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For Companies At a Glance
- Tasks: Support clients by managing queries and processing transfers in a dynamic environment.
- Company: Join Nucleus Financial, where people come first and collaboration leads to success.
- Benefits: Enjoy flexible working, health initiatives, and a non-contributory pension.
- Why this job: Make a real difference in clients' lives while developing your skills in financial services.
- Qualifications: Experience in financial services and excellent communication skills are essential.
- Other info: Be part of a diverse culture that values inclusion and personal growth.
The predicted salary is between 30000 - 42000 ÂŁ per year.
We’re on the lookout for a Client Solutions Transfer Analyst to join our user Client Solutions Operations teams.
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:
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:
A little about us
We are the Nucleus Group Services Limited 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.
Are we a perfect match? Check out and find out!
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.
If you’d like to find out more about us or the role, please get in touch with our team.
Client Solutions - Transfers Operations Analyst employer: Nucleus Financial
Contact Detail:
Nucleus Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Solutions - Transfers Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client solutions and operations. We recommend role-playing with a friend to get comfortable with your responses and showcase your problem-solving skills.
✨Tip Number 3
Showcase your customer service skills during interviews. Share specific examples of how you've handled queries or improved processes in the past. This will demonstrate your ability to balance customer needs with operational efficiency.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team at Nucleus.
We think you need these skills to ace Client Solutions - Transfers Operations Analyst
Some tips for your application 🫡
Show Your Customer Service Skills: Since this role is all about customer service, make sure to highlight any relevant experience you have in this area. We want to see how you've successfully managed client queries and maintained strong relationships in your previous roles.
Be Organised and Detail-Oriented: We love a super-organised candidate! In your application, share examples of how you've juggled multiple tasks while keeping an eye on the details. This will show us that you can handle the dynamic workload we have at Nucleus.
Demonstrate Your Problem-Solving Skills: Thinking laterally is key in this role. Use your application to showcase instances where you've come up with creative solutions to challenges. We want to know how you approach problems and what innovative ideas you've implemented.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our culture and values!
How to prepare for a job interview at Nucleus Financial
✨Know Your Customer Service Inside Out
Since this role is all about customer service, make sure you can talk confidently about your previous experiences. Prepare examples where you've successfully managed client queries or improved customer satisfaction. This will show that you understand the importance of balancing customer needs with operational efficiency.
✨Demonstrate Your Organisational Skills
Being super-organised is key for this position. Bring along a planner or a digital tool that showcases how you manage your tasks and priorities. During the interview, share specific strategies you use to juggle multiple responsibilities while ensuring no detail is overlooked.
✨Showcase Your Problem-Solving Abilities
Think of a time when you faced a challenging situation and had to come up with a creative solution. Be ready to discuss this in detail, highlighting your lateral thinking skills. This will demonstrate your ability to think on your feet and adapt to changing circumstances, which is crucial for this role.
✨Emphasise Cultural Fit
Nucleus values cultural contribution highly, so be prepared to discuss how your personal values align with theirs. Share examples of how you've contributed to a positive team environment in the past, and express your enthusiasm for being part of a company that prioritises inclusion and diversity.
