Client Services Associate - Onboarding

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.

To facilitate a smooth onboarding experience for clients by providing comprehensive process support, ensuring the preparation and completion of necessary documentation, account opening, and fulfilment processes are executed promptly and accurately, in line with Service Level Agreements (SLAs). The role may focus on one or more of the following teams: client onboarding (account fulfilment), Switches & Transfers (information requests and analysis on 3rd party products) and Report Writing (support with completion of the financial plan). This role emphasises the importance of optimal servicing in client onboarding, highlighting the need for client centricity, precision and efficiency.

Location: National

Type: Fixed Term Contract until 31/12/2027

Salary: £28,045 - £30,849 National, £35,326 - £38,858 London

Key Responsibilities:

• We consistently ensure every action we take benefits our clients, putting them first to provide the best possible experience.
• Collaborate with peers to address capacity challenges, ensuring the team can meet client demands without compromising quality.
• Focus on personal objectives and development activity, pursuing personal professional growth.
• Monitor individual productivity with a clear understanding of expectation and indicators and implementing strategies to maintain or increase efficiency.
• Continuously seek ways to enhance the onboarding process and client and adviser experience.
• Efficiently prepare all required documents for client onboarding, ensuring completeness and accuracy.
• Execute the account opening process, adhering to SLAs and ensuring a seamless experience for clients.
• Review and analyse information received from third parties and advisers to produce outputs that are both client and adviser friendly.
• Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.
• Address and resolve client and adviser requests in a timely and high-quality manner, maintaining strong attention to detail.

Skills Required:

• Attention to Detail: Meticulousness in handling client information and financial documents.
• Problem-Solving: Ability to identify issues and develop effective solutions quickly.
• Time Management: Effectively prioritises tasks to meet service levels and client expectations, ensuring high-quality outcomes.
• Teamwork: Collaborates effectively with colleagues to achieve common goals, fostering a positive and inclusive work environment.
• Communication: Strong verbal and written communication skills to interact clearly with clients and advisers.
• Analytical Thinking: Skill in analysing complex data from various sources to inform decision-making.
• Adaptability: Flexibility to adjust to new information and changing processes.

Key Competencies:

• Commitment to the company’s core values and standards.
• Proactive and client-centric approach to service delivery.
• Collaborative mindset to work effectively with cross-functional teams.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service).
• Financial Advice: Access to free financial advice to help secure your financial future.

We support flexible working: We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.