Client Operations Executive

Client Operations Executive

Personal Group Limited

• Milton Keynes
• £26,000 per year
• Permanent
• Full-time

5 hours ago

Job: Client Operations Executive
Contract: Permanent, Full-Time. Mon - Friday (Hybrid 2/3)
Location: Milton Keynes
Salary: Up to £26,000 DOE

Are you a confident communicator with strong organisational skills? If so, we have the perfect opportunity for you! Join our team and play a key role in engaging with clients, managing relationships, and ensuring smooth operations. If you thrive in a dynamic environment and have a customer-focused mindset, we'd love to hear from you!

What's great about the role?

We are looking for a proactive Client Operations Executive to arrange engagement visits, manage client relationships, and support the smooth rollout of benefit programs. You will liaise with key contacts, ensure targets and KPIs are met, manage client paperwork, and maintain accurate records in the CRM system. The role also involves handling on-site issues, assisting with departmental administration (including travel bookings), and ensuring effective scheduling for employee engagement visits. Strong organisational and communication skills are essential.

What are we looking for?

• Experience in and confident speaking with customers, either face to face or over the phone
• Experience in sales or customer service is an advantage
• Experience of planning and scheduling work to tight deadlines would be an advantage
• Strong communication and relationship-building skills, with the ability to establish trust, challenge effectively, and adapt messaging for different audiences.
• Resilient and adaptable under pressure, capable of managing conflicting priorities while upholding high personal and company standards.
• Customer-focused mindset, committed to understanding needs and exceeding expectations where possible.
• Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook

No candidate will meet every single desired qualification. If your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you!

The Personal Group family offer a range of products help protect, connect, and engage the UK workforce with communication tools, employee benefits, and health insurance plans. Innecto offer specialist pay and reward and employee experience consultancy. Together we provide a full-service solution to help our clients stand out as an employer of choice.

Our mission is to protect the unprotected and connect the unconnected. We want to make work happy, for everyone.

Why? Because when people are happy, they're more productive. And when people feel like they make a difference, they do.

Today we're making work happy for more people than ever before and we are looking for great people to help create a brighter future for the UK workforce.

Could you be our next great hire?

Personal Group: Simple, seamless employee services.

#s1-Gen

Are you a confident communicator with strong organisational skills? If so, we have the perfect opportunity for you! Join our team and play a key role in engaging with clients, managing relationships, and ensuring smooth operations. If you thrive in a dynamic environment and have a customer-focused mindset, we'd love to hear from you! What's great about the role? We are looking for a proactive Client Operations Executive to arrange engagement visits, manage client relationships, and support the smooth rollout of benefit programs. You will liaise with key contacts, ensure targets and KPIs are met, manage client paperwork, and maintain accurate records in the CRM system. The role also involves handling on-site issues, assisting with departmental administration (including travel bookings), and ensuring effective scheduling for employee engagement visits. Strong organisational and communication skills are essential. What are we looking for?

• Experience in and confident speaking with customers, either face to face or over the phone
• Experience in sales or customer service is an advantage
• Experience of planning and scheduling work to tight deadlines would be an advantage
• Strong communication and relationship-building skills, with the ability to establish trust, challenge effectively, and adapt messaging for different audiences.
• Resilient and adaptable under pressure, capable of managing conflicting priorities while upholding high personal and company standards.
• Customer-focused mindset, committed to understanding needs and exceeding expectations where possible.
• Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook
  
  The Personal Group family offer a range of products help protect, connect, and engage the UK workforce with communication tools, employee benefits, and health insurance plans. Innecto offer specialist pay and reward and employee experience consultancy. Together we provide a full-service solution to help our clients stand out as an employer of choice.
Our mission is to protect the unprotected and connect the unconnected. We want to make work happy, for everyone. Why? Because when people are happy, they're more productive. And when people feel like they make a difference, they do. Today we're making work happy for more people than ever before and we are looking for great people to help create a brighter future for the UK workforce. Could you be our next great hire? Personal Group: Simple, seamless employee services. See all our latest investor information at Find out more about our employee benefits and insurance products at and our reward consultancy services at Personal Group Limited