Client Solutions Specialist - Complex

Greenbean; Glasgow; Hybrid; GBP 28,500 - 29,500; Full time

Benefits offered by this job

Non-contributory pension scheme

Annual bonus up to 10%

Enhanced parental leave

Health and wellbeing initiatives

Job summary

A financial services company is seeking a Senior Pensions Analyst in Glasgow. The role involves managing client queries, ensuring accuracy in transactions, and improving operational processes. Ideal candidates will have a strong background in financial services, particularly pensions or ISAs, and excellent communication skills. The company offers competitive benefits and a dynamic work environment.

Qualifications

• Experience in financial services, particularly with pensions or ISAs.
• High level of accuracy and strong attention to detail.
• Ability to manage multiple responsibilities and adapt to changes.

Responsibilities

• Manage incoming client queries including processing money movements.
• Respond to client queries professionally and in a timely manner.
• Identify opportunities to improve operational controls.

Skills

Financial services experience

Pensions or ISAs experience

Attention to detail

Clear communication skills

Problem-solving skills

Ability to manage multiple tasks

Job description

1 day ago Be among the first 25 applicants

This range is provided by Greenbean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Greenbean

£28,500-£29,500 + up to 10% annual bonus

35 hours per week, Monday to Friday (Hybrid after training)

About the Role

We are working with a well know Financial services client who are looking for a Senior Pensions Analyst to join their Client Solutions Technical Team in Glasgow. This is a varied and fast-paced role at the heart of their operations, where exceptional customer service and attention to detail go hand in hand. You’ll be managing a range of queries and client instructions, ensuring they are completed accurately and within agreed timeframes - helping advisers achieve the best outcomes for their clients.

This role offers the opportunity to make a real impact, not just by supporting our clients, but by identifying improvements to existing controls and processes. You’ll play an important part in safeguarding client money and enhancing the client journey.

Key Responsibilities

• Manage incoming client queries and instructions, including processing money movements, transfers, and pension transactions.
• Support operations across the wider department as required.
• Respond to client queries clearly, professionally, and within agreed timeframes.
• Share knowledge and best practices with colleagues and teams across the business.
• Identify opportunities to improve operational controls and contribute to the design of better processes.
• Work within the company’s risk management framework and understand the impact of actions.
• Play an active role in enhancing the client journey and overall service delivery.

About You

You are well-organised, proactive, and focused on delivering quality, thoughtful in your approach, and always one step ahead. You listen closely, ask the right questions, and take pride in resolving issues quickly and effectively. With strong communication skills and a drive to help others, you excel in delivering exceptional service in a busy environment.

We’re looking for someone who has:

• Previous experience in financial services
• Experience with pensions or ISAs is essential
• A high level of accuracy and strong attention to detail.
• The ability to manage multiple tasks and adapt to changing priorities.
• Confidence in handling complex or sensitive situations with professionalism and care.
• Clear and effective communication skills - both written and verbal.
• A proactive approach to solving problems and improving how things are done.
• A collaborative mindset and a desire to support team success.

What they Offer

You will be provided with a generous package of benefits designed to support what matters most to our people:

• Non-contributory pension scheme
• Annual bonus of up to 10%
• Enhanced parental leave
• Paid emergency leave
• Health and wellbeing initiatives
• Flexible working options where possible
• A supportive, engaging, and values-driven workplace

Greenbean is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Administrative, and Customer Service

Referrals increase your chances of interviewing at Greenbean by 2x

Get notified about new Client Solutions Specialist jobs in Glasgow, Scotland, United Kingdom.

Glasgow, Scotland, United Kingdom 2 days ago

Glasgow, Scotland, United Kingdom 2 months ago

Glasgow, Scotland, United Kingdom 1 week ago

Client Relationship Coordinator (UK) - Dionach by Nomios

Glasgow City, Scotland, United Kingdom 2 weeks ago

Glasgow, Scotland, United Kingdom 5 days ago

Client Relationship Manager Executive / Assistant

Glasgow, Scotland, United Kingdom 1 month ago

Glasgow, Scotland, United Kingdom 5 days ago

Stonehouse, Scotland, United Kingdom 4 days ago

Personal Assistant to Chair - Corporate Services

Glasgow, Scotland, United Kingdom 2 weeks ago

Client Solutions Analyst (Technical Team)

Glasgow City, Scotland, United Kingdom 2 weeks ago

Glasgow, Scotland, United Kingdom 5 days ago

Clydebank, Scotland, United Kingdom 6 days ago

Wellbeing and Protection Support Officer

Glasgow, Scotland, United Kingdom 1 week ago

NHS Demonstrator Project 2025 - South Partnership

South Lanarkshire, Scotland, United Kingdom 1 week ago

East Kilbride, Scotland, United Kingdom 1 week ago

Internal Comms & Recruitment Marketing - Central Support Office

East Ayrshire, Scotland, United Kingdom 1 week ago

Clydebank, Scotland, United Kingdom 2 days ago

Glasgow, Scotland, United Kingdom 1 week ago

Glasgow, Scotland, United Kingdom 5 days ago

Glasgow, Scotland, United Kingdom 2 weeks ago

Glasgow, Scotland, United Kingdom 5 days ago

Cambuslang, Scotland, United Kingdom 1 week ago

Paisley, Scotland, United Kingdom 2 weeks ago

Business Support Executive (12 mth fixed term contract)

Glasgow, Scotland, United Kingdom 2 weeks ago

Glasgow, Scotland, United Kingdom 1 day ago

Glasgow, Scotland, United Kingdom 2 weeks ago

Glasgow, Scotland, United Kingdom 5 days ago

Coatbridge, Scotland, United Kingdom 1 week ago

Glasgow, Scotland, United Kingdom 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.