Financial Services Client Operations Specialist

Hargreaves Lansdown Asset Management Limited; Bristol; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading financial services provider in Bristol seeks individuals for their Service team. The role involves varied client communication methods, delivering personalized service, and ensuring adherence to regulatory compliance. Candidates should have experience in client-facing roles, excellent interpersonal skills, and be highly computer literate. This position offers a full-time schedule from Monday to Friday, with shifts between 8am and 6pm, totaling 37.5 hours per week.

Qualifications

• Experience in financial services or client-facing roles.
• Proven accuracy in service delivery.
• Ability to manage internal or external client interactions.
• Excellent communication and organizational skills.

Responsibilities

• Communicate with clients via letter, email, and chat.
• Deliver personalized services while resolving issues.
• Understand policies and regulatory rules applicable to the role.
• Support risk and control activities for client outcomes.

Skills

Communication skills

Interpersonal skills

Organizational skills

Proactive attitude

Microsoft Office proficiency

Regulatory compliance awareness

Job description

A leading financial services provider in Bristol seeks individuals for their Service team. The role involves varied client communication methods, delivering personalized service, and ensuring adherence to regulatory compliance. Candidates should have experience in client-facing roles, excellent interpersonal skills, and be highly computer literate. This position offers a full-time schedule from Monday to Friday, with shifts between 8am and 6pm, totaling 37.5 hours per week.