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Client Asset Management Associate

Salary
20,150
Location
Leeds
Shift Pattern
Monday to Friday 9am to 5pm
Contract Type
Permanent
Hours of Work per Week
35
Closing Date
28/01/2022
Ref No
1807
Documents

We are looking to recruit a Client Asset Management Associate in a dynamic role based at StepChange Debt Charity in Leeds.  The role is a mixture of remote / office working, to ensure we are adhering to FCA rules we ask that colleagues are in a minimum of 1 day a week and all training will be conducted in the office (minimum of 3 days a week whilst training new tasks). 

What you will be doing

  • Process manual and automated client/creditor deposits to the charity, ensuring disbursement activities take place within pre-defined regulatory FCA CASS expectations
  • To work daily exceptions and unallocated deposits (including historical transactions) ensuring that steps are always taken to disburse within pre-defined regulatory FCA CASS expectations
  • Process refunds (including historical uncashed refunds) ensuring these are processed daily, ensuring that BACS transfers are promoted where possible
  • Support all aspects of the disbursement process ensuring that predefined and approved processes are adhered to and any risks or errors are immediately reported to management
  • To ensure that held debts/funds are processed and managed within agreed timescales and the appropriate action is taken for each
  • To maintain and process accurate records for clients and creditors by processing BACS and departmental reports/alerts in a timely manner

What we want from you

  • Previous transactional/financial processing experience (essential)
  • Literate in Microsoft Word and Excel
  • Problem solving using own initiative
  • Self-motivated, with a positive attitude towards change
  • Highly numerate and skilled in accurate data entry, with good attention to detail. 
  • Knowledge of BACS or Direct Debit processes (desirable)
  • Knowledge of CASS 11 rules and expectations (desirable)
  • Knowledge of AML processes (desirable)

 What we offer you

  • 24 days annual leave (this increases by one day per year up to a maximum of 29), plus bank holidays
  • Hybrid work – the ability to work from home and from our new offices
  • An individually tailored personal development plan and ongoing training
  • The opportunity to buy and sell annual leave
  • Use of a Charity laptop and headset for working from home
  • Travel season ticket loans
  • Discounted car parking
  • Cycle-to-work scheme
  • Group personal pension scheme
  • Westfield Health cash plan
  • Employee assistance programme
  • Financial planning
  • Long service awards
  • Free tea and coffee in the office

About us:

StepChange are the UK’s largest and most comprehensive provider of free debt advice. Hundreds of thousands of people come to us for help every year. Some are at crisis point and many don't see a way out. We help them to find a way out of their debt problems. We don't judge people; we provide the support, guidance and solutions that are needed. Whatever the situation we'll look for practical solutions that make our clients' lives better.

 

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