Client Onboarding Specialist

Lloyds Wealth seeks an onboarding support specialist to enhance client onboarding, document handling, and account opening in a national role. You will ensure SLAs are met and information from third parties is processed accurately for a smooth client journey.

The role focuses on onboarding, switches & transfers, and financial plan support, with emphasis on client-centric service and efficiency. Flexible working options are available.

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