We’re recruiting for a Client Asset Management Associate to work in a dynamic role at StepChange Debt Charity in Leeds. In this position, you will be responsible for supporting the Charity in relation to its client money functions, including allocation of client/creditor receipts, disbursement of client funds as well as other related processes. This opportunity is offered on a fixed term contract basis for a period of 12 months.

Where you’ll work:

We operate a hybrid working model combining remote working with some days in our new Leeds city centre office.

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’ll be doing:

  • Process manual and automated client/creditor deposits to the charity
  • Process refunds (including historical uncashed refunds) ensuring these are processed daily, ensuring that BACS transfers are promoted where possible
  • To ensure that held debts/funds are processed and managed within agreed timescales
  • To maintain and process accurate records for clients and creditors by processing BACS and departmental reports/alerts
  • Assist internal departments (and on occasion; external clients/creditors) with all payment related queries by telephone / email / correspondence
  • Conduct appropriate Anti Money Laundering/Source of Funds checks and report any suspicions

What you’ll bring:

To be successful in this role you will have a head for numbers, have accurate data input skills and great attention to detail. In addition, we would love to see experience / knowledge of one or more of the following:

  • Previous transactional/financial processing experience (desirable)
  • Knowledge of BACS or Direct Debit processes (desirable)
  • Knowledge of CASS 11 rules and expectations (desirable)
  • Knowledge of AML processes (desirable)

Salary: £20,150

The rewards:

  • 24 days annual leave (this increases by one day per year up to a maximum of 29), plus bank holidays
  • The opportunity to buy and sell annual leave
  • Hybrid working- with IT equipment provided when you’re working from home
  • A personal career plan and ongoing training and development and support with role-related professional subscriptions and qualifications
  • Travel season ticket loans
  • Cycle-to-work scheme
  • Group pension scheme
  • Group Company Life Assurance
  • Westfield Health cash plan with employee discounts in high street shops
  • Vitality at Work health and wellbeing
  • Employee assistance programme
  • Access to financial planning and advice
  • 2 days paid volunteering leave per year
  • Family friendly pay: pre-adoption/fertility/surrogacy and post-adoption pay
  • Long service awards
  • Free hot drinks (tea, coffee, hot chocolate) in the office

Equality, diversity, and inclusion:

Equality, diversity, and inclusion are incredibly important to us; we have a culture of belonging. We’re always looking to increase the diversity of our workforce to ensure we can provide the best service possible for everyone. It’s not just about the professional experience you bring – we’re interested in who you are and your potential. If there’s an adjustment to our recruitment process that would help you to be your best, speak to our team and they’ll be happy to help.