Overview
Operations Associate - Client Accounts Controls Team at Hargreaves Lansdown. The role focuses on processing client assets in line with client instructions and regulatory requirements, with a fast-paced, same-day turnaround in a team setting.
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
* 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.
* 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.
* Experience of in-house systems, such as Broker Focus and Atlas.
* Advanced Excel Skills (including Macros and automation).
* Detail Oriented Work & Data Comparison.
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
Industries
* Administrative and Support Services
Location: Bristol, England, United Kingdom
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