Operations Assistant - Client Administration Team

Arbuthnot Latham & Co., Ltd; Exeter; Vor Ort; GBP 24.000 - 32.000; Vollzeit

Benefits dieser Stelle

One day a week working from home

Holiday allowance

Pension

Life Assurance (4x)

Discretionary Bonus

Flexible benefits package

Zusammenfassung

Arbuthnot Latham & Co., Ltd in Exeter seeks a diligent Client Service and Administration professional to support the private and commercial client journey. You will input, check and maintain client records, process inquiries, and liaise with bankers and internal teams, ensuring timely, accurate service.

You will contribute to operational excellence, handle complaints, support projects, and uphold data protection and regulatory standards while working closely with colleagues across the bank.

Qualifikationen

• Very high level of client service at all times.
• Strong administrative and organisational skills.
• Excellent attention to detail and accuracy in data handling.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Ability to manage multiple priorities and deadlines.
• An understanding of banking or financial services is desirable.

Aufgaben

• Deliver outstanding service to clients, bankers and internal stakeholders.
• Input and check data to maintain accurate client records and documentation.
• Process work in a timely fashion within deadlines.
• Handle account administration duties and liaise with Bank areas and clients.
• Address client queries accurately and within service standards.
• Manage correspondence, emails, post and phone enquiries.
• Assist with complaints, errors and service issues, ensuring timely resolution and root-cause analysis.
• Undertake projects and testing support when required.
• Follow procedures, policies and regulatory requirements.

Kenntnisse

Client service

Administrative skills

Attention to detail

Written & verbal communication

Teamwork

Confidentiality

Tools

Microsoft Office

Jobbeschreibung

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.

Job Purpose

• To provide high-quality operational, administrative and client service support across the client journey.
• Provide excellent administrative support to Private and Commercial Bankers through accurate processing, effective risk management and a right-first-time approach. To contribute to the continuous improvement of operational processes.
• Putting our clients at the heart of everything we do, act in a way that is consistent with achieving good outcomes for consumers; and
• Comply with the FCA and PRA's Conduct Rules and scheme rules

Job Description

Client Service and Administration

• Deliver outstanding service to clients, bankers and internal stakeholders.
• Accurate input and checking of data ensuring accurate client records and documentation is maintained.
• Process all work in a timely fashion and within agreed deadlines.
• Dealing with account administration duties and liaising with other areas of the Bank and the client as required.
• Process client queries accurately and within agreed service standards.
• Manage incoming correspondence, emails, post and telephone enquiries.
• Handle issues as they arise, providing excellent client service at all times.
• Assist with complaints, errors and service issues, ensuring timely resolution and root cause analysis.
• Undertaking project work and testing support when required.

Operational Excellence

• Follow operational procedures, policies and regulatory requirements.
• Identify opportunities to improve processes and service delivery.
• Support testing, change initiatives and operational projects.
• Maintain operational manuals and procedure documents.
• Contribute to continuous improvement activities across the department.

Teamwork & Stakeholder Management

• Build effective working relationships across the Bank.
• Collaborate with Front Office, Operations, Treasury, Credit, Risk, Compliance and third-party suppliers.
• Provide support and cover for colleagues across operational teams.
• Participate actively in team meetings, training and knowledge sharing.
• Support cross-training and development activities within Operations.
• Manage risks inherent to the role through compliance with policies, procedures and controls.
• Maintain confidentiality, professionalism and discretion at all times.
• Ensure adherence to regulatory requirements including customer outcomes, anti-money laundering, data protection and lending standards where applicable.
• Escalate issues, incidents or control weaknesses promptly.
• Support the Bank's conduct and consumer duty obligations

Key Interfaces:

• Maintain excellent relationships with Private and Commercial Banking, Operations, Treasury, Risk and Compliance and other stakeholders across the business.
• Interaction with external 3rd party providers.

Person Specification

Knowledge/Experience/Skills:

• Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do.
• Strong administrative and organisational skills.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Good understanding of Microsoft Office applications.
• Ability to manage multiple priorities and meet deadlines.
• Ability to work effectively within a team environment for the benefit of the client, the team and the Bank.
• High levels of confidentiality, professionalism and discretion.
• Good problem-solving and analytical skills.
• Ability to learn and use multiple operational systems.
• An understanding of banking or financial services is desirable.
• Client focus
• Team Working
• Attention to Detail
• Working Proactively
• Communication & Confidence

About Us

Life, Work and Benefits

At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognized as an individual, not just a number, creating a workplace where you truly belong and thrive.

As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind we offer one day a week working from home.

• Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
• Pension via market leading provider
• 4x Life Assurance
• Discretionary Bonus
• Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at [e-mail]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.