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 updates Handle inbound enquiries and serve as the first point of contact across phone, email, and other channels Prioritise and process daily tasks while maintaining high service quality and meeting KPIs/SLAs Identify client solutions and suggest process improvements to enhance the customer journey Participate in team meetings and contribute to a culture focused on Consumer Duty and continuous improvement About You: Strong interpersonal and communication skills Confident working independently and collaboratively to achieve team goals Detail-oriented with strong data processing and analytical abilities Proactive, self-motivated, and eager to develop your skills Comfortable handling inbound/outbound calls (platform training provided) Knowledge of ISAs, SIPPs, or financial services qualifications is beneficial An interest in the financial markets is a plus Benefits: Discretionary bonus scheme A contribution of 9% of your gross salary into your pension each month 33 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 benefits EAP Enhanced parental leave Enhanced sick pay Support with professional development Life Assurance Income Protection If you're looking for an opportunity to grow in a fast-paced, customer-focused environment, apply today.