Client Services Associate - Onboarding

Lloyds Wealth – Client Onboarding Support (Fixed Term)

Closing Date: 22/09/2026

Location: National

Type: Fixed Term Contract until 31/12/2027

Salary: £28,045 - £30,849 (National) / £35,326 - £38,858 (London)

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

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).

Key Responsibilities

• Ensure every action benefits clients by 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 expectations and indicators, and implement strategies to maintain or increase efficiency.
• Continuously seek ways to enhance the onboarding process and improve the client and adviser experience.
• Efficiently prepare all required documents for client onboarding, ensuring completeness and accuracy.
• Execute the account opening process, adhering to SLAs and ensuring a seamless client experience.
• Review and analyse information received from third parties and advisers to produce outputs that are client and adviser friendly.
• Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.
• 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: Prioritise tasks to meet service levels and client expectations, ensuring high-quality outcomes; manage multiple activities and cases while maintaining focus and efficiency.
• Teamwork: Collaborate effectively with colleagues to achieve common goals, fostering a positive and inclusive work environment; demonstrate strong communication skills and willingness to support team members.
• Communication: Strong verbal and written communication skills to interact clearly with clients and advisers.
• Analytical Thinking: Ability to analyse 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.

Benefits

• 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, and 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.

Flexible Working

We support flexible working and aim to be flexible while meeting business needs. In addition to traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Returning to Work

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

Inclusion

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

Regulatory Requirements (Senior Managers and Certification Regime)

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