End Date
Sunday 31 May 2026
Salary Range
£26,200 – £27,530
Flexible Working Options
Hybrid Working, Job Share
Job Description Summary
This is a full‑time role based in Leeds.
Job Description
- JOB TITLE: Senior Customer Operations Assistant
- SALARY: £26,200
- LOCATION: Leeds, Wellington Place
- HOURS: Full-time (35 hours per week)
- WORKING PATTERN: Mon – Fri between 8am – 5pm. Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.
About This Opportunity
The Stockbroking Operational Assistant role offers a dynamic entry point into the financial services sector, particularly within the stockbroking domain. As an Operational Assistant, you’ll grow and learn in an environment that recognises the importance team collaboration. We’re looking for someone who thrives in a collaborative environment, values inclusion, and brings a passion for enabling teams to succeed.
A key element of this role will be providing support for customers using Halifax Share Dealing Limited for brokerage and custody services, you will deliver excellent quality, internal and external customer service, through a variety of communication methods including phones, emails and instant messaging.
Key Responsibilities
- Client‑Facing Support: Deliver accurate and timely information to customers regarding their HSDL accounts including ISA’s, Self Invested Personal Pensions and Online Investment Accounts, across multiple Lloyds Banking Group Brands.
- Operational Tasks: Carry out a range of assigned clerical/technical support tasks, ensuring that the work is completed, authorised and recorded accurately and adheres to specified Group policies and business procedures. Readiness to refer to more senior colleagues or to deal personally with internal or external customer queries as appropriate.
- Regulatory Compliance: Ensure all interactions comply with banking regulations and security protocols to protect sensitive information. Accountable for the identification, logging, investigation and resolution of a range of customer complaints. Completing a full understanding of the situation and ensuring the right outcome for the customer. Escalating issues as appropriate.
- Team Collaboration: Work closely with cross‑functional teams to meet targets and resolve challenges efficiently. You will be expected to escalare these as appropriate.
What You’ll Need
- Customer Focus: Proven track record in delivering exceptional customer service. Strong communication skills, and able to present factual information in a logical and structured way.
- Operational Excellence: Strong attention to detail and ability to work under pressure in a regulated environment.
- Learning Agility: Quick adaptation to complex financial systems and concepts, with hands‑on experience in logging and completing transfers.
- Technical Proficiency: Familiarity with tools like Excel, PowerPoint, and internal systems used for automation and reporting. Able to use arithmetical/numerical skills to undertake a range of basic calculations to support customer enquiries.
About Working For Us
Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.
We want our people to feel that they belong and can be their best, regardless of background, identity or culture.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.
And it’s why we especially welcome applications from under‑represented groups.
We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.
Benefits
- A generous pension contribution of up to 15%
- An annual performance‑related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 22 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
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