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Operations Associate

Hargreaves Lansdown plc
Posted 14 hours ago, valid for 3 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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Sonic Summary

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  • The Service team serves as the main point of communication with clients, ensuring they are at the heart of every interaction.
  • Candidates must have experience in financial services or a client-facing role, with a proven ability to maintain high accuracy and service standards.
  • The position offers a salary of £29,000 per year and requires a proactive attitude along with excellent interpersonal and communication skills.
  • Responsibilities include communicating with clients through various channels, delivering personalized service, and adhering to regulatory compliance.
  • The role involves working collaboratively with other teams and requires a strong desire to learn and understand processes thoroughly.

Our Service team is the centre of the business, we are often the main point of communication with our clients and put them at the heart of every interaction. Utilising internal systems, service colleagues pride themselves on adhering to regulatory compliance and keeping the upmost accuracy. Through our successful Service Progression Pathway, you will acquire the knowledge to continue to grow professionally within Financial Services. If you are driven to succeed and are looking to further develop your career, we need your help to make us even better!

What you'll be doing

  • Communicating with our Clients in a variety of ways depending on client preference, such as letter, email and chat.
  • Delivering a uniquely personalised service by listening to their needs, resolving first time, and ensuring the right outcome for the client and HL.
  • Adhering to and understanding the relevant policies, controls, regulatory rules applicable to your role.
  • Clear knowledge on when to escalate an issue or concern.
  • Able to identify and support vulnerable clients.
  • Supports the team's risk and control activities to ensure good client outcomes and risk management culture.
  • Working collaboratively with other teams within the business and external companies.

About you

Essential

  • Experience working within financial services or another Client facing business.
  • Proven ability to work to a high accuracy and service.
  • Experience of dealing with internal or external clients.
  • Excellent interpersonal, organisation and communication skills.
  • Proactive and driven, taking ownership.
  • Highly computer literate and competent in Microsoft Office.
  • Ability to work under pressure.
  • A strong desire to learn and have a holistic understanding of a process or issue.
  • Proven track record in concern for and adherence to regulatory requirements.

Desirable

  • Experience working within Transfers/Estates

Interview process

Competency based interview conducted through Microsoft Teams

Working Schedule

Monday to Friday, shifts between 8am - 6pm. 37.5 hours a week

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By applying, a Reed account will be created for you. Reed's Terms & Conditions and Privacy policy will apply.