Client Relations Administrator
Client Relations Administrator

Client Relations Administrator

Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client queries through phone, email, and live chat while providing top-notch customer service.
  • Company: Join Nucleus Financial Platforms, a leader in making retirement rewarding and prioritising people.
  • Benefits: Enjoy flexible working options, a non-contributory pension, bonuses, and health initiatives.
  • Why this job: Be part of a collaborative team focused on growth, personal development, and social responsibility.
  • Qualifications: Reliability, organisation, multitasking skills, and previous pension platform experience are desirable.
  • Other info: This role offers opportunities for career progression in a diverse and inclusive environment.

The predicted salary is between 28800 - 43200 £ per year.

5 days ago Be among the first 25 applicants

About The Role

We’re on the lookout for excellent, customer‑obsessed and organised individuals to join our Client Solutions department. Providing exceptional customer service is a key element of our proposition and the client relations department plays a leading role in making this happen.

The Client Relations Administrator role plays a crucial part within the department by working in the administration and management of designated firms as well as owning a range of responsibilities, shared with your CRS colleagues across the whole department. On a daily basis, you will manage mailboxes and answer queries from customers / advisers via phone, email and live chat. Fundamental to this role is customer service. You’ll manage multiple queries through various channels all with the aim of ensuring our service standards are met, enabling our advisers to get the best outcome for their clients.

You will join an energetic and collaborative team that supports each other, always learning and developing. We have a great track record of progression, so this is a brilliant opportunity to develop yourself and progress your career. Each day will be different, and the role will evolve with time and effort.

Key Responsibilities

  • Manage mailboxes and answer queries from customers / advisers via phone, email and live chat.
  • Maintain a dynamic and varied workload while ensuring service standards are met.
  • Collaborate with colleagues and partners to achieve the best outcomes for customers.
  • Identify and drive forward business improvements.
  • Plan and manage workload to deliver required service standards.
  • Maintain company values and branding through all communications and interactions.
  • Take accountability for issues and ensure they are seen through to the end.
  • Take ownership of your development and embrace learning opportunities.

A Bit About You

Your friends would probably describe you as ‘the reliable one’. You will be very organised, have the ability to manage your own time effectively, and will be an expert multi‑tasker. You will work well as part of a team and take a great deal of pride in providing exceptional customer service. Previous pension platform knowledge and experience would be highly desirable.

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, advisers or customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together we’ve shaped the platform as it is today. We work hard and celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer at the centre stage and rethinking the rule book from scratch. Our culture, values and social responsibility are top priority. We want an environment where our people can make a real difference, be rewarded for their efforts, and enjoy themselves at work.

Inclusion and Diversity

We embed inclusion and diversity in our culture and everything we do. It’s a commercial imperative, future‑relevant and durable. More diversity means broader experience and better problem‑solving. We’re committed to creating a fair, balanced and transparent financial services sector.

Benefits

We offer a generous blend of benefits – non‑contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

Note: This is an office based role and not subject to a hybrid model.

Application

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

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Client Relations Administrator employer: Nucleus Financial

At Nucleus Financial Platforms, we pride ourselves on being an exceptional employer in Edinburgh, where our commitment to employee growth and a collaborative work culture sets us apart. We offer comprehensive benefits, including a non-contributory pension and flexible working options, ensuring our team members thrive both personally and professionally while contributing to a meaningful mission of making retirement more rewarding.
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Contact Detail:

Nucleus Financial Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Relations Administrator

✨Tip Number 1

Familiarise yourself with the company culture and values at StudySmarter. Understanding our commitment to diversity, inclusion, and customer service will help you align your approach during interviews and discussions.

✨Tip Number 2

Prepare to discuss your previous experience in customer service, especially any roles where you've managed queries through various channels like phone, email, or live chat. Highlight specific examples that demonstrate your organisational skills and ability to multitask.

✨Tip Number 3

Showcase your proactive nature by thinking of ways you could improve client relations processes. Be ready to share these ideas during your interview to demonstrate your commitment to driving improvements.

✨Tip Number 4

Network with current or former employees of StudySmarter on platforms like LinkedIn. Engaging with them can provide valuable insights into the role and the team dynamics, which you can leverage during your application process.

We think you need these skills to ace Client Relations Administrator

Customer Service Excellence
Organisational Skills
Multitasking Ability
Effective Communication Skills
Team Collaboration
Proactive Problem Solving
Workload Management
Attention to Detail
Pension Platform Experience
Adaptability
Time Management
Conflict Resolution
Positive Attitude
Commitment to Personal Development

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Client Relations Administrator position. Tailor your application to highlight how your experience aligns with these requirements.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in customer service and any previous roles related to client relations. Use bullet points for clarity and focus on achievements that demonstrate your organisational and multitasking skills.

Write a Strong Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention specific examples of how you have provided exceptional customer service in the past and how you can contribute to the positive culture at Nucleus Financial Platforms.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for a Client Relations Administrator.

How to prepare for a job interview at Nucleus Financial

✨Showcase Your Customer Service Skills

As a Client Relations Administrator, exceptional customer service is key. Be prepared to share specific examples of how you've handled customer queries in the past, whether via phone, email, or live chat. Highlight your ability to balance client needs with workload management.

✨Demonstrate Organisational Skills

This role requires strong organisational skills and the ability to multitask. During the interview, discuss how you prioritise tasks and manage your time effectively. You might want to mention any tools or methods you use to stay organised.

✨Emphasise Team Collaboration

The company values teamwork, so be ready to talk about your experiences working in collaborative environments. Share instances where you contributed to a team project or helped a colleague, showcasing your ability to work well with others.

✨Express Your Eagerness to Learn

The role encourages personal development, so convey your enthusiasm for learning and growing within the company. Discuss any relevant training or courses you've undertaken and how they have prepared you for this position.

Client Relations Administrator
Nucleus Financial
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