Client Operations Executive

Personal Group

Client Operations Executive at Personal Group responsible for arranging engagement visits and maintaining client relationships. Ensuring Field Sales Executives have sufficient appointments and managing client data.

Posted 7/16/2026full-timeMilton Keynes • 🇬🇧 United KingdomMid-LevelSenior💰 £26,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer focus and relationship-building skills, with experience in sales and customer service. Proficient in planning and scheduling work to meet tight deadlines while maintaining accurate client data in CRM systems.

Highest-signal resume keywords

Customer FocusRelationship BuildingSales ExperienceCRM Data ManagementPlanning and Scheduling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM System ManagementData FormattingSales TechniquesCustomer ServiceAppointment Scheduling

Soft Skills

Interpersonal CommunicationProblem SolvingTrust Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Industry Keywords

Client EngagementField SalesOn-Site Issue Resolution

About the role

Key responsibilities & impact

Arranging engagement visits to client sites
Building and maintaining strong relationships with key client site contacts
o Ensure assigned Field Sales Executives have sufficient viable appointments each day
o Handle on-site issues during rollouts
o Ensure client data is correctly formatted and accurately maintained in the CRM system

Requirements

What you’ll need

Experience in establishing and maintaining good working relationships built on trust
Customer focus – the genuine desire to understand customer needs and respond in a customer focused manner, exceeding expectations where possible
Experience in speaking with customers, either face to face or over the phone
Experience in sales or customer service
Experience of planning and scheduling work to tight deadlines would be an advantage
Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook

Benefits

Comp & perks

Minimum of 25 day holiday rising with service and option to purchase more
Private medical insurance and practical health plan
Free travel insurance
Enhance maternity and paternity leave
Online GP