Onboarding Specialist: ICD Portal & New Accounts
Onboarding Specialist: ICD Portal & New Accounts

Onboarding Specialist: ICD Portal & New Accounts

Full-Time 28800 - 48000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Guide clients through the onboarding process and ensure a seamless experience.
  • Company: Leading global trading firm in the UK with a focus on electronic trading.
  • Benefits: Professional growth opportunities in a dynamic and supportive environment.
  • Why this job: Join a team that values strong relationships and client satisfaction.
  • Qualifications: Background in customer service and an undergraduate degree in Business or Finance.
  • Other info: Exciting career path in a fast-paced industry.

The predicted salary is between 28800 - 48000 Β£ per year.

A leading global trading firm in the United Kingdom seeks a Client Onboarding Associate to support the New Accounts Team. The role involves guiding clients through the onboarding process, ensuring a seamless experience, and maintaining strong relationships with internal teams.

The ideal candidate will have a background in customer service and an undergraduate degree in Business or Finance. This position offers opportunities for professional growth in a dynamic environment focused on electronic trading.

Onboarding Specialist: ICD Portal & New Accounts employer: Tradeweb

As a leading global trading firm in the United Kingdom, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. Our commitment to professional development ensures that as an Onboarding Specialist, you will have ample opportunities for growth while working alongside talented individuals in a fast-paced environment focused on electronic trading. Join us to be part of a team that values your contributions and supports your career aspirations.
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Contact Detail:

Tradeweb Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Onboarding Specialist: ICD Portal & New Accounts

✨Tip Number 1

Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and maybe even a referral!

✨Tip Number 2

Prepare for the interview by practising common questions related to client onboarding and customer service. We want to show that we can handle any situation with ease!

✨Tip Number 3

Showcase our communication skills during the interview. Since this role is all about guiding clients, let’s demonstrate how we can explain complex processes in a simple way.

✨Tip Number 4

Don’t forget to follow up after the interview! A quick thank-you email can keep us fresh in their minds and show our enthusiasm for the role.

We think you need these skills to ace Onboarding Specialist: ICD Portal & New Accounts

Customer Service
Client Relationship Management
Onboarding Process Knowledge
Business Acumen
Finance Knowledge
Communication Skills
Attention to Detail
Problem-Solving Skills
Team Collaboration
Adaptability
Organisational Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your customer service experience and any relevant qualifications. We want to see how your background aligns with the role of an Onboarding Specialist, so don’t be shy about showcasing your skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our New Accounts Team. Keep it engaging and personal – we love to see your personality come through.

Showcase Your Communication Skills: As an Onboarding Specialist, strong communication is key. In your application, highlight examples where you've successfully guided clients or collaborated with teams. This will help us see how you can maintain those strong relationships we value.

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take that extra step!

How to prepare for a job interview at Tradeweb

✨Know the Onboarding Process Inside Out

Make sure you understand the client onboarding process thoroughly. Research common challenges clients face and think about how you would address them. This will show your potential employer that you're proactive and ready to provide a seamless experience.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you've excelled in customer service. Highlight situations where you resolved issues or improved client satisfaction, as this role heavily relies on maintaining strong relationships with clients and internal teams.

✨Familiarise Yourself with Electronic Trading

Since the firm focuses on electronic trading, it’s beneficial to have a basic understanding of how it works. Brush up on relevant terminology and trends in the industry. This knowledge will demonstrate your enthusiasm for the role and your commitment to professional growth.

✨Ask Insightful Questions

Prepare thoughtful questions to ask during the interview. Inquire about the team dynamics, the tools they use for onboarding, or how success is measured in this role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.

Onboarding Specialist: ICD Portal & New Accounts
Tradeweb

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