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.
- Review 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