Operations Associate

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

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 elevate 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