Payments Operations Associate: Client Accounts

Hargreaves Lansdown; West of England; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid working

Pension scheme (11% employer contribu)

Private medical insurance

Income Protection

Life insurance

Health care cash plans

Health screening programme

Wellhub wellness

Volunteer days (2 per year)

Bike storage & showers

Barista service on site

Job summary

Hargreaves Lansdown in Bristol is seeking a detail-oriented team member for the withdrawals unit within Client Accounts. The role handles Online, Telephone and Written withdrawal requests, including Transfers Out and payments to Executors or Solicitors, with LISA withdrawals managed and HMRC reporting covered.

You will work within back-office processes, using systems such as Broker Focus, while contributing to improvements and maintaining high accuracy under regulatory deadlines.

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
• Liaising with numerous departments in the Business to ensure client experience when taking their money is as smooth and easy as possible
• An excellent team member who can manage fluctuating workloads whilst delivering an outstanding service to clients

Job description

Hargreaves Lansdown in Bristol is seeking a detail-oriented team member for the withdrawals unit within Client Accounts. The role handles Online, Telephone and Written withdrawal requests, including Transfers Out and payments to Executors or Solicitors, with LISA withdrawals managed and HMRC reporting covered.

You will work within back-office processes, using systems such as Broker Focus, while contributing to improvements and maintaining high accuracy under regulatory deadlines.