Operations Associate - Client Accounts Controls Team

Hargreaves Lansdown; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading investment platform in Bristol is looking for a dedicated professional to join the controls team. The role involves ensuring client money operations comply with internal procedures and clients’ instructions while maintaining high service standards. Candidates should have strong Excel skills and the ability to work under pressure. Opportunity for professional qualifications available.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Enhanced parental leave

Private medical insurance

Wellness programs

Inhouse barista and deli

Qualifications

• Experience working in a fast-moving environment with high standards.
• Ability to work under pressure and manage relationships with stakeholders.
• Experience in a client-facing role, via telephone and written communication.

Responsibilities

• Operate controls on client money, ensuring compliance with procedures.
• Investigate and resolve discrepancies efficiently.
• Communicate effectively with clients, maintaining high levels of service.

Skills

Teamwork

Attention to detail

Microsoft Excel proficiency

Numerical skills

Problem-solving

Time management

Communication

Education

3 A Levels at Grade C or higher (or equivalent)

Tools

Broker Focus

Atlas

Job description

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.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

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

• 3 A Levels at Grade C or higher (or equivalent)
• 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

• Experience of in-house systems, such as Broker Focus and Atlas
• Advanced Excel Skills (including Macros and automation)
• Detail Orientated Work & Data Comparison

Interview process

• Competency based interview conducted through Microsoft Teams

Working Schedule

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

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus and annual pay review
• 25 days holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance
• Health care cash plans - including optical, dental, and out patient care
• Health screening programme
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness provider s and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year

Hargreaves Lansdown is 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.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.