Client services associate Work, Jobs in Swillington, Wyk (with Salaries)

Client Services Associate - Onboarding - S&T
Lloyds Wealth —Leeds
- £28,045 - £30,850 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
4d
Customer Service Representative
Conduent Public Sector UK Limited —Leeds
- £24,784.50 - £25,272.00 a year
- Full-time
- Communication skills
- Annual leave
9d
Document Production Associate
Williams Lea —Middleton Park
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
Quick apply
Sales Associate
Ralph Lauren —Leeds
- 8 hour shift
- Hospitality
- Sales
- Merchandising
- Employee discount
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
Implementation Associate
BigChange —Leeds
- Google Suite
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
3d
Sales Associate (8 hours)
Ralph Lauren —Leeds
- 8 hour shift
- Hospitality
- Sales
- Merchandising
- Employee discount
Paralegal - Real Estate
Capsticks Solicitors LLP —Leeds
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- IT
Quick apply
5d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Leeds
- £3,800 a month
- Full-time
- Sales
Quick apply
Senior Document Production Associate
Williams Lea —Leeds
- £30,730 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
Invoicing Associate - MAT Cover
Selecta —Castleford
- £26,769 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Annual leave
Quick apply
Resource Planner
Optima Health —Sheffield
- £27,248 a year
- Full-time
- Microsoft Outlook
- Microsoft Office
- Analysis skills
- Paid training
- Annual leave
Associate - Employment
DAC Beachcroft —Leeds
- Hybrid work
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
2d
Solutions Analyst
TransUnion —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
2d
Trusts Associate
Irwin Mitchell —Leeds
- Analysis skills
Credit Controller
Stericycle —Leeds
- Microsoft Excel
- Sales
- Life insurance
- Referral programme
Associate Team Leader
Minster Law —Wakefield
- £60,000 - £75,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
9d
Trust Therapies Administrator
The Cellar Trust —Shipley
- £27,294.18 a year
- Full-time
- Microsoft Outlook
- Data analysis skills
- Data entry
5d

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Client Services Associate - Onboarding - S&T

Lloyds Wealth -
Leeds

Apply Now

Job details

Full-time
£28,045 - £30,850 a year
4 days ago

Benefits

Financial planning services
Annual leave
Company pension
Work from home
Private medical insurance
Gym membership
Sabbatical
Flexible schedule
Life insurance

Qualifications

Communication skills

Full job description

Job Type

Secondee

Closing Date

28/07/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

Location | Leeds
Type | Fixed Term Contract until 31/12/2027
Salary | £28,045 - £30,850

To facilitate a smooth onboarding experience for clients by providing comprehensive process support, ensuring the preparation and completion of necessary documentation, account opening, and fulfilment processes are executed promptly and accurately, in line with Service Level Agreements (SLAs). The role may focus on one or more of the following teams; client onboarding (account fulfilment), Switches & Transfers (information requests and analysis on 3rd party products) and Report Writing (support with completion of the financial plan). This role emphasises the importance of optimal servicing in client onboarding, highlighting the need for client centricity precision and efficiency.

Key Responsibilities:

We consistently ensure every action we take benefits our clients, putting them first to provide the best possible experience.

Collaborate with peers to address capacity challenges, ensuring the team can meet client demands without compromising quality.

Focus on personal objectives and development activity, pursuing personal professional growth.

Monitor individual productivity with a clear understanding of expectation and indicators and implementing strategies to maintain or increase efficiency.

Continuous Improvement: Continuously seek ways to enhance the onboarding process and client and adviser experience.

Document Preparation: Efficiently prepare all required documents for client onboarding, ensuring completeness and accuracy.

Account Opening: Execute the account opening process, adhering to SLAs and ensuring a seamless experience for clients.

Information Analysis: Review and analyse information received from third parties and advisers to produce outputs that are both client and adviser friendly.

Financial Plan Support: Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.

Request Management: Address and resolve client and adviser requests in a timely and high-quality manner, maintaining strong attention to detail.

Skills Required :

Attention to Detail: Meticulousness in handling client information and financial documents.

Problem-Solving: Ability to identify issues and develop effective solutions quickly.

Time Management: Effectively prioritises tasks to meet service levels and client expectations, ensuring high-quality outcomes. Demonstrates the ability to manage multiple activities and cases simultaneously while maintaining focus and efficiency.

Teamwork: Collaborates effectively with colleagues to achieve common goals, fostering a positive and inclusive work environment. Demonstrates strong communication skills and a willingness to support team members.

Communication: Strong verbal and written communication skills to interact clearly with clients and advisers.

Analytical Thinking: Skill in analysing complex data from various sources to inform decision-making.

Adaptability: Flexibility to adjust to new information and changing processes

Key Competencies:

Commitment to the company’s core values and standards.

Proactive and client-centric approach to service delivery.

Collaborative mindset to work effectively with cross-functional teams.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice : Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We support flexible working:

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.

Apply Now

Refine Your Search

client services associate jobs in swillington, wyk

Client Services Associate - Onboarding - S&T

Customer Service Representative

Document Production Associate

Sales Associate

Client Implementation Associate

Implementation Associate

Estate Planning Academy Associate

Sales Associate (8 hours)

Paralegal - Real Estate

JUNIOR SALES ADVISOR

Senior Document Production Associate

Invoicing Associate - MAT Cover

Resource Planner

Associate - Employment

Financial Planning Administrator

Solutions Analyst

Trusts Associate

Credit Controller

Associate Team Leader

Trust Therapies Administrator

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