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For Companies At a Glance
- Tasks: Support clients by managing queries and ensuring smooth operations daily.
- Company: Nucleus Financial is dedicated to making retirement rewarding through collaboration and innovation.
- Benefits: Enjoy flexible working, a non-contributory pension, bonuses, and health initiatives.
- Why this job: Join a culture that values inclusion, diversity, and making a real impact in financial services.
- Qualifications: Previous experience in financial services and excellent communication skills are essential.
- Other info: This is an office-based role, perfect for those who thrive in a dynamic environment.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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We’re on the lookout for a Client Solutions Analyst to join our user Client Solutions Operations team.
Integral to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a dynamic and varied workload. Every day you’ll manage multiple queries all with the aim of ensuring all queries are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.
You’ll also have accountability for highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients and safeguard our clients’ money. You will need to understand the consequences of all actions and manage these in line with our risk framework.
You’ll Spend Your Time
Servicing our clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.
Have the ability to adapt and support across the breadth of the department
Sharing your knowledge across the user operations team and wider business
Ensuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey
A Bit About You
Your friends would probably describe you as the \”super-organised\” one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.
You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these. You’ll set the bar high on performance even when stretching for the team, creating a team environment where high performance is the norm.
We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have/be:
Previous experience in the financial services industry and ideally working with a wrap platform
Excellent relationship building skills
Able to prioritise the high impact work, but never neglect the details
Excellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
Able to anticipate the needs of those you work with, juggling conflicting priorities
The ability to think laterally and come up with new solutions to old problems
Helping people makes you happy
A Little About Us
We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first – whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.
Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. We really care about inclusion.
For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.
More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
Please note this is an office based role due to the nature of the tasks, this is not subject to hybrid model.
If you’d like to find out more about us or the role, please get in touch with our recruitment team.
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
Information Technology
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Client Solutions Analyst employer: Nucleus Financial
Contact Detail:
Nucleus Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Solutions Analyst
✨Tip Number 1
Familiarise yourself with Nucleus Financial's culture and values. Since they prioritise cultural contribution, understanding their mission and how they support clients will help you align your approach during interviews.
✨Tip Number 2
Highlight any previous experience in customer service or the financial services industry. Be ready to discuss specific examples of how you've successfully managed client queries and improved processes in past roles.
✨Tip Number 3
Prepare to demonstrate your problem-solving skills. Think of scenarios where you've had to juggle conflicting priorities and how you managed to deliver results while maintaining a high level of service.
✨Tip Number 4
Showcase your relationship-building skills. Be prepared to discuss how you've built rapport with clients or colleagues in the past, as this role requires excellent communication and interpersonal abilities.
We think you need these skills to ace Client Solutions Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Client Solutions Analyst position. Understand the key responsibilities and required skills, such as customer service, relationship building, and problem-solving abilities.
Tailor Your CV: Customise your CV to highlight relevant experience in the financial services industry, particularly any work with wrap platforms. Emphasise your organisational skills and ability to manage multiple queries effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your understanding of the company's culture and values. Mention specific examples of how you've successfully managed client relationships or improved processes in previous roles.
Showcase Soft Skills: In your application, emphasise your excellent communication skills and ability to anticipate the needs of clients. Highlight experiences where you demonstrated teamwork, mentoring, and a proactive approach to problem-solving.
How to prepare for a job interview at Nucleus Financial
✨Showcase Your Customer Service Skills
As a Client Solutions Analyst, customer service is key. Be prepared to share examples of how you've successfully managed client queries and maintained strong relationships in previous roles. Highlight your ability to balance customer needs with operational demands.
✨Demonstrate Organisational Skills
The role requires someone who is super-organised. During the interview, discuss your methods for prioritising tasks and managing multiple queries simultaneously. Use specific examples to illustrate how you keep everything running smoothly.
✨Emphasise Problem-Solving Abilities
Nucleus Financial values innovative thinking. Be ready to talk about times when you've identified issues and implemented solutions. Show that you can think laterally and adapt quickly to changing circumstances.
✨Align with Company Culture and Values
Nucleus places a strong emphasis on cultural contribution. Research their values and be prepared to discuss how your personal values align with theirs. Share experiences that demonstrate your commitment to inclusion, diversity, and teamwork.
