Operations Administrator, Customer Accounts (Hybrid, Leeds)

Interactive Investor Plc; Leeds; Hybrid; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Group Personal Pension Plan

Life Assurance

Group Income Protection

Private Medical Insurance

25 Days Annual Leave

Staff Discounts

Personal & Well-being Fund

Retail Discounts

Voluntary Flexible Benefits

Job summary

interactive investor is seeking an Operations Administrator to join the Customer Accounts team in Leeds. The role focuses on accurate processing of customer documents, queries, and straight-through processing, while adhering to FCA regulations and internal policies.

You will work in a hybrid setup, with 3 days in the office, delivering high-quality service, building relationships across internal teams, and supporting vulnerable customers with empathy.

Qualifications

• Provide exceptional customer service to internal and external customers.
• Communicate with customers via phone and email to enable efficient processing.
• Adhere to regulations applicable to the role and complete tasks with precision.
• Escalate issues to seniors or specialists with sufficient information for investigation.
• Support vulnerable customers with sensitivity and empathy, in line with FCA guidance.

Responsibilities

• Process customer documents and queries accurately to meet expectations.
• Handle inbound and outbound calls to resolve issues at first point of contact.
• Maintain compliance with FCA rules and company policies.
• Collaborate with internal teams and external partners to improve quality and efficiency.
• Document interactions and maintain a positive team environment.

Skills

Customer service

Communication

Regulatory compliance

Process improvement

Team collaboration

Problem solving

Job description

interactive investor is seeking an Operations Administrator to join the Customer Accounts team in Leeds. The role focuses on accurate processing of customer documents, queries, and straight-through processing, while adhering to FCA regulations and internal policies.

You will work in a hybrid setup, with 3 days in the office, delivering high-quality service, building relationships across internal teams, and supporting vulnerable customers with empathy.