The LCOT Coordinator will report to the Head of COT, to create uniformity and process efficiency in the coordination between Strutt & Parker’s central Client Onboarding Team (COT) and the Local Client Onboarding Team (LCOT).
Responsibilities
The key responsibilities for this role are to:
- Manage the process and workflows between COT and LCOT
- Ensure optimisation of resource in LCOT to efficiently manage workflows
- Ensure prioritisation of high importance items
- Monitor the workflows of individuals in the LCOT team
- Work with COT to minimise the frequency or number of individual requests on one file
- Ensuring adequate and reasonable chasing of RM’s and clients for outstanding information is occurring in a timely manner
- Highlight latencies and points of concern to Head of COT that could lead to inefficiency within the system and prevent either: