Role Overview & Mandate
Executive Summary
Job Description Job purpose This role covers...
Reviewed by Compensation & Visa Analysts • Sources: USCIS E-Verify & Home Office CoS
This role covers two critical service areas for the Bank. Both provide excellent administrative support to the Front Office, enabling them to offer a first class service to clients. One is responsible for onboarding new clients, managing switching requests and maintaining client static data throughout the banking relationship; the other provides centralised support to all areas of the Bank in terms of scanning, distribution and archiving of client documentation.
Both service areas require a high degree of service excellence and a keen attention to detail. Some information processed may be sensitive and discretion is expected at all times. You will need to be able to work quickly and efficiently, with minimal supervision and also become a ‘subject matter expert’ on the Document Management system.
Key Responsibilities
Client Service
Client Data
- Review new account packs and use relevant information to open new accounts, order new account stationery and set up online banking to the agreed standards of formatting within the agreed Service Level Agreements
- Communicate with Private/Commercial Bankers with updated progress on the onboarding of the client
- Manage Current Account Switching cases and monitor the progress daily to ensure completion
- Monitor incoming client data requests and complete accurately in line within the agreed Service Level Agreements
- Proactively engage with all teams across the Arbuthnot Latham business to ensure client needs are understood and delivered
- Relevant client related post is either scanned or distributed across the business in a timely manner
- All ad-hoc scanning requests are turned around quickly and efficiently in line with SLAs
- Clearing and banking cheques are scanned in line with set SLAs
- The Document Control Team inbox is monitored and actioned accordingly
- Provide day to day support to all business areas on the Document Management system
- All outgoing post is franked accurately and prepared for collection by the relevant postal service
- All returned mail is managed according to bank policy
- Filing is regularly maintained
- All client documentation is archived in line with regulatory requirements
- Generate and deliver continuous improvement to processes to enhance client service
- Ensure all operational guidelines are prepared, followed and maintained
- Contribute to projects using relevant expertise to enhance the delivery and output to benefit the client and business
- Ensuring all client documentation is saved in one central place (Document Management System)
- Provide cover across both teams when required
- Report any system faults and ensures a speedy recovery of service
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
- Actively help and support colleagues within the immediate team and wider Banking and Treasury Operations Department
- Proactively seek business overviews, cross training, coaching or mentoring that will either enhance your deliverables to the end client and/or your own progression within Arbuthnot Latham
- Represent the team in testing enhancements or project meetings as and when required by the Client Data & Document Control Team Manager
Key Interfaces
- Front office staff of all levels
- Third party suppliers
Knowledge / Experience
- Experience and knowledge of the regulations required for working within the Financial Industry in particular Anti-Money Laundering and Data Protection Act desirable
- Previous banking experience desirable
- Knowledge and experience of servicing private client business and understanding the requirements and expectations of the HNW market - desirable
- Proven ability to transfer data accurately required
- High level of attention to detail.
- Excellent communication skills both written and verbal with clients, providers and senior management coupled with a high level of confidentiality, diplomacy and discretion
- Good system skills with experience of Microsoft office
- Team working - it is essential that all staff members have a strong team player focus
- Enthusiastic and dependable
- Able to multi task to meet deadlines/manage time
- High level of professionalism at all times
Competencies
- Client Focus
- Team Working
- Attention to Detail
- Working Proactively
- Planning & Reviewing
- Communication and Confidence
Work, Life and Benefits
Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.
At Arbuthnot Latham we offer:
- Agile working
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4 x Life Assurance
- Income protection scheme
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
- Flexible benefits
