Stockbroking Transfer Assistant Leeds, England
Lloyds Banking Group
Full Time
Leeds, England
21285 - 23650 GBP ANNUAL Today
Job description
End Date
Wednesday 23 August 2023
Salary Range
£21,285 - £23,650Agile Working Options
Job Description Summary
Job Description
JOB TITLE: Stockbroking Transfers Assistant
LOCATION: Leeds, Lovell Park
HOURS: Full-time (35 hours per week)
WORKING PATTERN: Mon – Fri between 8am – 5pm
A mixture of working from home and office based. You'll work in the office for the first few months to complete your training & get your systems up and running, and then working from home will be discussed with your Team Leader. Once fully competent, it will then be a hybrid approach - two days a week in office, 3 days homeworking.
About this opportunity
In this role you will be responsible for undertaking Operational tasks to support the Transfers operational area. 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.
Your daily tasks will involve processing customer requests to transfer their account and/or holdings between providers, by communicating effectively with other business areas, clients and other providers while maintaining regulatory requirements relating to CASS, HMRC and the FCA.
- Deliver first class professional written and verbal service to internal and external customers whilst answering queries via out telephony and messaging services, through the accurate completion of administrative tasks within a team environment. This will cover the range of products and services offered by HSDL including ISA's, Self Invested Personal Pensions and Online Investment Accounts, across multiple Lloyds Banking Group Brands.
- 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
- Build relationships typically at peer level across the business in order to clarify facts, verify technical details, exchange information or resolve enquiries and issues. You will be expected to escalate these as appropriate.
- 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.
- When required demonstrate the flexibility to support other business areas
- Daily collation of processing data and the production of management information
- Readiness to identify and suggest improvements to new and existing processes, procedures and systems
What you’ll need
- A positive approach to Customer Service is essential, with an excellent telephone manner
- Capable of making the right judgement decisions in order to ensure the best customer outcomes
- Strong communication skills, and able to present factual information in a logical and structured way
- IT literate, comfortable with the use of keyboard and software applications and mail merge processes
- Able to use arithmetical/numerical skills to undertake a range of basic calculations to support customer enquiries
- Ability to work as part of a team as well as independently.
Giving you the following 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
- A range of wellbeing initiatives and generous parental
leave policies
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 people to feel that they belong and can be there best, regardless of background, identity or culture.
If you’d like reasonable adjustments to be made to the recruitment process, just let us know.
If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you!
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.
