Client Onboarding Specialist

Lloyds Wealth; Leeds; Hybrid; GBP 33,000 - 38,000; Full time

Benefits offered by this job

30 days annual leave

Private Medical Insurance

Life Insurance

Health Screening

Pension contribution up to 15%

Cash Allowance

Bonus Opportunity

Financial advice

Job summary

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.

Qualifications

• Attention to detail when handling client information and financial documents.
• Strong problem-solving abilities to identify issues and provide solutions.
• Efficient time management to meet SLAs and client expectations.
• Collaborative mindset to work with peers and cross-functional teams.

Responsibilities

• Ensure onboarding actions benefit clients and provide the best possible experience.
• Collaborate with peers to meet client demands without compromising quality.
• Pursue personal development and performance improvement.
• Monitor productivity with clear metrics and implement efficiency strategies.
• Continuously seek ways to enhance the onboarding process and client/adviser experience.
• Prepare all required documents for client onboarding with completeness and accuracy.
• Execute account opening in line with SLAs for a seamless client experience.
• Review third-party information to produce client- and adviser-friendly outputs.
• Assist in completing financial plans aligning with client goals and adviser guidance.
• Address and resolve client/adviser requests promptly with high attention to detail.

Skills

Attention to Detail

Problem-Solving

Time Management

Teamwork

Communication

Analytical Thinking

Adaptability

Job description

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.