Operations Apprentice, Client Data - London, United Kingdom - Arbuthnot Latham

Arbuthnot Latham

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

***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.

Diverse and talented, with exceptionally high professional standards and a passion to deliver the very best for our clients, our people are our most vital asset. Rewarding and challenging, Arbuthnot Latham prides itself on encouraging colleagues to reach their full potential within a supportive and progressive environment. Our valueled culture underpins everything we do and we believe that every colleague contributes to the growth and success of the business.

Our 2-year Apprenticeship programme is designed to provide you with the skills and experience to help you progress your career and contribute to Arbuthnot Latham's continuing success.

The programme is designed for students completing college in 2023.

The Apprenticeship Programme will be delivered in on-the-job learning which aligns to your enrolled Apprenticeship course, overviews of other parts of the Bank, exposure to Senior Leaders and opportunities to work on projects.

You will be part of our growing community of apprentices, benefiting from a supportive and collaborative working environment.

Successful completion of the programme and your external accreditation will set you with excellent career prospects and you will be well positioned to have a meaningful career in Arbuthnot Latham.

Job Purpose
As the Operations Apprentice, Client Data & Document Control you will cover 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.

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

Document Control:

Relevant client related post is either scanned or distributed across the business in a timely manner
All adhoc scanning requests are turned around quickly and efficiently in line with Service Level Agreements (SLAs)
Clearing and banking cheques are scanned in line with set SLAs
The Team inboxes are 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 and support is provided ot he business

Operational Excellence:
_- 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

People:
_- Actively help and support colleagues within the immediate team and wider Banking 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

Person Specification
***
Knowledge / Experience

The ability to manage your time effectively and prioritise your work and meet deadlines
Solid written and verbal communications skills
Strong numerical skills, problemsolving analytics skills
Excellent attention to detail and accuracy
Enthusiastic and selfmotivate