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- Tasks: Assist in client onboarding and ensure accurate data entry of financial contracts.
- Company: Leading financial services firm with a focus on inclusivity and diversity.
- Benefits: Dynamic work environment and opportunity to collaborate with various teams.
- Why this job: Join a team that values diversity while gaining valuable experience in financial services.
- Qualifications: At least 2 years of experience in Financial Services and knowledge of UK regulations.
- Other info: 6-month fixed-term contract with potential for growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm is seeking a Client On-Boarding Analyst to join their Client Operations team on a 6-month fixed-term contract. The role includes assisting in the client onboarding process, ensuring accurate data entry of financial contracts, and collaborating with compliance and client services teams.
Candidates should have at least 2 years of experience in Financial Services and knowledge of UK regulations. This position offers a dynamic work environment with a focus on inclusivity and diversity.
Client On-Boarding Analyst - Investment Management (Hybrid) 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 On-Boarding Analyst - Investment Management (Hybrid) in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client On-Boarding Analyst role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of UK regulations and the client onboarding process. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your 2+ years in Financial Services and any relevant projects you've worked on. Make sure they see how your skills align with their needs.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like the Client On-Boarding Analyst. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Client On-Boarding Analyst - Investment Management (Hybrid) in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Services, especially any roles related to client onboarding. We want to see how your skills align with the job description, so don’t be shy about showcasing relevant achievements!
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 Client On-Boarding Analyst role. We love seeing enthusiasm and a clear understanding of the financial services sector, so let your personality come through.
Showcase Your Knowledge of UK Regulations: Since this role involves compliance, make sure to mention your knowledge of UK regulations in your application. We appreciate candidates who understand the landscape and can navigate it effectively, so don’t hold back on sharing your insights!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Trace | Expert Accountancy & Finance Recruitment
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of UK regulations and financial services. Be ready to discuss how your past experience aligns with the requirements of the role, especially in client onboarding and data entry.
✨Showcase Your Team Spirit
Since this role involves collaboration with compliance and client services teams, be prepared to share examples of how you've successfully worked in a team environment. Highlight your communication skills and how you contribute to a positive team dynamic.
✨Be Detail-Oriented
Accuracy is key in this role, so be ready to demonstrate your attention to detail. You might be asked about specific processes you've followed in previous roles to ensure data accuracy, so have some examples at the ready.
✨Embrace Inclusivity and Diversity
This firm values inclusivity and diversity, so it’s a good idea to reflect on how you can contribute to that culture. Think about experiences where you've supported diverse teams or initiatives and be ready to discuss them.
