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- Tasks: Support the Front Office with client offboarding and account closures.
- Company: Join Arbuthnot Latham, a historic bank blending tradition with modern tech since 1833.
- Benefits: Enjoy agile working, competitive salary, health cover, and flexible benefits.
- Why this job: Be part of a team focused on client satisfaction and operational excellence in a supportive environment.
- Qualifications: Experience in finance is a plus; strong communication and attention to detail are essential.
- Other info: Opportunity for growth through cross-training and mentoring within a collaborative team.
The predicted salary is between 28800 - 43200 £ per year.
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.
This role will be based in our Bristol office as we are currently establishing a new function dedicated to Client Offboarding.
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.
Provide a high degree of service excellence and a keen attention to detail. Some information processed may be sensitive and discretion is expected at all times. You will need to be able to work quickly and efficiently, with minimal supervision.
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.
Key Responsibilities:
- Review account closure requests and use relevant information to close accounts and disable online banking to the agreed standards of formatting within the agreed Service Level Agreements
- Communicate with Private/Commercial Bankers with updatedprogress on the offboarding of the client
- Communicate verbally and in written format 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 the agreed Service Level Agreements
- Proactively engage with all teams across the Arbuthnot Latham business to ensure client needs are understood and delivered
- The Offboarding Team inbox is monitored and actioned accordingly
- All client documentation is archived 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
- Ensuring all client documentation is saved in one central place (Document Management System)
- Report any system faults and ensures a speedy recovery of service
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
- Actively help and support colleagues within the immediate team and wider Banking Operations Department
- Proactively 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 Latham
- Represent the team in testing enhancements or project meetings as and when required by the Offboarding and Middle Office Support Manager.
Key Interfaces:
- Front office staff of all levels
- Third party suppliers
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
- Enthusastic and dependable
- Able to multi task to meet deadlines/manage time
- High level of professionalism at all times
Competencies:
- Client Focus
- Team Working
- Attention to Detail
- Working Proactively
- Planning & Reviewing
- Communication and Confidence
Life, Work and Benefits
Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.
- Agile working
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4x Life Assurance
- Income Protection scheme
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
- Flexible benefits
Offboarding, Operations Assistant in Bristol employer: ARBUTHNOT LATHAM & CO., LIMITED
Contact Detail:
ARBUTHNOT LATHAM & CO., LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Offboarding, Operations Assistant in Bristol
✨Tip Number 1
Familiarize yourself with the regulations surrounding the financial industry, especially Anti-Money Laundering and Data Protection Act. This knowledge will not only help you in the role but also show your commitment to compliance during the interview.
✨Tip Number 2
Highlight any previous banking experience you have, particularly in client servicing. Be ready to discuss specific examples of how you've managed client relationships or handled sensitive information in the past.
✨Tip Number 3
Demonstrate your attention to detail by preparing for potential scenarios you might encounter in the offboarding process. Think about how you would handle account closures or switching requests efficiently and accurately.
✨Tip Number 4
Showcase your communication skills by practicing how you would explain complex processes to clients clearly and concisely. Being able to convey information effectively is crucial in this role.
We think you need these skills to ace Offboarding, Operations Assistant in Bristol
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Offboarding, Operations Assistant position. Understand the key responsibilities and required skills, especially focusing on client service excellence and attention to detail.
Tailor Your CV: Customize your CV to highlight relevant experience in banking, client servicing, and any knowledge of regulations like Anti-Money Laundering and Data Protection. Make sure to emphasize your attention to detail and communication skills.
Craft a Strong Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage client offboarding processes and your commitment to providing excellent service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your application is clear, concise, and professional, as this reflects your attention to detail.
How to prepare for a job interview at ARBUTHNOT LATHAM & CO., LIMITED
✨Understand the Role
Make sure you have a clear understanding of the Offboarding Assistant role and its responsibilities. Familiarize yourself with account closure processes, client communication, and the importance of compliance with regulations like Anti-Money Laundering and Data Protection.
✨Showcase Your Attention to Detail
Since this role requires a high level of attention to detail, be prepared to discuss examples from your past experiences where your meticulousness made a difference. Highlight any relevant experience in banking or financial services that demonstrates your ability to handle sensitive information accurately.
✨Demonstrate Excellent Communication Skills
Prepare to showcase your verbal and written communication skills. You may be asked to role-play a client interaction, so practice how you would communicate updates or handle inquiries during the offboarding process.
✨Emphasize Teamwork and Collaboration
This position requires working closely with various teams. Be ready to share examples of how you've successfully collaborated with others in previous roles, and express your enthusiasm for supporting colleagues and contributing to a positive team environment.
