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WhiteHat
,
London, Greater London
Client Onboarding Apprentice
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Salary: £19,200 per annum |
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Overview
The Client Onboarding team is positioned within Octopus Investments’ Sales Operations team, overseeing the successful take-on of new clients and new investments. The team work closely with the Sales and Client Relations team to ensure the client experience is as smooth as possible. A typical day Adhering to regulatory requirements Keying in applications Responding to queries via email/phone Working individually and as a team to provide great service to our clients Providing required administrative support to necessary teams Providing assistance on projects and cross-team tasks Diary management You must have Five GCSE grades C - A (4-9) or equivalent, including English and Maths Level 3 qualification (A level, BTEC or equivalent) Good knowledge of IT packages e.g Microsoft Office, Google Docs/Sheets etc. Skills needed General interest in Retail Financial Services, no prior finance experience required Ability to prioritise and multi-task whilst working under pressure Excellent communication skills Problem solving ability Comfortable working as part of a small team and individually Comfortable working to strict deadlines and delivering on specific time constrained mandates Strong work-ethic, comfortable working outside of regular working hours during busy times Strong eye for detail and ability to work precisely and exactly is imperative Perks and benefits: Amazing location Mentor scheme Pension WhiteHat community Training provided: Training on the 18 month Standard Level 3 Business Administration (BA3) apprenticeship. Being a WhiteHat apprentice means access to awesome social events, sports teams, insight/career days with other apprentices to grow your network, as well as your own personal Coach who will guide you through the qualification to help you achieve your full potential. As part of your WhiteHat Apprenticeship, you will have access to our Future Leaders Foundation modules to develop 6 key competencies, underpinned by well-being, self-awareness, motivation, conscientiousness, effectiveness and grit. Future prospects: After your Business Administration apprenticeship progress into HR, Recruitment, Sales, Marketing & PR, Real Estate, Personal Assistant, Office Management, Business Management. Most of the above can be completed in a higher-level qualification. This job was originally posted as www.milkround.com/job/89859743