Client Solutions Specialist - Complex

Client Solutions Specialist

Glasgow

£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.