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.
This role will be based in our Bristol office as we are currently establishing a new function dedicated to Client Offboarding.
To provide excellent administrative support to the Front Office, enabling them to offer a first class service to clients. Responsible for account closures and offboarding clients, managing switching out requests and updating/archiving client static data at the end of their banking relationship.
Provide a high degree of service excellence and a keen attention to detail. Some information processed may be sensitive and discretion is expected at all times. You will need to be able to work quickly and efficiently, with minimal supervision.
To place the interests of clients at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA...