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Client accounts receipts associate

Bristol (City of Bristol)
Hargreaves Lansdown
€25,000 a year
Posted: 17 November
Offer description

Join to apply for the Client Accounts Receipts Associate role at Hargreaves Lansdown.

Hargreaves Lansdown (HL) are now recruiting for an Operations Associate to join the Receipts team. The Receipts team is responsible for applying payments into clients’ accounts in a timely manner and working with a variety of teams across the business to provide an excellent service to our clients. This role is ideal for someone who is looking to start or continue a career within Savings and Investments in Client Accounts. If you are driven to succeed, have a willingness to learn and enjoy being challenged on a daily basis, please read on.


What does the role involve?

* You’ll be working with a variety of systems to aid the processing and receipt of payments into clients’ accounts.
* You will actively run reports, utilising Excel and analysing financial data to account for any abnormalities.
* You will play an active part in handling client accounts, taking ownership to resolve any issues presented.
* As the eyes and ears of the Client Accounts team, you may be required to handle client queries concerning their accounts.
* You will suggest ideas for improving team processes to ensure they remain reliable and effective.


Skills you can bring to us!

* Excellent organisational skills
* Previous experience analysing large sets of data
* Driven to work collaboratively to achieve results
* Confident in presenting new ideas to enhance the client experience
* Exceptional attention to detail
* Experience using Excel or running reports through a similar system
* Taking pride in your work
* Having a keen interest in data and finance and eager to shape a career within this field
* Experience within a finance role is advantageous but not essential
* Maths & English GCSE Grade C and above
* With a focus on personal and professional development, you will have access to several courses and can even take part in industry‑recognised qualifications to help support you meet your career goals.


Perks of the job

* Option to purchase up to an additional 5 days holiday each year
* Pension scheme – up to 19% contribution
* Flexible working options available
* Enhanced parental leave benefits
* Variety of travel-to‑work schemes, including season‑ticket loans and cycle‑to‑work
* Bike storage and shower facilities
* Employee assistance programme
* Volunteering opportunities
* Annual events, activities and sports groups
* Development of progression plans, access to free courses and progression pathway


Desired Skills and Experience

admin, customer service, excel, word


Seniority level

* Entry level


Employment type

* Full‑time


Job function

* Administrative, Customer Service, and Finance


Industries

* Administrative and Support Services
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