Client Services Consultant — Flexible Hours & Growth

Nucleus Financial

Greater London

On-site

GBP 32,000 - 48,000

Full time

2 days ago
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Benefits offered by this job

non-contributory pension
bonus
enhanced parental leave
paid time off for emergencies
health and wellbeing initiatives
flexible working options

Job summary

Nucleus Financial in London is seeking a Client Service Consultant to be the first point of contact for client issues, handling queries and day-to-day support across the Platform and outsourced operations.

You will work with Product, Technology and Operations to resolve issues quickly, own monthly processes, manage communications, and drive continuous improvement while maintaining high client satisfaction.

Qualifications

  • Experience in a client services or client operations role, within wealth management or outsourced operations.
  • Track record of delivering high-quality client support, managing queries and incidents calmly and professionally.
  • Familiarity with ticketing, SLAs and service management processes, with a structured approach to triage and escalation.
  • Strong attention to detail, comfortable managing complex recurring processes and configuration changes without losing accuracy.
  • Confident communication skills, with the ability to keep clients informed and manage expectations during incidents and change.
  • Good technical aptitude, comfortable navigating platform technology and supporting system configuration and reporting.
  • Strong organisational skills and the ability to manage multiple priorities across a portfolio of clients
  • A proactive, solutions-oriented mindset, focused on resolving issues quickly and preventing recurring problems.
  • A genuine passion for delivering an outstanding client experience and a desire to grow within a high-performing team.

Responsibilities

  • First-Line Client Support: act as the primary contact for client issues, queries and day-to-day support needs, including query handling and issue investigation.
  • Ticket Management & Resolution: triage and resolve client tickets through to completion, escalating to second/third line as needed.
  • Day-to-Day Client Support: own monthly client processes, generate reports, and manage routine client communications.
  • Incident, Change & Service Management: manage information flow during incidents and coordinate response to resolution.
  • Root-Cause Analysis & Prevention: facilitate RCAs and drive continuous improvement to prevent repeats.
  • Change Request Management & Scheduling: gather requirements, triage, estimate, prioritise and share timelines with clients.
  • Service Monitoring & Risk Mitigation: track SLAs, KPIs and trends to identify and mitigate service risks.
  • Service Reporting & Governance: manage dashboards and monthly invoices; support governance processes.

Skills

Client services experience
Strong communication
Ticketing & SLAs
Attention to detail
Organisational skills
Proactive problem solving
Customer-focused mindset
Team collaboration
Change management

Tools

Ticketing systems

Job description

Nucleus Financial in London is seeking a Client Service Consultant to be the first point of contact for client issues, handling queries and day-to-day support across the Platform and outsourced operations.

You will work with Product, Technology and Operations to resolve issues quickly, own monthly processes, manage communications, and drive continuous improvement while maintaining high client satisfaction.

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