Operations Executive

Evelyn Partners Liverpool, England Posted Apr 7, 2026

Full Time
Hybrid

Job description

This Operations Executive opportunity in Liverpool is built around ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management. It would suit someone who can bring strong professional approach to the role.

Where the work sits

We're seeking talented individuals to join our Operations team in Liverpool. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss future opportunities with us.

How the role works day to day

Ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management. Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales. Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.

What helps in this setting

Strong professional approach.

Practical details

  • Work model: Hybrid.
  • Additional detail: Flexible working options may be available.

What needs to be in place

  • Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
  • Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant.
  • Experience gained within a financial services institution especially in Operations is advantageous but not essential.

Requirements mentioned

  • Excel

Job details

  • Benefits mentioned: Holiday allowance, Hybrid working
Report this job
Report this job

Help us keep Jobs247 accurate, safe, and useful for job seekers.

Usually takes less than 20 seconds
We review reports to remove misleading, expired, or duplicate listings faster.
Keep exploring similar roles

Search for more Operations Executive jobs from Evelyn Partners in Liverpool, England.