Hybrid Customer Accounts Operations Specialist

Interactive Investor; Ledston; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Pension plan 8%/4%

Life assurance

Private medical insurance - Bupa

Staff discounts

Well-being fund

Retail discounts

Voluntary flexible benefits

Job summary

interactive investor in Leeds, England, is seeking an Operations Administrator to join the Customer Accounts team. This full-time, hybrid role (3 days in the office) focuses on accurate processing of customer documents and timely responses to inquiries, while upholding regulatory standards.

You will deliver exceptional service, escalate issues appropriately, and collaborate with internal teams to maintain quality and compliance.

Qualifications

• Provide exceptional customer service to meet the needs of both internal and external customers.
• Communicate with customers via phone, email/letter to enable efficient straight-through processing where appropriate.
• Ensure timely and accurate processing of all customer documents and returned queries to meet customer expectations.
• Adhere to all relevant regulations applicable to your area of work.
• Accurately complete all departmental administrative tasks with a high level of precision.
• Escalate unresolved issues to Seniors or Specialists, supplying sufficient information to support effective investigation.
• Identifying and assisting vulnerable customers with sensitivity and discretion, and applying FCA guidance on fair treatment.

Responsibilities

• Be part of the departmental telephone query team to support all queries and requests from internal and external customers.
• Responding to complaints in line with company procedures and regulatory standards.
• Maintain the organisation’s first line of defence by ensuring adherence to processes and procedures.

Job description

interactive investor in Leeds, England, is seeking an Operations Administrator to join the Customer Accounts team. This full-time, hybrid role (3 days in the office) focuses on accurate processing of customer documents and timely responses to inquiries, while upholding regulatory standards.

You will deliver exceptional service, escalate issues appropriately, and collaborate with internal teams to maintain quality and compliance.