Client Solutions Analyst

Nucleus Financial; Glasgow; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services organization in Glasgow is looking for a Client Solutions Analyst to join its team. The successful candidate will focus on delivering exceptional customer service by managing multiple queries efficiently. Responsibilities include servicing clients, implementing process improvements, and ensuring compliance with a risk framework. Ideal candidates should have experience in the financial services industry, strong relationship-building and communication skills, and the ability to adapt quickly to dynamic situations.

Benefits

Non-contributory pension

Bonus

Enhanced parental leave

Health and wellbeing initiatives

Flexible working options

Qualifications

• Experience working with a wrap platform is ideal.
• Adept at handling multiple tasks simultaneously.
• Strong emphasis on customer service and understanding needs.

Responsibilities

• Manage customer queries and apply funds as needed.
• Support across the department as required.
• Identify and implement process improvements.

Skills

Excellent relationship building skills

Excellent communication skills

Ability to think laterally

Super-organized

Education

Experience in the financial services industry

Job description

We’re on the lookout for a Client Solutions Analyst to join our user Client Solutions Operations team.

Integral to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a dynamic and varied workload. Every day you’ll manage multiple queries all with the aim of ensuring all queries are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.

You’ll also have accountability for highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients and safeguard our clients’ money. You will need to understand the consequences of all actions and manage these in line with our risk framework.

Responsibilities

• Servicing our clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.
• Have the ability to adapt and support across the breadth of the department
• Sharing your knowledge across the user operations team and wider business
• Ensuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey

About you

Your friends would probably describe you as the “super-organised” one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightning to solve problems as they occur.

You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these. You’ll set the bar high on performance even when stretching for the team, creating a team environment where high performance is the norm.

Qualifications

• Previous experience in the financial services industry and ideally working with a wrap platform
• Excellent relationship building skills
• Able to prioritise the high impact work, but never neglect the details
• Excellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
• Able to anticipate the needs of those you work with, juggling conflicting priorities
• The ability to think laterally and come up with new solutions to old problems
• Helping people makes you happy

About us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

If you’d like to find out more about us or the role, please get in touch with our team.