Client Cash Administrator - Processor

Title: Client Cash Administrator

Location: Hybrid – Leeds 3 days on site per week, 2 days remote

Salary: From £27,300

interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

We are recruiting for an Operations Administrator to join our Operations team. This Operations Administrator role is responsible for the effective processing of tasks within the Operations department, this includes but not exhaustive to Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the departments policies, procedures and regulatory responsibilities.

This role will also include building good relationships with both internal departments and external stakeholders.

Responsibilities will include providing the highest quality service to our customers and answering queries from the Customer Services department and dealing with email/phone queries from customers that relate to Operational processes.

• Timely processing of tasks and queries, with a high degree of accuracy.
• Provide outstanding customer service to meet the requirements of both internal and external customers.
• Make customer contact via appropriate mediums to enable straight through processing, where appropriate.
• Adherence to the regulations that apply to the area that you are working in.
• Escalate identified risks and unresolved issues, providing accurate information to support the investigation.
• Ensure corrective or preventative actions are treated with priority.
• Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality.
• Be part of the departmental telephone query team to support all queries and requests from internal customers.
• Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit.
• Confident in delivering an efficient, consistent and high-quality service to our customers.
• Flexibility to move between tasks as business needs require.
• Maintain the organisation’s first line of defence by ensuring adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance.
• Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework.
• Support the team with ensuring departmental procedures are up to date.
• Use the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise to carry out your role.
• Provide Management Information, as and when required.
• Provide support as needed, in order to assist in delivering team objectives.

• Detailed knowledge of departmental processes and purpose.
• Detailed understanding of internal systems used within the department and how they impact the client journey.
• Ability to use initiative and problem-solving skills to creatively resolve issues and find solutions.
• Advanced communication skills – ability to build rapport with colleagues, customers and 3rd parties as required, across all communication channels. Sharing information in a clear and professional manner.
• Advanced enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring.
• Demonstrate the ability to prioritise and manage own workload in accordance with assigned priorities.
• Abilit…