Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
To provide excellent administrative support to the Front Office, enabling them to offer a first class service to clients. Responsible for account closures and offboarding clients, managing switching out requests and updating/archiving client static data at the end of their banking relationship.
To place the interests of clients at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.
- Review account closure requests and use relevant information to close accounts and disable online banking to the agreed standards of formatting within Service Level Agreements
- Communicate with Private/Commercial Bankers to update progress on the offboarding of the client
- Communicate verbally and in writing with clients during the offboarding process
- Manage Current Account Switching cases and monitor the progress daily to ensure completion
- Monitor incoming requests and complete accurately in line within Service Level Agreements
- Proactively engage with all teams across Arbuthnot Latham to ensure client needs are understood and delivered
- Monitor and action the Offboarding Team inbox
- Archive client documentation in line with regulatory requirements
- Operational Excellence
- Generate and deliver continuous improvement to processes to enhance client service
- Ensure all operational guidelines are prepared, followed and maintained
- Contribute to projects using relevant expertise to enhance the delivery and output to benefit the client and business
- Ensure all client documentation is saved in one central place (Document Management System)
- Report any system faults and ensure a speedy recovery of service.
Actively help and support colleagues within the immediate team and wider Banking Operations DepartmentProactively seek business overviews, cross training, coaching or mentoring that will either enhance your deliverables to the end client and/or your own progression within Arbuthnot LathamOther
Duties
- Provide cross-team support to wider Client Data & Document Control team as required to manage fluctuations in Offboarding and CDT/DCT workloads.
- Risk
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
- Key Interfaces
- Front office colleagues at all levels of the organisation
- Third party suppliers
- Person Specification
- Knowledge / Experience/
Skills
- Experience and knowledge of the regulations required for working within the Financial Industry in particular Anti-Money Laundering and Data Protection Act desirable
- Previous banking experience desirable
- Knowledge and experience of servicing private client business and understanding the requirements and expectations of the HNW market – desirable
- Proven ability to transfer data accurately required
- High level of attention to detail
- Excellent communication skills both written and verbal with clients, providers and senior management coupled with a high level of confidentiality, diplomacy and discretion
- Good system skills with experience of Microsoft office
- Excellent telephone manner
- Team working - it is essential that all staff members have a strong team player focus
- Enthusiastic and dependable
- Able to multi task to meet deadlines/manage time
- High level of professionalism at all times
- Competencies:
- Client Focus
- Team Working
- Working Proactively
- Planning & Reviewing
- Communication and Confidence
About Us
Life, Work and
Benefits
At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth.
Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.
As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind we offer one day a week working from home.
Benefits
- Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
- Pension via market leading provider
- Private Healthcare cover4x Life Assurance
- Discretionary Bonus
- Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers
