Client Operations Lead – Finance & Advisory Services

Novia Global; Bath; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Discretionary bonus

Employer pension contribution 9%

33 days annual leave

Opportunity to buy/sell 5 extra days

Job summary

Novia Global is seeking an Operations Executive to deliver high-quality service to advisers and clients, handling enquiries and a range of administrative tasks. You will support day-to-day operations, manage client records, and assist with platform setups, ensuring efficient, compliant service.

The role focuses on accurate processing, responsive problem solving, and contributing to a strong customer journey in line with regulatory requirements.

Qualifications

• Excellent interpersonal and communication skills.
• Ability to work well individually and as part of a team.
• Strong data and analytical processing skills.
• Self-motivated and pro-active.
• Willingness to learn.

Responsibilities

• Deliver day-to-day support to advisers and clients, handling telephone enquiries and administrative processes.
• Manage changes to client records, manual trading, platform issues, and platform set-ups.
• Respond to general adviser and client queries with high-quality service and timely resolution.
• Maintain compliance with risk, confidentiality, GDPR and CASS rules.

Skills

Interpersonal skills

Communication skills

Data analysis

Self-motivation

Job description

Novia Global is seeking an Operations Executive to deliver high-quality service to advisers and clients, handling enquiries and a range of administrative tasks. You will support day-to-day operations, manage client records, and assist with platform setups, ensuring efficient, compliant service.

The role focuses on accurate processing, responsive problem solving, and contributing to a strong customer journey in line with regulatory requirements.