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Senior Client Offboarding Specialist

1 week ago


Bristol, Bristol, United Kingdom Arbuthnot Latham Full time
Company Overview

Arbuthnot Latham is a leading private bank, committed to providing exceptional client service and building long-term relationships. We value diversity and inclusion, and our commitment to equal opportunities ensures that everyone has the chance to succeed.


Job Description

We are seeking a skilled Senior Client Offboarding Specialist to join our team in Bristol. As a key member of our Offboarding Team, you will be responsible for ensuring seamless transitions for our clients. Your primary focus will be on managing offboarding tasks, working closely with Operations Assistants, and providing support to the Team Leader.


Key Responsibilities
  • Manage queues effectively and prioritize work based on client requests and front-office requirements.
  • Investigate and resolve account closure or switching out queries promptly.
  • Ensure all tasks are completed within agreed SLAs and maintain accurate records.
  • Work collaboratively with other teams, including Operational Risk, Supplier Management, and Business Support.

Required Skills and Qualifications
  • Previous experience in a Back Office role, preferably in a supervisory capacity.
  • Strong knowledge of account closure, client offboarding, and switching out processes.
  • Excellent communication and interpersonal skills, with a focus on delivering high-quality client service.
  • Ability to multitask, prioritize workloads, and manage competing demands.
  • Good understanding of relevant risk, compliance, and business control aspects.

Benefits
  • Competitive salary: £45,000 - £60,000 per annum, depending on experience.
  • BUPA health cover and 4x life assurance.
  • Discretionary bonus scheme and market-leading maternity/paternity policies.
  • Opportunities for career development and professional growth.