At a Glance
- Tasks: Support customers with their accounts and deliver top-notch service through various communication methods.
- Company: Join Lloyds Banking Group, a leader in financial services with a focus on inclusion.
- Benefits: Enjoy a competitive salary, generous pension, flexible working, and a range of wellbeing initiatives.
- Other info: Embrace a dynamic work environment with opportunities for growth and development.
- Why this job: Kickstart your career in finance while making a real impact on customer experiences.
- 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
This is a full-time role based in Leeds.
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 of 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 escalate these as appropriate.
Why Lloyds Banking Group: Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.
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.
We also offer a wide-ranging benefits package, which includes:
- 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
This is a once in a career opportunity to help shape your future as well as ours. Join us and grow with purpose.
Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Senior Customer Operations Assistant employer: Lloyds Bank
Lloyds Banking Group is an exceptional employer that prioritises inclusivity and employee growth, offering a dynamic work environment in Leeds. With a strong focus on collaboration, flexible working options, and a comprehensive benefits package including generous pension contributions and wellbeing initiatives, employees are empowered to thrive both personally and professionally. Join us to be part of a team that values diversity and makes a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Customer Operations Assistant
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of research on Lloyds Banking Group. Check out their values and recent news. This will help you connect your experiences to what they care about, showing you're a great fit.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills in customer service and teamwork can shine in the Senior Customer Operations Assistant role.
✨Tip Number 3
Be ready to share examples! Think of specific times when you delivered exceptional customer service or solved a tricky problem. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. Mention something specific from your chat to remind them of your conversation and reinforce your interest in the role. And remember, apply through our website for the best chance!
We think you need these skills to ace Senior Customer Operations Assistant
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for 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!
Showcase Your Communication Skills:Since this role involves a lot of client-facing support, it's crucial to demonstrate your strong communication skills. Use clear and concise language in your application, and don’t forget to mention any experience you have with different communication methods like emails or instant messaging.
Highlight Team Collaboration:We love teamwork at StudySmarter! Make sure to include examples of how you've successfully worked in a team environment. This could be through projects, problem-solving, or any collaborative efforts that showcase your ability to work well with others.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy and straightforward – just follow the prompts!
How to prepare for a job interview at Lloyds Bank
✨Know Your Customer Service Stuff
Make sure you brush up on your customer service skills. Since this role is all about delivering exceptional support, be ready to share examples of how you've handled customer queries in the past. Think about specific situations where you went above and beyond to help someone out.
✨Familiarise Yourself with Financial Concepts
Get a good grasp of basic financial terms and concepts, especially those related to stockbroking and investment accounts. This will not only show your interest in the role but also help you answer questions more confidently during the interview.
✨Show Off Your Team Spirit
This position values collaboration, so be prepared to discuss how you've worked effectively in teams before. Share stories that highlight your ability to communicate and resolve challenges with colleagues, as well as how you contribute to a positive team environment.
✨Prepare for Regulatory Questions
Since compliance is key in this role, think about how you would handle sensitive information and customer complaints. Be ready to explain your understanding of banking regulations and how you ensure compliance in your work.
