14 часов назад
Operation Administrator – Client Cash
28 300GBP
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operation Administrator – Client Cash (Financial Operations): Processing operational tasks across client cash, settlements, customer accounts, pensions, transfers, reconciliations, and corporate actions with an accent on accuracy, customer service, and FCA regulatory adherence. Focus on handling operational queries, escalating risks, challenging procedures, and improving process efficiency within a hybrid Leeds-based team.
Location: Leeds, England, United Kingdom; hybrid workplace
Salary: £28,300 per year; 6-month fixed-term contract
Company
is a UK investment platform providing pensions, ISAs, investments, financial content, and access to more than 20,000 investment options for over 500,000 customers.
What you will do
- Process operational tasks and queries across client cash, settlements, customer accounts, pensions, transfers, reconciliations, and corporate actions.
- Provide accurate, consistent service to internal and external customers through email, phone, and other appropriate channels.
- Support the departmental telephone query team and respond to operational questions from Customer Services.
- Identify and escalate risks and unresolved issues, supporting investigations and corrective or preventative actions.
- Challenge policies, processes, and procedures and recommend improvements to efficiency and service quality.
- Maintain accurate departmental procedures, provide management information, and support team objectives.
Requirements
- Ability to process tasks and queries accurately and within required timescales.
- Ability to deliver efficient, consistent, and high-quality customer service.
- Understanding of the importance of regulatory responsibilities and adherence to FCA rules and guidance.
- Ability to make informed risk decisions, escalate issues, and credibly challenge recommendations.
- Flexibility to move between tasks according to business needs.
- Ability to work collaboratively and maintain the knowledge and skills required for the role.
Culture & Benefits
- 8% employer contribution and 4% employee contribution to the Group Personal Pension Plan.
- Life Assurance, Group Income Protection, and private medical insurance provided by Bupa.
- 25 days of annual leave plus bank holidays.
- Staff discounts on investment products and retail discounts.
- Personal and Well-being Fund supporting physical and mental wellness.
- Voluntary flexible benefits that can be tailored to individual needs.
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