Client Solutions Specialist - Complex in Glasgow

Client Solutions Specialist - Complex in Glasgow

Glasgow Full-Time 28500 - 29500 £ / year (est.) Hybrid
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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%.
  • Other info: Work Monday to Friday, with opportunities for growth and development.
  • 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.

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 in Glasgow employer: Greenbean

Greenbean is an exceptional employer located in Newcastle upon Tyne, offering a dynamic and innovative banking environment where employees can thrive. With a commitment to diversity and inclusion, the company fosters a supportive work culture that encourages professional growth through flexible hybrid working arrangements and a competitive benefits package, including private medical insurance and a generous annual leave policy. Join a rapidly growing team dedicated to safeguarding customers and enhancing operational efficiency while enjoying a balanced work-life experience.

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Contact Details:

Greenbean Recruitment Team

StudySmarter Expert Advice🤫

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

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Greenbean. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

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

Client Relationship Management
Financial Analysis
Pensions Knowledge
Problem-Solving Skills
Attention to Detail
Communication Skills
Technical Proficiency in Financial Software

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Greenbean.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Greenbean's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Greenbean

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Greenbean.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at Greenbean will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former Greenbean employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.