End Date: Sunday 31 May 2026Salary Range: £26,200 – £27,530
We support flexible working – click here for more information on flexible working options.Flexible Working Options: Hybrid Working, Job Share.
Job Title: Senior Customer Operations Assistant.
Location: Leeds, Wellington Place.Hours: Full-time (35 hours per week).Working pattern: Mon – Fri between 8am – 5pm. Hybrid work requires at least two days per week, or 40% of time, at an office site.
About this Opportunity
This full-time role is based in Leeds and 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 of team collaboration, values inclusion, and supports 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 assigned clerical/technical support tasks, ensuring 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. Identify, log, investigate and resolve customer complaints, ensuring appropriate outcomes and escalation when necessary.
- Team Collaboration: Work closely with cross‑functional teams to meet targets and resolve challenges efficiently.
What you’ll need
- Customer Focus: Proven track record in delivering exceptional customer service.
- Strong communication skills and ability 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. Ability to use arithmetical/numerical skills to undertake basic calculations to support customer enquiries.
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
We are inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We particularly welcome applications from under‑represented groups and are disability confident. We are committed to ensuring reasonable adjustments in recruitment processes can be made.
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