Operations Associate - Withdrawals

Hargreaves Lansdown; Bristol; On-site; GBP 22,000 - 28,000; Full time

Job summary

A financial services company is seeking an Operations Associate - Withdrawals in Bristol. The role involves processing client payments accurately, investigating queries, and improving process efficiency. Ideal candidates are detail-oriented team members capable of managing workloads effectively. This full-time, entry-level position offers a structured working schedule from Monday to Friday with opportunities to develop skills and advance professionally.

Qualifications

• Excellent team member who can manage fluctuating workloads whilst delivering outstanding service to clients.
• Strong attention to detail and numeracy skills.
• Ability to perform under pressure and meet deadlines.

Responsibilities

• Ensure payments for client requests are processed timely and accurately.
• Investigate and complete queries in a timely manner.
• Actively seek ways of improving process efficiency.

Skills

Attention to detail

Numeracy skills

Ability to manage fluctuating workloads

Collaboration

Job description

Operations Associate - Withdrawals

Join to apply for the Operations Associate - Withdrawals role at Hargreaves Lansdown.

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.

Forming part of the Client Accounts department, the withdrawals team are responsible for all cash withdrawals made from clients' accounts. We process Online, Telephone and Written withdrawals requests from clients as well as Transfer Out Payments to other providers and payments to Executors or Solicitors for Estates. We also manage all LISA withdrawals and live reporting to HMRC. We do so, ensuring we comply with the relevant anti‑fraud and money‑laundering regulations and carry out due diligence to protect our clients' money. For the right individual there is an opportunity to develop a range of skills and pursue further professional qualifications. You will acquire knowledge... and learn to use back office systems such as Broker Focus. Through keeping error rates low and carrying out processes diligently, you will ensure that HL delivers the best outcome for our clients. You will also help devise improvements to existing processes and implement change.

Responsibilities

• Ensure payments for client requests are processed timely, accurately within daily deadlines.
• Investigate and complete queries in a timely manner, provide updates and escalations of queries internally and externally, keeping stakeholders informed of any issues or difficulties.
• Responsible for the correct recording and updating of queries including the identification and prioritisation of queries that are affected by regulatory deadlines.
• Actively seek ways of improving process efficiency, implementing industry best practice and identifying cost saving initiatives.
• Act as the process owner of client journeys for payment activities; actively take part in improving customer experience.
• Liaise with numerous departments in the Business to ensure client experience when taking their money is as smooth and easy as possible.

About you

• An excellent team member who can manage fluctuating workloads whilst delivering an outstanding service to clients.
• Excellent attention to detail and numeracy skills.
• Ability to perform under pressure and to deadlines.
• Highly organised and collaborative.
• Competency based interview conducted through Microsoft Teams and attention to detail test.

Working Schedule

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

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Administrative, Customer Service, and Finance

Location

Bristol, England, United Kingdom