Client Services Associate - Onboarding

Posted 10 Sep 2026(about 6 hours ago)

Closing Date 22/09/2026 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 fo…

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Client Services Associate - Onboarding

OpCo Lloyds Wealth Management Limited
£28,045 - £30,849
Leeds
contract
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