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Job Description Summary

Job Description

JOB TITLE: Client Delivery Associate - Isle of Man – FTC / Secondment

SALARY: £28,776

LOCATION(S): Isle of Man

HOURS: Full-time, 12 Month Fixed Term Contract / Secondment

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office.

Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy. 

What you’ll be doing:

As a Client Delivery Associate, you will provide exceptional service to our new and existing International Private Banking Clients.

You will be responsible for managing client cases and ensuring compliance with regulatory standards through ongoing due diligence (ODD) and Know Your Customer (KYC) processes.

This role requires a proactive approach to client service and meticulous attention to detail, as you’ll engage with clients by telephone and email to gather the necessary information and documentation while providing a personalised service.

In this role you’ll:

• Support new and existing clients with account applications received through our online and telephony channels, providing a seamless Onboarding experience

• Complete Know Your Customer (KYC), Customer Due Diligence (CDD) and Ongoing Due Diligence (ODD) reviews in line with regulatory and policy requirements
• Proactively engage with clients by email and telephone to obtain information and documentation, delivering a professional and personalised customer experience
• Work collaboratively with colleagues across Client Delivery and supporting teams to improve processes and deliver the best outcomes for clients.

Why join us?

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we’re looking for?

• Passionate about delivering excellent customer service and creating positive outcomes for clients
• Strong attention to detail, with the ability to manage multiple tasks and maintain accuracy

• Ability to build trusted relationships with customers and colleagues through clear and effective communication

• Well organised, with the ability to prioritise workloads and meet deadlines in a fast-paced environment.

And any experience of these would be great:

• Previous experience in a banking or financial services
• Proven experience in a customer-focused environment, providing outstanding service and quality outcomes.

We know that great talent comes from many backgrounds. We recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you:

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 22 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies.

Ready for a career where you’ll learn and thrive?

Apply today and find out more.

Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.