Client Solutions Specialist - Complex
Client Solutions Specialist - Complex

Client Solutions Specialist - Complex

Glasgow Full-Time 28500 - 29500 £ / year (est.) No home office possible
Greenbean

At a Glance

  • Tasks: Join our team as a Client Solutions Specialist, tackling diverse challenges daily.
  • Company: Be part of a leading financial services firm known for innovation and excellence.
  • Benefits: Enjoy a competitive salary, hybrid work options, and an annual bonus up to 10%.
  • Why this job: This role offers dynamic tasks and a chance to make a real impact in the industry.
  • Qualifications: Ideal candidates should have relevant experience and a passion for client solutions.
  • Other info: Work Monday to Friday, with opportunities for growth and development.

The predicted salary is between 28500 - 29500 £ per year.

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

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Client Solutions Specialist - Complex employer: Greenbean

As a Client Solutions Specialist in Glasgow, you will thrive in a dynamic and supportive work environment that prioritises employee well-being and professional growth. With competitive salaries, an annual bonus structure, and a hybrid working model post-training, the company fosters a culture of collaboration and innovation, ensuring that every team member has the opportunity to excel and contribute meaningfully to client success.
Greenbean

Contact Detail:

Greenbean Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Solutions Specialist - Complex

✨Tip Number 1

Familiarise yourself with the financial services industry, particularly in pensions. Understanding the latest trends and regulations will not only boost your confidence but also impress the interviewers.

✨Tip Number 2

Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and the specific skills that are highly valued in this role.

✨Tip Number 3

Prepare to discuss real-life scenarios where you've successfully solved complex client issues. This role requires strong problem-solving skills, so having examples ready will demonstrate your capability.

✨Tip Number 4

Research the company's values and mission statement. Tailoring your conversation to align with their goals during the interview can show that you're a great fit for their team.

We think you need these skills to ace Client Solutions Specialist - Complex

Client Relationship Management
Financial Analysis
Pensions Knowledge
Problem-Solving Skills
Attention to Detail
Communication Skills
Technical Proficiency in Financial Software
Data Interpretation
Project Management
Adaptability
Team Collaboration
Time Management
Customer Service Orientation
Report Writing

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the responsibilities and skills required for the Client Solutions Specialist position. Tailor your application to highlight how your experience aligns with these requirements.

Craft a Tailored CV: Ensure your CV is specifically tailored for the role. Emphasise relevant experience in financial services, client solutions, and any technical skills that relate to pensions analysis. Use clear headings and bullet points for easy readability.

Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention specific examples from your past work that demonstrate your ability to excel in a fast-paced environment and your commitment to exceptional customer service.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a role in client solutions.

How to prepare for a job interview at Greenbean

✨Understand the Financial Services Landscape

Familiarise yourself with the current trends and challenges in the financial services sector, especially related to pensions. This knowledge will help you demonstrate your expertise and show that you're proactive about staying informed.

✨Showcase Your Analytical Skills

As a Client Solutions Specialist, you'll need strong analytical abilities. Prepare examples from your past experiences where you've successfully analysed data or solved complex problems, as this will highlight your suitability for the role.

✨Prepare for Scenario-Based Questions

Expect to face scenario-based questions during the interview. Think of situations where you've had to manage client expectations or resolve conflicts, and be ready to discuss how you handled them effectively.

✨Demonstrate Excellent Communication Skills

In this role, clear communication is key. Practice articulating your thoughts clearly and concisely, and be prepared to explain complex concepts in simple terms, as this will reflect your ability to engage with clients effectively.

Client Solutions Specialist - Complex
Greenbean
Location: Glasgow

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