Flexible working approach is valued; perfect for adapting to new challenges.
The predicted salary is between 30000 - 42000 £ per year.
Our client, a growing and professional financial services business on the outskirts of Ipswich are recruiting for a Financial Services Administrator to join their team. The focus of this role will be around processing clients, dealing with account opening paperwork, quality checking and reviewing all requirements that are carried out. You will be answering clients queries regarding completing onboarding paperwork.
Key Duties & Responsibilities:
Skills & Experience Required:
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on anti-money laundering (AML) and know your customer (KYC) regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Practice your communication skills, both verbal and written. Since the role involves liaising with clients and other teams, being able to convey information clearly and effectively is crucial. Consider role-playing common client scenarios with a friend.
✨Tip Number 3
Showcase your attention to detail by preparing examples from your past experience where you successfully managed documentation or quality checks. Being able to discuss these instances will highlight your suitability for the role.
✨Tip Number 4
Network with professionals in the financial services sector, particularly those who have experience in administration roles. Engaging with them can provide insights into the company culture and expectations, which can be beneficial during your application process.
We think you need these skills to ace Client Liaison Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key duties and responsibilities. Tailor your application to highlight your relevant experience in financial services administration and your knowledge of AML and KYC.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience in financial services administration. Provide specific examples of how you've handled client queries, processed paperwork, and ensured compliance with regulations.
Showcase Communication Skills: Since excellent communication skills are essential for this role, make sure to demonstrate your verbal and written communication abilities in your application. Use clear and concise language, and consider including examples of successful client interactions.
Proofread Your Application: Before submitting your application, thoroughly proofread your documents to ensure there are no spelling or grammatical errors. Attention to detail is crucial for this position, so your application should reflect that quality.
How to prepare for a job interview at Time Appointments
✨Know Your AML and KYC Basics
Since the role involves Anti-Money Laundering (AML) and Know Your Customer (KYC) checks, brush up on these topics. Be prepared to discuss your understanding of the regulations and how they apply to client onboarding.
✨Demonstrate Attention to Detail
This position requires exceptional attention to detail. During the interview, highlight any past experiences where your meticulousness made a difference, especially in processing paperwork or managing records.
✨Showcase Your Communication Skills
As you'll be assisting clients over the phone, it's crucial to demonstrate strong verbal communication skills. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively handled client queries in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of situations where you had to adapt to changing demands or resolve client issues, and be ready to explain your thought process and actions taken.
