Strutt & Parker - LCOT Coordinator

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:
  • Agents’ ability to:
    • Win instruction...