Operations Associate

Posted Yesterday
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Harbor Side, CA, USA
In-Office
Entry level
Financial Services
The Role
Deliver personalised, omni-channel client service (voice, letter, email, chat). Listen, resolve first time, escalate appropriately, support vulnerable clients, follow policies and regulatory controls, and contribute to team risk and control activities to ensure good client outcomes.
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

Delivering a uniquely personalised service to our clients through an omni channel experience Obsessed with Client service, meeting the needs and providing solutions.

Obsessed with the Client, you deliver a uniquely personalised service by, listening to their needs, resolving first time, ensuring the right outcome for the client and HL. Communicating with our Clients in a variety of ways, depending on client preference, such as voice, letter, email and chat Adhering to and understanding the relevant policies, controls, regulatory rules applicable to your role. Clear on when to escalate an issue or concern. Able to identify and support vulnerable clients. Supports the team's risk and control activities to ensure good client outcomes and risk management culture.

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

  • Strong client service and communication skills across phone, email, letter and chat
  • Ability to resolve client issues first time and determine when to escalate
  • Understanding and adherence to relevant policies, controls and regulatory rules
  • Ability to identify and support vulnerable clients
  • Support team risk and control activities to ensure good client outcomes
  • Willingness to work flexibly including hybrid working as required
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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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