Customer Operations Executive

JR United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a globally respected financial brand as a Customer Operations Executive, where you'll play a crucial role in enhancing client experiences. This dynamic position involves onboarding new customers, managing inquiries, and collaborating with various teams to ensure smooth operations. You'll leverage your strong communication skills and attention to detail to drive customer satisfaction and retention. This role not only offers impactful work but also provides opportunities for career growth within a respected organization at the forefront of financial insight. If you're looking for a varied and fast-paced environment, this is the perfect opportunity for you.

Qualifications

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

Responsibilities

• Guide new subscribers through account setup and product engagement.
• Manage inbound queries and deliver solutions-focused responses.

Skills

Client Service Experience

Communication Skills

Attention to Detail

CRM Systems (Salesforce)

Problem-Solving

Tools

Salesforce

Job description

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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.