Job Description
Are you experienced in payments, transfers, or wider banking operations - and ready to take the next step in your career?
We’re supporting an award winning international wealth management platform that is expanding its Operations team and looking for an Operations Executive to join their growing Bath-based office.
This business provides innovative online technology that empowers professional advisers to manage investments for internationally mobile clients, expats, and trustees. Their platform offers access to a wide range of investment options, including GIAs, ISAs, and SIPPs, as well as portfolio management tools and investment services.
What you’ll be doing:
As an Operations Executive, you’ll play a key role in the heart of the business - ensuring advisers and clients receive an exceptional service. Your responsibilities will include:
1. Processing and prioritising day-to-day operational tasks, including payments, transfers, withdrawals, and client instructions
2. Managing client account changes, including residency updates, adviser appointments, and platform set-ups
3. Investigating and resolving queries, ensuring clients receive timely, compliant, and accurate outcomes
4. Supporting operational risk management by escalating incidents, contribu...