Operations Apprentice, Client Data

2 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. 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 ad-hoc 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, problem-solving analytics skills
- Excellent attention to detail and accuracy
- Enthusiastic and self-motivate

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