At a Glance
- Tasks: Support customers with their accounts and deliver top-notch service through various communication methods.
- Company: Join a leading financial services firm that values teamwork and inclusion.
- Benefits: Enjoy a competitive salary, generous pension, flexible working, and 22 days holiday.
- Other info: Dynamic role with opportunities for growth and a commitment to diversity.
- Why this job: Kickstart your career in finance while making a real difference for customers.
- Qualifications: Strong customer service skills and attention to detail are essential.
The predicted salary is between 26200 - 27530 £ per year.
End Date: Sunday 31 May 2026
Salary 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.
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: 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.
Senior Customer Operations Assistant in Leeds employer: Lloyds Bank plc
Join a forward-thinking team in Leeds as a Senior Customer Operations Assistant, where you'll thrive in a supportive and inclusive work culture that prioritises collaboration and employee growth. With flexible working options, a generous pension contribution, and a commitment to diversity, this role offers not just a job but a meaningful career in the financial services sector, allowing you to make a real impact while enjoying a balanced lifestyle.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Customer Operations Assistant in Leeds
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show us how your experience aligns with their mission, especially in customer service!
✨Tip Number 3
Practice common interview questions and role-play with a friend. The more comfortable you are, the better you'll communicate your skills and passion for the role.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show us you're genuinely interested in the position.
We think you need these skills to ace Senior Customer Operations Assistant in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Customer Operations Assistant role. Highlight your customer service experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you a perfect fit. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills:Since this role involves a lot of client-facing support, make sure to demonstrate your strong communication skills in your application. Whether it's through your CV or cover letter, show us how you can present information clearly and effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your details!
How to prepare for a job interview at Lloyds Bank plc
✨Know Your Customer Service Stuff
Make sure you brush up on your customer service skills and experiences. Be ready to share specific examples of how you've delivered exceptional service in the past, especially in a financial or regulated environment. This will show that you understand the importance of client-facing support.
✨Familiarise Yourself with Financial Concepts
Since this role involves stockbroking and investment accounts, it’s crucial to have a basic understanding of terms like ISA, SIPP, and online investment accounts. Do some research beforehand so you can confidently discuss these topics during the interview.
✨Show Off Your Team Spirit
This position values team collaboration, so be prepared to talk about your experiences working in teams. Highlight any instances where you’ve successfully collaborated with others to meet targets or resolve challenges, as this will demonstrate your ability to fit into their culture.
✨Prepare for Regulatory Questions
Given the regulatory compliance aspect of the role, think about how you’ve handled sensitive information in the past. Be ready to discuss how you ensure compliance and security in your work, as this will be key to showing you’re a good fit for the position.
