Customer Operations Specialist

Posted 12 Days Ago
Be an Early Applicant
House, NM, USA
In-Office
29K-30K Annually
Junior
Fintech • Software • Financial Services
The Role
Handle customer onboarding, account servicing and maintenance across journeys; process requests end-to-end in line with risk and regulatory requirements; use digital tools to manage workflows; collaborate across teams to resolve queries and identify process improvements to enhance customer experience.
Summary Generated by Built In

End Date

Thursday 23 July 2026

Salary Range

£28,776 - £30,290

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share, Reduced Hours

Job Description Summary

Please note this role is only available for colleagues residing in, or to those who hold right to work permits for Isle of Man.
This is a full time, permanent role based in the Isle of Man - although part time hours may be considered.

Job Description

JOB TITLE: Customer Operations Specialist

SALARY:  £28,776

LOCATION(S): Isle of Man

HOURS: Full-time, 35 hours per week. Part-time working patterns may be considered

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office.

Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy. 

What you’ll be doing:

We're looking for a Customer Operations Specialist to join our Client Delivery team.
This is a fantastic opportunity to build broad operational experience whilst helping deliver outstanding service to customers across a variety of journeys including onboarding, account servicing, maintenance and customer support activities.
No two days are the same. You'll work with colleagues across multiple teams, use digital tools to simplify processes and help ensure we deliver the right outcomes for our customers first time.
We're particularly interested in people who enjoy solving problems, taking ownership and continuously looking for ways to improve customer experiences.

In this role you’ll:

  • Support customers through key onboarding, servicing and account maintenance journeys, ensuring requests are handled from start to finish

  • Complete activity accurately and in line with risk, regulatory and operational requirements

  • Work collaboratively across Client Delivery to resolve queries and deliver the right customer outcomes

  • Use digital tools and systems confidently to manage work, track progress and support efficient processing

  • Identify opportunities to simplify processes, improve customer experience and support continuous improvement activity.

Why join us?

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we’re looking for?

  • Experience in a customer service, operational or administrative role, ideally gained over at least 12 months

  • Strong organisational skills with the ability to manage competing priorities and follow tasks through to completion

  • High attention to detail, with the ability to complete work accurately and in line with procedures

  • Confidence using technology, digital tools and multiple systems to manage customer or operational activity

  • Strong communication and teamwork skills, with the ability to work well across different teams

  • Ability to take ownership of customer queries, solve problems and escalate where appropriate.

And any experience of these would be great:

  • Experience working in banking, financial services or another regulated environment

  • Knowledge of customer onboarding, account servicing or operational processing

  • Experience supporting process improvement, change activity or digitisation.

We know that great talent comes from many backgrounds. We recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you:

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

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.

Ready for a career where you’ll learn and thrive?

Apply today and find out more.

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.

Skills Required

  • Right to work in the Isle of Man / residing in the Isle of Man
  • Minimum ~12 months experience in a customer service, operational, or administrative role
  • Strong organisational skills and ability to manage competing priorities
  • High attention to detail and ability to complete work accurately in line with procedures
  • Confidence using technology, digital tools and multiple systems to manage customer or operational activity
  • Strong communication and teamwork skills
  • Ability to take ownership of customer queries, solve problems and escalate where appropriate
  • Hybrid working pattern: at least two days per week (approximately 40%) in the office
  • Experience working in banking, financial services or another regulated environment
  • Knowledge of customer onboarding, account servicing or operational processing
  • Experience supporting process improvement, change activity or digitisation
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The Company
HQ: London
60,287 Employees

What We Do

Our purpose is Helping Britain Prosper. We do this by creating a more sustainable and inclusive future for people and businesses, shaping finance as a force for good. We're part of an ever-changing industry and are currently on a journey to shape the financial services of the future, whilst supporting our customers’ changing needs. The scale and reach of our Group means we can offer a broad range of opportunities to learn, grow and develop. Our values-led culture and approach to inclusion and diversity means we can all make a real difference together.

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