Offboarding - Operations Assistant

To provide excellent administrative support to the Front Office, enabling them to offer a first class service to clients. Responsible for account closures and offboarding clients, managing switching out requests and updating/archiving client static data at the end of their banking relationship.

To place the interests of clients at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.

• Review account closure requests and use relevant information to close accounts and disable online banking to the agreed standards of formatting within Service Level Agreements
• Communicate with Private/Commercial Bankers to update progress on the offboarding of the client
• Communicate verbally and in writing with clients during the offboarding process
• Manage Current Account Switching cases and monitor the progress daily to ensure completion
• Moni...