Client Services Associate - Onboarding

OpCo Lloyds Wealth Management Limited; Redcar; On-site; GBP 28,000 - 39,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Insurance

Pension up to 15%

Holiday 30 days + bank holidays

Cash Allowance

Bonus Opportunity

Financial Advice

Job summary

Lloyds Wealth is seeking a detail‑focused financial services professional to join the on‑boarding and client intake team on a fixed term contract. Nationally based, you will support account openings, document preparation and information analysis to ensure compliant, accurate client files.

You will work with advisers to improve onboarding experiences, monitor productivity, and respond to client and adviser requests promptly, contributing to efficient service delivery and high‑quality outcomes.

Qualifications

• Attention to Detail: Meticulousness in handling client information and financial documents.
• Problem- Solving: Ability to identify issues and develop effective solutions quickly.
• Time Management: Effectively prioritises tasks to meet service levels and client expectations, ensuring high-quality outcomes.
• Demonstrates the ability to manage multiple activities and cases simultaneously while maintaining focus and efficiency.
• Teamwork: Collaborates effectively with colleagues to achieve common goals, fostering a positive and inclusive work environment.
• Demonstrates strong communication skills and a willingness to support team members.
• Communication: Strong verbal and written communication skills to interact clearly with clients and advisers.
• Analytical Thinking: Skill in analysing complex data from various sources to inform decision‑making.
• Adaptability: Flexibility to adjust to new information and changing processes.

Responsibilities

• We consistently ensure every action we take benefits our clients, putting them first to provide the best possible experience.
• Collaborate with peers to address capacity challenges, ensuring the team can meet client demands without compromising quality.
• Focus on personal objectives and development activity, pursuing personal professional growth.
• Monitor individual productivity with a clear understanding of expectation and indicators and implementing strategies to maintain or increase efficiency.
• Continuous Improvement: Continuously seek ways to enhance the onboarding process and client and adviser experience.
• Document Preparation: Efficiently prepare all required documents for client onboarding, ensuring completeness and accuracy.
• Account Opening: Execute the account opening process, adhering to SLAs and ensuring a seamless experience for clients.
• Information Analysis: Review and analyse information received from third parties and advisers to produce outputs that are both client and adviser friendly.
• Financial Plan Support: Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.
• Request Management: Address and resolve client and adviser requests in a timely and high-quality manner, maintaining strong attention to detail.

Skills

Attention to Detail

Problem Solving

Time Management

Multi-tasking

Teamwork

Communication

Analytical Thinking

Adaptability

Job description

Closing Date 22/09/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.

Location

National

Contract

Fixed Term Contract until 31/12/2027

Salary

£28,045 - £30,849 National, £35,326 - £38,858 London

Key Responsibilities

• We consistently ensure every action we take benefits our clients, putting them first to provide the best possible experience.
• Collaborate with peers to address capacity challenges, ensuring the team can meet client demands without compromising quality.
• Focus on personal objectives and development activity, pursuing personal professional growth.
• Monitor individual productivity with a clear understanding of expectation and indicators and implementing strategies to maintain or increase efficiency.
• Continuous Improvement: Continuously seek ways to enhance the onboarding process and client and adviser experience.
• Document Preparation: Efficiently prepare all required documents for client onboarding, ensuring completeness and accuracy.
• Account Opening: Execute the account opening process, adhering to SLAs and ensuring a seamless experience for clients.
• Information Analysis: Review and analyse information received from third parties and advisers to produce outputs that are both client and adviser friendly.
• Financial Plan Support: Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.
• Request Management: Address and resolve client and adviser requests in a timely and high-quality manner, maintaining strong attention to detail.

Skills Required

• Attention to Detail: Meticulousness in handling client information and financial documents.
• Problem- Solving: Ability to identify issues and develop effective solutions quickly.
• Time Management: Effectively prioritises tasks to meet service levels and client expectations, ensuring high-quality outcomes.
• Demonstrates the ability to manage multiple activities and cases simultaneously while maintaining focus and efficiency.
• Teamwork: Collaborates effectively with colleagues to achieve common goals, fostering a positive and inclusive work environment.
• Demonstrates strong communication skills and a willingness to support team members.
• Communication: Strong verbal and written communication skills to interact clearly with clients and advisers.
• Analytical Thinking: Skill in analysing complex data from various sources to inform decision‑making.
• Adaptability: Flexibility to adjust to new information and changing processes.

Key Competencies

• Commitment to the company’s core values and standards.
• Proactive and client-centric approach to service delivery.
• Collaborative mindset to work effectively with cross-functional teams.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may close earlier than the advertised date if a suitable candidate is found.

Benefits

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service).
• Financial Advice: Access to free financial advice to help secure your financial future.

Flexible Working

We support flexible working: We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job‑sharing arrangements. Many colleagues work from home, or in a hybrid way.

Inclusive Opportunities

We embrace individuality and diversity of identity, experience, and thought.

We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities.

We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo‑regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.