Job Details

• Bath – Hybrid (2 days work from home)
• Monday – Friday 37.5 hours per week
• £21,000 - £24,000 p/a – depending on experience

We’re excited to be recruiting for a self-motivated Operations Executive for our client based in the heart of Bath. If you have previous financial services experience, this could be the opportunity for you!

Our client is a successful wealth management company and the successful candidate will join the Onboarding team to guide clients through the initial onboarding journey.

You will be responsible for delivering excellent service to all clients as well as liaising with internal, external, and third parties. Excellent interpersonal and communication skills are essential.

In return, you will receive a competitive salary with excellent benefits including a discretionary bonus scheme, income protection scheme, contributory pension, ongoing career development plans, and regular social events (just to name a few).

Duties will include:

• Conducting relevant onboarding checks including Anti-Money Laundering
• Processing transfer paperwork and all other required documentation
• Acting as first point of contact for customers, advisers, and third parties
• Ensuring client requirements are met with high standards of service
• Providing suitable solutions to clients and engaging with colleagues to improve the customer journey
• Adhering to all Key Performance Indicators and Service Level Agreements

Required skills and experience:

• Previous experience in a similar financial services role
• Knowledge of relevant regulatory and risk frameworks
• Excellent written and verbal communication skills
• Strong IT and data processing skills

If this role is of interest to you, please apply today!