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- Tasks: Manage client queries and support financial advisers daily.
- Company: Join Nucleus, a leader in retirement-focused financial services.
- Benefits: Enjoy competitive salary, hybrid work options, and wellness perks.
- Why this job: Be part of a dynamic team making a real difference for clients.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Embrace a culture of inclusion and continuous improvement.
The predicted salary is between 20000 - 30000 £ per year.
We are currently working with a company who are looking for a proactive and customer-focused Client Solutions Administrator to join our Client Solutions Operations team. This is a dynamic and rewarding role that blends exceptional service delivery with process improvement — all while supporting financial advisers to achieve the best outcomes for their clients.
This role has a salary of £25,000 working 35 hours per week Monday - Friday 9am to 5pm with a 1-hour lunch. This is a fully office based role. Servicing our clients is at the heart of this role, balancing customer needs and expectations with managing a diverse and dynamic workload. Each day, you'll handle numerous queries, aiming to resolve them within agreed timeframes to support advisers in achieving optimal outcomes for their clients.
Why Join the Team?
- Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
- Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
- Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
What you’ll be doing:
At the heart of this role, you'll be managing a range of queries daily from payments and transfers to pension and platform queries, ensuring everything is resolved within agreed timeframes. It’s fast-paced, varied, and requires strong prioritisation skills. You’ll also:
- Act as a key contact for client servicing – delivering accurate and efficient responses with a smile.
- Identify and contribute to improvements in processes and controls, helping us safeguard client assets and enhance service.
- Collaborate across the department, stepping in to support where needed and sharing knowledge generously.
- Contribute to a culture of continuous improvement by spotting opportunities to streamline the customer journey.
What you bring:
You’re likely the one friends turn to for advice, organisation, and a well-thought-out plan. You genuinely care about people, and it shows in the way you work. You're not only great at asking the right questions — you’re quick to solve problems and keep things moving. You’ll thrive in this role if you:
- Have experience in financial services
- Are a natural relationship builder with excellent communication skills
- Balance attention to detail with the ability to spot what really matters
- Adapt easily to shifting priorities and support others with a can-do attitude
- Think creatively and love finding better ways to get things done
- Take pride in mentoring and helping others succeed
- Want to make a difference and enjoy doing it
You will be responsible for identifying areas for control improvement, assisting in the design and implementation of these enhancements to better serve clients and protect their funds.
A little about us: Our purpose at Nucleus is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do. Whether you are working in a role that is customer-facing or not, you’ll need to be service-obsessed to work here. It’s a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our customers. We believe in you having your own chunk of responsibility and being trusted to make things happen.
Nucleus’ culture is something our people believe sets us apart from other places they’ve worked. Inclusion and diversity at Nucleus: As with most things in life, who cares, wins. We really care about inclusion. For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable.
We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
Client Administrator employer: Greenbean
Contact Detail:
Greenbean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific products and services relevant to client administration. Understanding the terminology and processes will help you engage confidently during interviews.
✨Tip Number 2
Showcase your customer service skills by preparing examples of how you've successfully resolved client queries in the past. Highlighting your proactive approach and problem-solving abilities can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services sector, particularly those who work in client administration roles. Engaging with them on platforms like LinkedIn can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Research the company culture at Nucleus and Greenbean. Understanding their values and commitment to inclusion and diversity can help you tailor your conversations and demonstrate that you're a good fit for their team.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and customer service. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client servicing and your proactive approach. Mention specific examples of how you've improved processes or resolved client queries in previous roles.
Highlight Soft Skills: Emphasise your communication skills, problem-solving abilities, and adaptability. These are crucial for the Client Administrator role, so provide examples of how you've successfully used these skills in past experiences.
Show Enthusiasm for the Company: Research Greenbean and Nucleus to understand their values and culture. Express your enthusiasm for their mission and how you can contribute to their goals in your application.
How to prepare for a job interview at Greenbean
✨Show Your Customer Focus
Emphasise your commitment to exceptional customer service. Share examples of how you've gone above and beyond to meet client needs, as this role is all about balancing customer expectations with a dynamic workload.
✨Demonstrate Strong Prioritisation Skills
Prepare to discuss how you manage multiple tasks effectively. Given the fast-paced nature of the role, showcasing your ability to prioritise and resolve queries within agreed timeframes will be crucial.
✨Highlight Process Improvement Experience
Be ready to talk about any past experiences where you've identified areas for improvement in processes. This role values contributions to enhancing service delivery, so showing your proactive approach will set you apart.
✨Exhibit Excellent Communication Skills
Since you'll be acting as a key contact for client servicing, practice articulating your thoughts clearly and confidently. Use examples that demonstrate your relationship-building skills and ability to communicate effectively with clients and colleagues alike.
