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.
* R eview 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 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
Other 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
* Enthusastic 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