Operations Associate

Hargreaves Lansdown; Bristol; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the financial services sector is seeking an Operations Associate in Bristol. The role involves operating daily controls on client money, investigating discrepancies, and maintaining high service levels. Ideal candidates will possess strong analytical and numerical skills, alongside proficiency in Microsoft Excel. This is a client-facing position requiring effective communication and teamwork.

Qualifications

• Ability to work under pressure and maintain high standards.
• Strong numerical skills and ability to communicate with stakeholders.

Responsibilities

• Operate daily controls on client money and ensure compliance.
• Investigate discrepancies and communicate effectively with clients.
• Monitor and reduce overdrawn client balances.

Skills

Customer Service

Analytical Skills

Attention to Detail

Teamwork

Communication

Education

Basic Understanding of Accounting Practices

Tools

Microsoft Excel

Job description

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This range is provided by Hargreaves Lansdown. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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Resourcing Team Leader at Hargreaves Lansdown

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.At Hargreaves Lansdown our strategy is to be the most client obsessed company and our mission is to empower our clients to save and invest with confidence.

Everything we do in the controls team works to deliver this strategy. We operate controls to ensure that we process client assets in line with client instructions and regulatory requirements. The team works in a fast paced environment, with a consistent same day turnaround of work. We touch a variety of areas in Client Accounts, from client withdrawals to overdrawn clients and client money funding, and have to work closely alongside other teams to achieve the best client outcomes. The successful candidate will flourish when working closely as part of a team to complete core tasks, whilst also understanding the importance of taking individual ownership of their work. In line with the HL values, the successful candidate will have a desire to improve existing processes, grow their own knowledge, and implement change. For the right individual, there will be the opportunity to pursue professional qualifications related to the job. This is a client facing role, both by telephone and written communication.

What you'll be doing

Operate daily controls on client money leaving the HL Platform, ensuring this occurs in line with internal fraud and money-laundering procedures, as well as client instructions.

Investigate and resolve discrepancies efficiently, accurately, and with consideration of their implications.

Monitor and reduce HL Client Money Funding through resolving overdrawn client balances.

Highlight control gaps and potential improvements within existing HL processes.

Communicate effectively with clients, maintaining high levels of service in all situations

Operate a wide range of daily and monthly controls, spanning across several teams' processes within the wider Operations department

About you

Have worked in a fast moving environment, with a proven ability to work to the highest possible standards of accuracy and service.

Have worked as part of an effective and successful team

Highly computer literate and competent in Microsoft Excel

A basic understanding of accounting practices

Knowledge of HL products and services

Ability to work under pressure

Strong numerical skills

Ability to communicate and manage relationships with a variety of stakeholders

Excellent attention to detail

Strong team member who can manage fluctuating workloads whilst delivering an outstanding service to clients.

Analytically and logically minded, able to solve problems & identify the root cause

Ability to learn quickly, and apply knowledge within differing contexts

High levels of personal integrity and ownership

Advanced Excel Skills (including Macros and automation)

Detail Orientated Work & Data Comparison

Competency based interview conducted through Microsoft Teams. As an inclusive employer that values diversity in its workforce, we encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. We'll make reasonable adjustments from interview through to employment.

Working Schedule

Monday to Friday, 7.5 hours per day between 8am - 5:30pm. 37.5 hours a week

#omni

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.At Hargreaves Lansdown our strategy is to be the most client obsessed company and our mission is to empower our clients to save and invest with confidence.

Everything we do in the controls team works to deliver this strategy. We operate controls to ensure that we process client assets in line with client instructions and regulatory requirements. The team works in a fast paced environment, with a consistent same day turnaround of work. We touch a variety of areas in Client Accounts, from client withdrawals to overdrawn clients and client money funding, and have to work closely alongside other teams to achieve the best client outcomes. The successful candidate will flourish when working closely as part of a team to complete core tasks, whilst also understanding the importance of taking individual ownership of their work. In line with the HL values, the successful candidate will have a desire to improve existing processes, grow their own knowledge, and implement change. For the right individual, there will be the opportunity to pursue professional qualifications related to the job. This is a client facing role, both by telephone and written communication.

What you'll be doing

• Operate daily controls on client money leaving the HL Platform, ensuring this occurs in line with internal fraud and money-laundering procedures, as well as client instructions.

• Investigate and resolve discrepancies efficiently, accurately, and with consideration of their implications.

• Monitor and reduce HL Client Money Funding through resolving overdrawn client balances.

• Highlight control gaps and potential improvements within existing HL processes.

• Communicate effectively with clients, maintaining high levels of service in all situations

• Operate a wide range of daily and monthly controls, spanning across several teams' processes within the wider Operations department

About you

Essential

• Have worked in a fast moving environment, with a proven ability to work to the highest possible standards of accuracy and service.

• Have worked as part of an effective and successful team

• Highly computer literate and competent in Microsoft Excel

• A basic understanding of accounting practices

• Knowledge of HL products and services

• Ability to work under pressure

• Strong numerical skills

• Ability to communicate and manage relationships with a variety of stakeholders

• Excellent attention to detail

• Strong team member who can manage fluctuating workloads whilst delivering an outstanding service to clients.

• Excellent time management & general organisation

• Analytically and logically minded, able to solve problems & identify the root cause

• Ability to learn quickly, and apply knowledge within differing contexts

• High levels of personal integrity and ownership

Desirable

• Advanced Excel Skills (including Macros and automation)

• Detail Orientated Work & Data Comparison

Interview process

• Competency based interview conducted through Microsoft Teams. As an inclusive employer that values diversity in its workforce, we encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. We'll make reasonable adjustments from interview through to employment.

Working Schedule

• Monday to Friday, 7.5 hours per day between 8am - 5:30pm. 37.5 hours a week

#omni

Desired Skills and Experience

admin, customer service

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Customer Service, and Finance

• Industries

  Administrative and Support Services

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