Lloyds Wealth seeks an onboarding support specialist to enhance client onboarding, document handling, and account opening in a national role. You will ensure SLAs are met and information from third parties is processed accurately for a smooth client journey.
The role focuses on onboarding, switches & transfers, and financial plan support, with emphasis on client-centric service and efficiency. Flexible working options are available.
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Client Onboarding Specialist in Leeds employer: Lloyds Wealth
Lloyds Wealth is an exceptional employer, offering a dynamic work culture that prioritises employee development and well-being. As a Personal Wealth Adviser in Aberdeen, you will enjoy the benefits of flexible working arrangements, uncapped bonuses, and access to a wealth of resources from the UK's largest banking group, ensuring you can provide top-notch service to your clients while advancing your career in a supportive environment.
