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.
Diverse and talented, with exceptionally high professional standards and a passion to deliver the very best for our clients, our people are our most vital asset. Rewarding and challenging, Arbuthnot Latham prides itself on encouraging colleagues to reach their full potential within a supportive and progressive environment.
Our two-year Apprenticeship programme is designed to provide you with the skills and experience to help you progress your career and contribute to Arbuthnot Latham’s continuing success. It will be delivered in on-the-job learning which aligns to your BPP Level 3 Senior Financial Customer Advisor. On successful completion of the programme, your training, experience and your Level 3 external qualification will set you with excellent career prospects.
The programme is designed for students completing A level or equivalent education in 2024 or 2025 looking for their first professional role.
During the programme, you can expect to:
- Cover administrative support to the Front Office, enabling them to offer a first-class service when offboarding clients, managing switch out requests, full and sub account closures and maintaining client static data throughout the end of the banking relationship.
- This area requires 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 and become a ‘subject matter expert’ on the account closure process.
To place the interests of customers 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.
Client Service
Review account closure requests and use relevant information to close sub and full accounts and remove online banking access to the agreed standards of formatting within the agreed Service Level Agreements.
- Communicate with Private/Commercial Bankers with updated progress on the offboarding of the client.
- Manage Current Account Switching cases and monitor the progress daily to ensure completion.
- Communicate verbally and in written format with clients during the offboarding process.
- 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 Team inboxes are monitored and actioned accordingly.
- All client documentation is archived in line with regulatory requirements and support is provided to the business.
- 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
- Clients
- Third party suppliers