Operations Administrator – Client Cash

interactive investor

. Process tasks within Operations, including Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions .

Posted 10/10/2026contractLeeds • United KingdomMid-LevelSenior💰 £28,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing operational tasks with a focus on accuracy and adherence to FCA regulations, while providing exceptional customer service and supporting team objectives. Capable of recommending process improvements and managing risks effectively.

Highest-signal resume keywords

Timely Task ProcessingOutstanding Customer ServiceFCA Regulations AdherenceRisk Management FrameworkProcess Improvement Recommendations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash ProcessingSettlements ProcessingCustomer Accounts ManagementPensions ProcessingTransfers ProcessingReconciliationsCorporate Actions ProcessingManagement Information ProvisionOperational Process AdherenceQuery Resolution

Soft Skills

Relationship BuildingTeam CollaborationFlexibilityProblem SolvingEffective Communication

Certifications & Qualifications

Training & Competence Scheme

Industry Keywords

Operational ProcessesCustomer ServiceRegulatory ResponsibilitiesCorrective ActionsPreventative Actions

About the role

Key responsibilities & impact

Process tasks within Operations, including Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions
Ensure accurate adherence to departmental policies, procedures and regulatory responsibilities
Build effective relationships with internal departments and external stakeholders
Provide high-quality service to customers
Answer queries from Customer Services regarding operational processes
Handle customer email and phone queries relating to operational processes
Process tasks and queries promptly and accurately
Make customer contact to enable straight-through processing where appropriate
Escalate risks and unresolved issues to support investigations
Prioritize corrective and preventative actions
Recommend policy, process and procedure improvements
Support internal customer queries through the departmental telephone query team
Provide Management Information and support team objectives as needed

Requirements

What you’ll need

Timely processing of tasks and queries with a high degree of accuracy
Outstanding customer service for internal and external customers
Customer contact via appropriate mediums to enable straight through processing
Adherence to applicable regulations and FCA rules and guidance
Ability to escalate identified risks and unresolved issues with accurate information
Ability to prioritize corrective and preventative actions
Ability to challenge policies, processes and procedures and recommend improvements
Participation in the departmental telephone query team
Ability to work as part of a team and support colleagues
Ability to deliver efficient, consistent and high-quality customer service
Flexibility to move between tasks as business needs require
Ability to make informed risk decisions and challenge management recommendations within the approved Risk Management Framework
Ability to keep departmental procedures up to date
Maintain appropriate knowledge, skills and expertise through the Training & Competence scheme
Ability to provide Management Information as required

Benefits

Comp & perks

Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
Life Assurance and Group Income Protection
Private Medical Insurance – Provided by Bupa
25 Days Annual Leave, plus bank holidays
Staff Discounts on our investment products
Personal & Well-being Fund – Supporting your physical and mental wellness
Retail Discounts – Savings at a wide range of high street and online retailers
Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle