Operations Associate - Transfers
Excited to grow your career? We value our talented employees, and encourage you to grow your career within HL. If you think you can bring your skills and experience to this role, then please apply now. Band: B
At Hargreaves Lansdown our strategy is to be a client focused company, and our mission is to empower our clients to save and invest with confidence. Everything we do in the Transfers teams works to deliver this strategy. The role purpose is to manage and oversee the efficient transfer of client assets into and out of the company's management, ensuring all transactions are completed accurately, compliantly, and within agreed service standards. The role acts as a key liaison between clients, financial advisers, custodians, platforms, and investment providers throughout the transfer process.
The successful candidate will flourish when working closely as part of a team to complete core tasks, whilst also understanding the importance of taking individual ownership of their work. In line with the HL values, the successful candidate will have a desire to improve existing processes, grow their own knowledge, and implement change.
KEY DUTIES AND RESPONSIBILITIES:
Process client transfers in and out of the business across a range of investment products and accounts.
Monitor transfer progress and proactively resolve delays or discrepancies.
Maintain accurate recor...