Operations Associate

Posted Yesterday
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Harbor Side, CA, USA
In-Office
Entry level
Financial Services
The Role
Provide accurate, compliant administrative support within the Service team, resolve client issues, maintain reliable team processes, communicate across teams, and contribute to departmental projects while developing financial services expertise.
Summary Generated by Built In
Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

Our Service team is the centre of the business, we are often the main point of communication with our clients and put them at the heart of every interaction. Utilising internal systems, service colleagues pride themselves on adhering to regulatory compliance and keeping the upmost accuracy.
Through our successful Service Progression Pathway, you will acquire the knowledge to continue to grow professionally within Financial Services. If you are driven to succeed and are looking to further develop your career, we need your help to make us even better!

What you’ll be doing

  • Ensuring all team administrative functions are processed accurately and efficiently.

  • Ensuring team processes are reliable and effective. • Taking ownership for team results.

  • Communicating well with your team, department, and wider business.

  • Taking ownership for resolving any issues that are presented.

  • Taking part in wider department projects when opportunities arise.

About you

Essential

  • Excellent organisational skills.

  • Proactive and willing to learn new skills.

  • Ability to work collaboratively to achieve results.

  • Motivated to achieve high standards.

  • Drive to deliver quality client service.

  • Exceptional attention to detail.

  • Excellent communication skills.

  • Taking pride in your work.

Desirable

  • Customer service experience

  • Administration experience

Interview process

  • Competency based interview conducted through Microsoft Teams

Working Schedule

  • Monday to Friday, shifts between 8am – 6pm. 37.5 hours a week

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

  • Discretionary annual bonus* and annual pay review 
  • 25 days* holiday plus bank holidays and 1-day additional Christmas closure 
  • Option to purchase an additional 5 days holiday**  
  • Flexible working options available, including hybrid working  
  • Enhanced parental leave 
  • Pension scheme up to 11% employer contribution 
  • Income Protection and Life insurance (4 x salary core level of cover)  
  • Private medical insurance* 
  • Health care cash plans - including optical, dental, and outpatient care 
  • Health screening programme
  • Help@hand - confidential support including mental health counselling and remote GP 
  • Wellhub - unlimited access to fitness providers and wellness coach sessions 
  • Variety of travel to work schemes with bike storage and shower facilities 
  • Inhouse barista and deli serving subsidised coffee and sandwiches 
  • Two paid volunteering days per year 

* dependant on role level 

** only available to select during our annual benefits window, in November each year 

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.

Skills Required

  • Excellent organisational skills
  • Proactive and willing to learn new skills
  • Ability to work collaboratively to achieve results
  • Motivated to achieve high standards
  • Drive to deliver quality client service
  • Exceptional attention to detail
  • Excellent communication skills
  • Taking pride in your work
  • Customer service experience
  • Administration experience
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The Company
HQ: Bristol
2,038 Employees
Year Founded: 1981

What We Do

We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to manage place, allowing them to be in control.

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