Customer Support Team Assistant

Arbuthnot Latham; Exeter; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial institution in Exeter is offering a one-year Industrial Placement as a Client Support Team Assistant. The role involves supporting the Client Support Team in delivering exceptional client services, managing queries via various channels, and assisting in ad hoc administration tasks. Ideal candidates should be studying towards a degree and possess strong communication and organizational skills. This is an excellent opportunity to gain practical banking experience in a supportive environment.

Qualifications

• Currently studying business management or economics.
• Enthusiasm with a positive and flexible approach.
• Self-motivated and driven to learn.

Responsibilities

• Support the Client Support Team to deliver outstanding client service.
• Handle payments and card-related queries.
• Assist with online banking and case management.

Skills

Understanding of Private and Commercial Banking

Strong organisational skills

Strong verbal and written communication skills

Analytical mind with attention to detail

Good telephone manner

Team player

Education

Studying towards a degree

Job description

This is a one year Industrial Placement starting on 7th September 2026. To be eligible for this programme youmustbe currently studying at University and undertaking a one year industrial placement as part of your course. You must be returning to University in September 2027.

This placement will be based in our Exeter office.

Application Process

We aim to make our application process as simple and as straight forward as possible, but also want to ensure candidates have the appropriate skills for the roles that they are applying for. Registration is simple and, if eligible for the programme, you will be sent a 30-45 minute online assessment as part of the application process. If you are successful at the assessment we will be in touch shortly after to arrange the two stage interview process.

Applications for this programme will be open until we receive enough applications. When that happens, we’ll close the programme to new candidates. Please complete your application as soon as possible to avoid missing out.

Job Purpose

The Client Support Team Assistant will support the Client Support Team to deliver outstanding client service, whilst supporting Front Office and other departments in Arbuthnot Latham.

The successful applicant will have the opportunity to learn the fundamentals of day-to-day banking for both Private and Commercial Clients, Online Banking, case management and Telephony Support in a back-office environment. The Team Assistant will also support the team with the ad hoc system and process testing for change projects, designed to improve ways of working and improve efficiency. A large part of the role will involve working closely with the other areas of the businesses to provide support for case management, payments and client queries.

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

Key responsibilities

Dealing withboth internal and external client'srequest via multiple channels including email, online banking secure message and telephone to include but not limited to:

• Payments are made in a timely manner
• Handling card related queries, activations, pinreminders, unauthorisedcard transactions andadvisingVisa Ops of client movements when going abroad.
• Online Banking and Mobile App queries, secure messages and requests including password resets and online payment verifications.

Dealing withadhocadministration requests and managing expectations including but not limited to:

• Completing audit letters.
• Logging Errors and Complaints.
• Tax Certificates.

Key Interfaces:

• Team members and managers withinClient Support Team, Front Office, Treasury,Fraudand widerOperationsteams(Payments, Cards, Client Data).

Person Specification

Knowledge / Experience:

• Understanding or interest in Private and/or Commercial Banking within a banking/finance business
• Currently studying business management/economics or study relating to financial services desirable
• Enthusiasm and an ability to demonstrate a positive and flexible approach
• Strong organisational skills
• Strong verbal and written communication skills with an ability to deal with a range of stakeholders
• Good telephone manner
• An analytical mind and an excellent eye for detail with a methodical approach
• Strong numeracy skills will be an advantage
• Team player, supporting both your colleagues and managers in delivering new projects and supporting existing systems
• Self-motivated and driven to learn and develop skills

Qualifications:

Studying towards a degree

Core Competencies:

• Planning and reviewing.
• Communication and confidence.
• Problem Solving and Judgment.

About Us

Data Privacy and Reasonable adjustments

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Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us [e-mail]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.