Client Support Assistant - Exeter

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.

Job Purpose

The CSA will primarily focus on providing a client focused 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.

Key Responsibilities: 

Client service and Sales support:

• Dealing with client payment requests and ensuring that;
  • Payment call backs have been made in line with ID & V procedures.
  • Remitting details are correctly obtained for processing.
  • FX deal tickets are completed where required.
  • Internal transfers are processed.
  • All requirements of the payments process are completed correctly. and in a timely manner.

• Dealing with internal and external client enquiries for example;
  • Account enquiries including balances, statement requests, transactional queries.
  • Card related queries, activation requests, PIN reminders, unauthorized card transactions and liaising with VISA operations about clients card accounts.
  • Online Banking and Mobile App queries, secure messages and requests including password resets and online payment verifications.
  • Client cash requests and deliveries in various currencies.
  • Cheque queries and stop cheque requests.
  • Standing order and direct debit queries.
  • Amendments to static data including address changes.
  • Ordering cheque and paying-in books.

• Dealing with and distributing requests and queries received via the team’s mailbox including;
  • Prospective new client enquiries.
  • Internal or external communications.
  • Internal or external queries or requests.
  • Diarising future dated queries & requests.
    
    
• Dealing with all incoming calls including;
  • Client and other external enquiries.
  • Handling the unanswered call overflow from the business.
  • Checking the team voicemail box and dealing with the phone. messages
    
    
• Dealing with other requests for example:
  • Audit letters.
  • Tax certificates.

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 Commercial Banking, Operations, Treasury, Risk and Compliance and other stakeholders across the business.