Client Support Assistant Apprentice

3 weeks ago


London, United Kingdom Arbuthnot Latham Full time

***

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 value-led 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. he 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**
- The Client Support Assistant (CSA) will provide a client focused telephone service, ensuring client queries and requests are handled accurately, efficiently and within agreed service level agreements and appropriate timescales depending on the nature of the client enquiry. This job will support the continued growth of our Banking and Direct Deposit business.**Client service support**
- Client contact by telephone both incoming and outgoing.
- Dealing with client payment requests and ensuring all processes are followed.
- Dealing with internal and external client enquiries with reference to other areas of the Bank as required, including but not limited to:
- Payments
- Online Banking
- Cards
- Fraud
- New business
- Dealing with and distributing requests and queries received via the team’s mailbox.

**General Administration**
- Responsible for keeping client records updated
- Archiving and keeping paper and electronic filing up-to-date
- Assisting in the administration of general office management tasks
- Undertaking project work when required

**Compliance**
- Dealing with clients’ complaints and errors in a timely manner, including following the laid down process for capturing and investigating errors and complaints. Liaising with the relationship manager and team to resolve errors and complaints, and acting as the first point of contact for clients

**Risk**
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

**Key Interfaces**
- Maintain excellent relationships with Relationship Banking Teams, Operations, Treasury, Risk and Compliance and other stakeholders across the business

**Person Specification**

***

**Knowledge/Experience**
- The ability to manage your time effectively and prioritise your work and meet deadlines
- Solid written and verbal communications skills
- Excellent attention to detail and accuracy
- Enthusiastic and self-motivated with the confidence to share ideas and embrace new ways of working
- High competency of Outlook, Microsoft Office & Excel
- High levels of confidentiality, diplomacy, and discretion
- A collaborative, team-based approach

**Person Specification / 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
- Good telephoney skills.
- Strong numerical skills, problem-solving analytics skills
- Willingness to learn a variety of banking systems and tasks
- A “can do” attitude and interest in Financial Services

**Qualifications**
- Educated to GCSE / A-Levels or equivalent

**Competencies**
- Client focus
- Team Working
- Planning & Reviewing
- Communication & Confidence
- Judgement & Problem solving

**About Us**

***

**Work, Life and Benefits**

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



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