Wealth Client Services Specialist

Lloyds Banking Group; Leeds; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Generous holiday entitlement

Private Medical Insurance

Life Insurance

Health Screening

Matched pension up to 15%

Flexible/hybrid working

Job summary

Lloyds Banking Group is seeking a Client Services Associate to enhance the client-adviser relationship with timely, high-standard responses and proactive client contact. You will support Personal Wealth Advisers, manage diaries, and maintain confidential client records while ensuring regulatory compliance in a fast-paced environment.

The role emphasizes client-centric service, strong communication, and collaboration across teams, with flexible/hybrid working arrangements and a competitive

Qualifications

• Strong communication skills with ability to explain information clearly.
• Client-centric approach to anticipating and addressing needs.
• Attention to detail in handling client data and documents.
• Effective problem-solving to resolve client issues.
• Excellent time management to meet deadlines.
• Adaptability to changing client needs and industry trends.
• Teamwork and collaboration across departments.

Responsibilities

• Proactively contact clients to understand their needs and provide support.
• Assist Personal Wealth Advisers by diary management and relationship-building.
• Support clients and advisers with goals and objectives.
• Handle client inquiries efficiently while maintaining high service levels.
• Maintain accurate and confidential client records and ensure regulatory compliance.

Skills

Strong communication

Client centricity

Attention to detail

Problem-solving

Time management

Adaptability

Teamwork

Job description

Lloyds Banking Group is seeking a Client Services Associate to enhance the client-adviser relationship with timely, high-standard responses and proactive client contact. You will support Personal Wealth Advisers, manage diaries, and maintain confidential client records while ensuring regulatory compliance in a fast-paced environment.

The role emphasizes client-centric service, strong communication, and collaboration across teams, with flexible/hybrid working arrangements and a competitive