Client Services Associate - Flexible, Impactful Onboarding

Lloyds Banking Group; Leeds; On-site; GBP 28,000 - 39,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Insurance

Health Screening

Matched Pension up to 15%

Flexible Cash Allowance

Dental Cover

Paid Sabbatical

Gym Membership

Menopause Support

Bonus Opportunity

Free Financial Advice

Job summary

Lloyds Banking Group, through Lloyds Wealth, is recruiting to support national client onboarding and financial planning services under a fixed-term contract until 31/12/2027. The role emphasizes accuracy, client-centric service, and collaboration with advisers.

Key responsibilities include document preparation, account openings, information analysis, and supporting financial plans, with a focus on meeting SLAs and delivering a seamless client experience.

Responsibilities

• Ensure client onboarding and account opening processes are efficient and accurate.
• Collaborate with advisers to address capacity challenges while maintaining quality.
• Monitor progress toward personal objectives and development activities.
• Track productivity with clear indicators and implement efficiency improvements.
• Seek ways to improve onboarding and adviser experience continually.
• Prepare all required documents for client onboarding with completeness and accuracy.
• Review information from third parties and advisers to produce client-friendly outputs.
• Assist in completing financial plans aligned with client goals and adviser guidance.
• Respond to client and adviser requests promptly with high-quality service.

Skills

Attention to Detail

Problem-Solving

Time Management

Multitasking

Teamwork

Communication

Analytical Thinking

Adaptability

Job description

Lloyds Banking Group, through Lloyds Wealth, is recruiting to support national client onboarding and financial planning services under a fixed-term contract until 31/12/2027. The role emphasizes accuracy, client-centric service, and collaboration with advisers.

Key responsibilities include document preparation, account openings, information analysis, and supporting financial plans, with a focus on meeting SLAs and delivering a seamless client experience.