At a Glance
- Tasks: Manage client queries and improve processes while supporting financial advisers.
- Company: Join a dynamic team at Nucleus, focused on making retirement rewarding.
- Benefits: Enjoy competitive salary, pension, private medical insurance, and flexible working options.
- Other info: Fast-paced culture with opportunities for personal growth and continuous improvement.
- Why this job: Make a real difference in clients' lives while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 25000 - 25000 £ 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.
- 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
At Greenbean in Glasgow, we pride ourselves on being an exceptional employer that values our employees' wellbeing and professional growth. With a comprehensive benefits package including competitive salaries, generous holiday allowances, and a supportive work culture focused on inclusion and continuous improvement, we empower our Client Administrators to thrive in a dynamic environment where their contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Client Administrator role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you answer questions confidently and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Administrator, you'll need to deliver accurate and efficient responses. Role-play common interview scenarios with a friend to get comfortable with articulating your thoughts clearly.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our awesome team at Greenbean!
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Administrator role. Highlight your experience in financial services and your knack for problem-solving, as these are key to impressing us!
Show Off Your Communication Skills:Since this role is all about client servicing, let your excellent communication skills shine through in your application. Use clear and concise language to demonstrate how you can deliver accurate responses with a smile.
Emphasise Your Adaptability:We love candidates who can adapt to shifting priorities! Share examples of how you've successfully managed diverse workloads in the past, showing us that you can thrive in our fast-paced environment.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at greenbean
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Administrator inside and out. Familiarise yourself with common queries related to payments, transfers, and pensions. This will help you answer questions confidently and show that you're proactive about the role.
✨Show Off Your People Skills
Since this role is all about client servicing, be ready to demonstrate your excellent communication skills. Think of examples where you've successfully resolved customer issues or built strong relationships. This will highlight your ability to connect with clients and support financial advisers effectively.
✨Be Ready to Adapt
The job requires balancing multiple tasks and shifting priorities. Prepare to discuss how you've managed similar situations in the past. Share specific examples that showcase your prioritisation skills and your can-do attitude when faced with challenges.
✨Embrace Continuous Improvement
The company values process improvement, so come prepared with ideas on how you could enhance client servicing. Think about any previous experiences where you identified areas for improvement and how you implemented changes. This shows that you're not just a doer but also a thinker who cares about making a difference.
