Client Operations Control Executive

Personal Group; Milton Keynes; Remote; GBP 24,000 - 29,000; Full time

Benefits offered by this job

25 days holiday

Private medical insurance

Travel insurance

Maternity/paternity leave

Online GP

Job summary

Personal Group is seeking a Client Operations Control Executive to join our control function in a pivotal support role. You will work with the Control Manager to provide administrative and operational support across Client Operations and Sales, ensuring activities are delivered accurately and efficiently.

The role involves coordinating requests from the Sales team, planning client engagement visits, making outbound calls, and assisting with performance reporting and data gathering.

Qualifications

• Strong communication and interpersonal skills.
• Experience in administrative or coordination work.
• Experience in customer service, sales, or client-facing environments.

Responsibilities

• Provide day-to-day administrative and operational support to the Control Manager.
• Coordinate and manage requests from the Sales team, ensuring they are recorded and progressed.
• Plan and coordinate client engagement visits and related activity.

Skills

Communication

MS Office

Sales coordination

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Job Title: Client Operations Control Executive

Location: UK Remote – With travel to meetings in Milton Keynes as and when required.

Salary:£26,500

Contract Type: Permanent

About the role –

This is an exciting opportunity to join our Control function in a pivotal support role. Working closely with the Control Manager, you'll provide administrative and operational support across Client Operations and Sales, ensuring activities are delivered accurately, efficiently, and to a high standard.

You'll also play an important part in client engagement, helping to build positive relationships and deliver a consistent, professional service.

What You’ll Be Doing –

Provide day-to-day administrative and operational support to the Control Manager.

Support the coordination and management of requests from the Sales team, ensuring they are accurately recorded and progressed.

Assist with the planning and coordination of client engagement visits and related activity.

Make outbound calls to clients where required, providing a professional and consistent client experience.

Support the Control Manager with daily performance monitoring, reporting and data gathering.

Identify and elevate issues, trends or concerns to the Control Manager where appropriate.

Support the delivery of process improvements, identifying opportunities to improve efficiency and ways of working.

What Success Looks Like –

Strong communication and interpersonal skills, with the confidence to communicate effectively with a range of audiences.

Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook.

Experience of administrative or coordination-based work would be advantageous.

Experience in a customer service, sales or client-facing environment.

A desire to learn and enhance your skills.

So, what’s in it for you?

• Minimum of 25 day holiday rising with service and option to purchase more
• Private medical insurance and practical health plan
• Free travel insurance
• Enhance maternity and paternity leave
• Online GP

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page - https://personalgroup.teamtailor.com/

Do you live our values?

Passion

Bringing energy and enthusiasm to your work every day. We value people who are motivated, engaged, and excited to make a difference.

Pace

We move with purpose, staying focused and efficient to get things done while maintaining high standards. We value action and smart decision-making to drive progress.

Professionalism

It’s not just about what we do, but how we do it. We approach every task with integrity, respect, and a commitment to delivering our best work.

Diversity, Inclusion & Flexibility

Personal Group is proud to be an inclusive employer and welcomes applications from people of all backgrounds and experiences. We support flexible working where possible, with core hours typically between 10:00–16:00 and remaining hours worked to suit individual needs.

We are committed to making adjustments and providing accommodations throughout the recruitment process and employment, ensuring those with caring responsibilities, disabilities, or health conditions are fully supported. If you require any adjustments, please contact our Recruitment Team, we’re here to help.

About us

At Personal Group, we are a leading UK provider of employee benefits and health insurance. Since the 1980s, we have been on a mission to revolutionise insurance and employee benefits, and while our business has evolved over the past four decades, our commitment to supporting people and businesses has remained constant.

Today, we are focused on improving employee health, wellbeing and engagement, working towards our vision of being “the champion of affordable benefits, keeping businesses and their employees happy, healthy and protected.” Our culture is shaped by our core values of Pace, Passion and Professionalism, which guide how we work together, support our customers and deliver when it matters most.

Could You Be Our Next Great Hire?