Lloyds Wealth
Client Services Associate - Onboarding - S&T
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Client Onboarding Secondee – Lloyds Wealth
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.
About the Role
This role is designed to facilitate a smooth onboarding experience for clients by providing comprehensive process support. You’ll ensure the preparation and completion of necessary documentation, as well as account opening and fulfilment processes, are handled promptly and accurately—all while adhering to Service Level Agreements (SLAs).
Your responsibilities may span one or more of the following specialities:
- Client Onboarding (Account Fulfilment)
- Switches & Transfers (information requests and analysis of 3rd-party products)
- Report Writing (support in completing financial plans)
The role emphasises client-centricity, precision, and efficiency to optimise servicing throughout the client onboarding journey.
Key Responsibilities
- Drive client-focused service delivery, ensuring every action aligns with their best interests.
- Collaborate with peers to resolve capacity challenges, maintaining quality without compromising timelines.
- Set and meet personal development objectives while fostering continued professional growth.
- Monitor individual productivity, making data-driven decisions to maintain or enhance efficiency and performance metrics.
- Continuously seek ways to improve processes for clients, advisers, and the team.
- Document Preparation: Create all required onboarding documents with accuracy and completeness.
- Account Opening: Execute the account opening process on time and within SLAs, ensuring a seamless transition for clients.
- Information Analysis: Review and analyse third-party data and adviser requests, producing clear, client-friendly outputs.
- Financial Plan Support: Assist in completing financial plans to align with client goals and adviser guidance.
- Request Management: Resolve client and adviser queries in a timely, high-quality manner with meticulous attention to detail.
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Required Skills
- Attention to Detail: Meticulously handle client information and financial documentation without error.
- Problem-Solving: Swiftly identify and resolve issues with effective solutions.
- Time Management: Prioritise tasks efficiently to meet SLA targets and client expectations while managing multiple workflows.
- Teamwork: Collaborate effectively in a supportive, inclusive environment, offering assistance to colleagues.
- Communication: Strong verbal and written skills to interact effectively with clients and advisers.
- Analytical Thinking: Interpret complex data to inform informed decision-making.
- Adaptability: Embrace flexibility in adjusting to new information and evolving processes.
Key Competencies
- A strong commitment to Lloyds Wealth’s core values and standards of conduct.
- A proactive, client-centric mindset in all service delivery.
- An ability to work collaboratively with cross-functional teams.
We understand that not every candidate will meet every requirement—apply if you believe your strengths align closely with this role.
Additional Notes
This vacancy may close earlier than the advertised date if a suitable candidate is identified. We encourage prompt applications from motivated individuals.
Benefits
At Lloyds Wealth, we prioritise your wellbeing, growth, and flexibility. Here’s what our colleagues enjoy:
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Work-Life Balance & Flexibility
- Support for flexible working, including hybrid or remote arrangements.
- Job-sharing, reduced hours, and informal flexible scheduling options available.
- A welcoming approach for returning to work after career breaks.
Career Development & Stretch Opportunities
- Free financial advice to secure your long-term financial security.
- Bonus recognition based on individual and company performance (eligible after 3 months).
Wellbeing & Rewards
- Generous holiday entitlement: 30 days annual leave plus bank holidays, with buying/selling options of 5 extra days.
- Health & Wellbeing Support: Private Medical Insurance, Life Insurance, and Health Screening.
- Pension Match: Up to 15% of your base pay matched by the company.
- Flexible Cash Allowance: Spend on personal benefits such as:
- Dental cover
- Paid sabbatical leave
- Gym membership
- Menopause support
For more details, visit the Rewards and Benefits section of our Careers website.
Our Commitment to Inclusion
We champion diversity of identity, experience, and thought. Our goal is to foster inclusive behaviours and make reasonable adjustments for disabilities, health conditions, and neurodiversities. We uphold gender pay transparency and equal opportunity principles for all employees.
Regulatory Note for Seleeee
(Similar regulatory context as the original; adjusted for clarity.)
This role operates under the Senior Managers and Certification Regime as a solo-regulated firm. If this position qualifies as a Certified Role, you will be subject to enhanced vetting and additional conduct and regulatory responsibilities, including annual certification of fitness and propriety.
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