At a Glance
- Tasks: Support customers with their accounts and deliver exceptional service through various communication methods.
- Company: Join a leading financial services firm committed to diversity and inclusion.
- Benefits: Generous pension, performance bonuses, flexible working, and 22 days holiday.
- Other info: Dynamic hybrid work environment with opportunities for growth and development.
- Why this job: Kickstart your career in finance while making a real difference for customers.
- Qualifications: Strong customer service skills and attention to detail required.
The predicted salary is between 26200 - 27530 € per year.
This is a full‑time role based in Leeds.
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.
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, delivering 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.
- 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.
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
Senior Customer Operations Assistant in Wellington employer: Lloyds Banking Group
As a Senior Customer Operations Assistant at our Leeds office, you will join a forward-thinking team that prioritises collaboration and inclusivity, ensuring every employee feels valued and empowered. With flexible working options, generous benefits including a pension contribution of up to 15%, and a commitment to diversity, we provide an environment where you can thrive both personally and professionally. Our focus on employee growth and wellbeing initiatives makes us an excellent employer for those seeking a meaningful career in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Customer Operations Assistant in Wellington
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions. Think about how your experience aligns with the role of Senior Customer Operations Assistant and be ready to share specific examples.
✨Tip Number 3
Show your passion for customer service! During interviews, highlight your previous experiences where you went above and beyond for customers. It’s all about demonstrating that you care.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Customer Operations Assistant in Wellington
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 to show us you can present information logically and effectively.
Highlight Team Collaboration:We love teamwork at StudySmarter! Make sure to include examples of how you've successfully collaborated with others in previous roles. This will help us see how you fit into our inclusive and collaborative environment.
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 to do!
How to prepare for a job interview at Lloyds Banking Group
✨Know Your Customer Service Stuff
Make sure you brush up on your customer service skills and experiences. Think of specific examples where you've gone above and beyond for a customer, especially in a financial context. This will show that you understand the importance of delivering exceptional service.
✨Familiarise Yourself with Financial Concepts
Since this role involves stockbroking and financial services, it’s crucial to have a basic understanding of terms like ISAs and SIPP. Do some research on these topics so you can speak confidently about them during the interview.
✨Show Off Your Team Spirit
This position values collaboration, so be ready 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
Given the regulatory nature of the role, expect questions about compliance and security protocols. Brush up on relevant regulations and think about how you would handle sensitive information or customer complaints to demonstrate your understanding of these critical aspects.
