Customer Operations Executive

Walker Lovell; Greater London; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join an established industry player as a Customer Operations Executive, where you'll enhance client experiences for a prestigious financial brand. This dynamic role allows you to be the first point of contact for new subscribers, ensuring smooth onboarding and ongoing engagement. Your proactive approach will help shape customer satisfaction and retention while collaborating with various teams. With opportunities for career growth and exposure to commercial operations, this position is perfect for detail-oriented communicators who thrive in fast-paced environments. Make a significant impact in a respected organization known for its credibility in global finance.

Qualifications

• Experience in a client service or operations role within a professional environment.
• Strong written and verbal communication skills with clients and teams.

Responsibilities

• Act as the first point of contact for new subscribers and manage account set-up.
• Conduct proactive account check-ins and ensure renewals are managed efficiently.

Skills

Client Service Experience

Strong Communication Skills

Attention to Detail

CRM Systems (Salesforce)

Proactive Mindset

Tools

Salesforce

Job description

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Senior Recruitment Manager at Walker Lovell - Head of Information Services

Play a Key Role in Elevating Client Experience for a Globally Respected Financial Brand

This is a standout opportunity to join a highly regarded, international organisation at the forefront of financial insight and intelligence. As Customer Operations Executive, you’ll be the driving force behind customer onboarding, engagement, and support—helping shape the experience of a global client base that includes some of the most influential names in the financial sector.

If you're a detail-oriented communicator who enjoys variety in your day and takes pride in delivering top-tier service, this role offers both impact and career progression.

What You’ll Be Doing

• Act as the first point of contact for new subscribers—guiding them through account set-up, content access, and ongoing product engagement.
• Conduct proactive account check-ins and ensure renewals are managed efficiently and successfully.
• Manage a wide range of inbound queries via phone, email, and video—delivering fast, clear, and solutions-focused responses.
• Work with teams across sales, marketing, operations, and awards to ensure a smooth and consistent customer journey.
• Use Salesforce to track and resolve support cases, taking full ownership from issue identification through to resolution.
• Identify opportunities for product expansion, additional users, and process improvements based on customer needs and feedback.
• Maintain up-to-date customer data, ensure billing contacts are correct, and contribute to accurate reporting on engagement metrics.

What You’ll Bring

• Experience in a client service, operations, or administrative role within a professional, customer-focused environment.
• Strong communication skills—both written and verbal—with confidence in dealing with both clients and internal teams.
• High levels of accuracy, attention to detail, and the ability to manage multiple priorities.
• A collaborative approach and the ability to work independently and calmly under pressure.
• Solid experience with CRM systems such as Salesforce (or similar).
• A proactive mindset, always looking for ways to enhance the client experience and streamline internal processes.

Why This Role Stands Out

• Impactful work: You’ll be instrumental in shaping the client experience and supporting revenue retention and growth.
• Respected organisation: Work with a company known for its influence and credibility within global finance.
• Dynamic environment: No two days are the same—this is a varied, fast-moving role at the heart of the business.
• Career growth: Gain broad exposure to commercial teams and develop skills across customer success, marketing, and sales operations.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service and Sales

Industries

• Financial Services, Information Services, and Technology, Information and Media

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