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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 that values service and continuous improvement.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Embrace a culture of inclusion and personal responsibility.
The predicted salary is between 20000 - 30000 £ per year.
Greenbean Glasgow City, Scotland, United Kingdom
Client Administrator
Greenbean Glasgow City, Scotland, United Kingdom
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
Management Consultant – Senior and Specialist
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?
Join the Client Solutions Operations team and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall wellbeing:
- 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 rol, 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. This short film gives you an insight into what it is like to work with us.
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. Find out more on our inclusion page.
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.
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Administrative
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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 focusing on client servicing and support roles. Understanding the common queries and challenges faced by financial advisers will help you demonstrate your knowledge during the interview.
✨Tip Number 2
Showcase your problem-solving skills by preparing examples of how you've successfully managed customer queries in the past. Highlighting your ability to prioritise tasks and resolve issues efficiently will resonate well with the hiring team.
✨Tip Number 3
Network with current or former employees of the company to gain insights into their culture and expectations. This can provide you with valuable information that you can use to tailor your approach and show that you're a great fit for their team.
✨Tip Number 4
Prepare to discuss your ideas for process improvements in client servicing. The role emphasises continuous improvement, so coming in with suggestions or examples of how you've enhanced service delivery in previous roles will set you apart from other candidates.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Client Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in financial services, customer service, and administrative roles. Use bullet points for clarity and focus on achievements that demonstrate your problem-solving and prioritisation skills.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific examples of how you've successfully managed client queries or improved processes in previous positions, showcasing your proactive and customer-focused approach.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the Client Administrator role.
How to prepare for a job interview at Greenbean
✨Show Your Customer Focus
Since the role is all about servicing clients, make sure to highlight your customer service experience. Share specific examples of how you've gone above and beyond to meet client needs in previous roles.
✨Demonstrate Problem-Solving Skills
Prepare to discuss situations where you've successfully resolved issues or improved processes. This will showcase your ability to think on your feet and adapt to changing priorities, which is crucial for this position.
✨Emphasise Team Collaboration
The job requires working closely with others, so be ready to talk about your experiences in team settings. Highlight instances where you supported colleagues or contributed to a positive team culture.
✨Research the Company Culture
Understanding the company's values and culture is key. Familiarise yourself with their commitment to inclusion and diversity, and be prepared to discuss how you can contribute to that environment.
