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- Tasks: Support client on-boarding and ensure accurate data entry of financial contracts.
- Company: Dynamic investment management firm with over £3 billion under management.
- Benefits: Competitive salary, hybrid work options, and a supportive team environment.
- Why this job: Join a growing firm and make a real impact in client operations.
- Qualifications: 2+ years in financial services, knowledge of CRM systems, and UK regulations.
- Other info: Inclusive workplace committed to diversity and career growth.
The predicted salary is between 28000 - 32000 £ per year.
A growing investment management firm is looking for a Client On-Boarding Analyst to join their Client Operations team on a 6 month fixed term contract. They have over £3 billion under management with a diverse range of investment strategies over various sectors. Your role will be supporting the wider team and will play a vital role in the accurate and timely data entry of financial contracts.
Key Responsibilities:
- Assist in the on-boarding process for new clients, providing guidance and support as needed to ensure a seamless experience.
- Be responsible for the accurate input of lease and loan contract data into the new operations system.
- Collaborate closely with internal teams, including Compliance, Client Services and Sales, to facilitate smooth operations and address client needs effectively.
- Ad hoc and supporting role where required to ensure the smooth running of the whole Client Operations department.
- Conducting data verification and quality assurance checks to ensure alignment with contract terms.
About you:
- Minimum of 2 years of experience in a similar role within Financial Services, ideally within leasing or loans is key.
- In-depth knowledge of application processing, handling large volumes of retail applications.
- Experience with CRM systems, preferably Salesforce, would be beneficial.
- Solid understanding of UK Regulations for Know Your Client and Anti Money Laundering rules.
- Ability to work autonomously and collaboratively within a fast-paced, dynamic environment.
- Proactive and self-motivated.
If you have relevant experience, fit the above criteria, and are looking for an exciting, rewarding, and challenging new role, please apply today. We will be reviewing CVs throughout the process so please apply as soon as you can. We are committed to ensuring the entire process is inclusive and accessible for all candidates who fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage. At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Client Analyst in England employer: Trace | Expert Accountancy & Finance Recruitment
Contact Detail:
Trace | Expert Accountancy & Finance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Analyst in England
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how your experience aligns with their needs. This will help you stand out and show you're genuinely interested.
✨Tip Number 3
Practice your interview skills with friends or family. Get comfortable answering common questions and discussing your experience. The more you practice, the more confident you'll feel when it counts!
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills. Plus, it shows you're serious about joining our team. So, get those applications in!
We think you need these skills to ace Client Analyst in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Analyst role. Highlight your relevant experience in financial services, especially in leasing or loans, and showcase your skills with CRM systems like Salesforce.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your understanding of UK regulations and how you can contribute to the smooth operations of the Client Operations team.
Showcase Your Attention to Detail: Since the role involves accurate data entry and quality assurance checks, make sure to highlight any previous experiences where your attention to detail made a difference. We love candidates who can spot the little things!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Trace | Expert Accountancy & Finance Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial contracts, especially lease and loan agreements. Familiarise yourself with the specific regulations like KYC and AML, as these will likely come up during the interview.
✨Show Your Team Spirit
Since collaboration is key in this role, be ready to discuss examples of how you've worked effectively with other teams in the past. Highlight any experiences where you’ve supported client services or compliance teams.
✨Be Data Savvy
As a Client On-Boarding Analyst, you'll be handling a lot of data entry. Prepare to talk about your experience with CRM systems, particularly Salesforce, and any processes you’ve implemented to ensure data accuracy.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s operations and the Client Operations team. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
