Operations Executive - Liverpool

TN United Kingdom; Liverpool; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in Liverpool is seeking an Operations Executive to join their team. The role involves ensuring compliance with operational standards, responding to client queries, and maintaining data quality. Candidates should possess strong interpersonal skills and a keen interest in financial services. Benefits include a competitive salary, private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Demonstrate interest in financial services.
• Ability to communicate effectively to senior audiences.
• Experience within a financial services institution is advantageous.

Responsibilities

• Perform daily duties and ensure compliance with regulatory requirements.
• Respond to client enquiries promptly and accurately.
• Maintain high service levels and minimize errors.

Skills

Interpersonal Skills

Attention to Detail

Communication

Problem Solving

Organizational Skills

Education

Scottish Higher / GCSEs

CISI Investment Operations Certificate

Tools

Microsoft Office

Excel

Job description

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Operations Executive - Liverpool, Liverpool

Location: Liverpool, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

6db53df8fe29

Job Views:

3

Posted:

17.05.2025

Expiry Date:

01.07.2025

Job Description:

What will you be doing?

We're seeking a talented individual to join our Operations team in Liverpool. You will be responsible for performing daily duties, checking, and general processing of all Operations functions, in a timely and accurate manner, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines aligned with service level agreements and data quality controls.

As an Operations Executive, your responsibilities will include among others:

• Ensure all tasks are completed to a high standard, work is produced within deadlines, and any anomalies are reported to your line manager within agreed timescales.
• Ensure that personal and team KPI's / KRI's / MIR are met, and assist in collation of MI highlighting any issues to management.
• Respond to telephone, email, and system enquiries in a timely, professional manner, liaising with external parties where relevant, and escalating issues as needed.
• Log, maintain, and respond to written client enquiries promptly, ensuring all client and external documents are relevant and up to date.
• Adopt a high-quality culture to minimize errors and ensure high service levels, with all work conducted accurately, including data input, document checking, and escalation where necessary.
• Ensure fair treatment of clients in all activities, conducting interactions openly and transparently.

Skills and Experience

To be successful in this role, you should:

• Demonstrate interest in financial services.
• Have working knowledge of Microsoft Office, with at least basic Word and intermediate Excel skills.
• Possess strong interpersonal skills, with the ability to communicate effectively both in writing and verbally to senior audiences.
• Be able to understand and summarize complex information professionally and concisely, solving problems quickly with high accuracy and attention to detail.
• Organize workloads effectively and meet tight deadlines, with flexibility in team priorities.
• Respond promptly to queries from internal and external parties, providing high-quality customer service.

Desired:

• Experience within a financial services institution, especially in Operations, is advantageous but not essential.
• For candidates without relevant experience, Scottish Higher / GCSEs (or equivalent) at level C or higher in relevant subjects.
• Relevant professional qualifications such as CISI Investment Operations Certificate are desirable but not essential.

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value diversity and are committed to an inclusive environment. We offer accommodations for your needs during the application process—please inform your Recruiter of any requirements.