Client Support Assistant Apprentice, Exeter

3 weeks ago


Exeter, 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. 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**
- Based in our Exeter Office, 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 and distributing requests and queries received via the team’s mailbox.
- 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

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**
- Experience in client facing or customer service (advantageous)
- Ability to manage your time effectively and prioritise your work and meet deadlines
- Solid written and verbal communications skills
- Strong numerical skills, problem-solving analytics skills
- Excellent attention to detail and accuracy
- Aptitude for learning and willingness to develop
- High level of confidentiality, diplomacy, and discretion
- Collaborative, team-based approach
- Ability to adapt to change and learn new technologies
- Strong interest in financial markets or banking

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

**Competencies**
- Performance Focus
- Customer Focus
- Working Proactively
- Problem Solving & Judgment
- Team Working
- Communication & Confidence**
**Our Values**
Our values define who we are. They ensure that we approach our work, our colleagues and our clients in the right way. Being a relationship-led organisation makes this all the more important. We know _what_ we do as a business, our values guide _how_ we do it.
- Integrity
- Energy & Drive
- Empowerment
- Respect
- Collaboration

**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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