Job Title

Do you have excellent interpersonal and communication skills, with strong attention to detail?Our client, a growing wealth management platform, is looking for an Operations Executive to join their friendly and supportive Client Servicing team on a full-time basis in Bath.Key Responsibilities:Support advisers and clients with ongoing servicing, including ISA transfers, withdrawals, platform setups, and client updatesHandle inbound enquiries and serve as the first point of contact across phone, email, and other channelsPrioritise and process daily tasks while maintaining high service quality and meeting KPIs/SLAsIdentify client solutions and suggest process improvements to enhance the customer journeyParticipate in team meetings and contribute to a culture focused on Consumer Duty and continuous improvementAbout You:Strong interpersonal and communication skillsConfident working independently and collaboratively to achieve team goalsDetail-oriented with strong data processing and analytical abilitiesProactive, self-motivated, and eager to develop your skillsComfortable handling inbound/outbound calls (platform training provided)Knowledge of ISAs, SIPPs, or financial services qualifications is beneficialAn interest in the financial markets is a plusBenefits:Discretionary bonus schemeA contribution of 9% of your gross salary into your pension each month33 days annual leave that includes English statutory bank and public holidays (prorated for part time employees)Opportunity to buy or sell an additional 5 days annual leave (prorated for part time employees)Private healthcare programme including dental benefitsEAPEnhanced parental leaveEnhanced sick paySupport with professional developmentLife AssuranceIncome ProtectionIf you're looking for an opportunity to grow in a fast-paced, customer-focused environment, apply today.