Client Relations Manager - Key Accounts in Edinburgh

Client Relations Manager - Key Accounts in Edinburgh

Edinburgh Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Nucleus Group

At a Glance

  • Tasks: Build strong relationships with adviser firms and provide exceptional customer service.
  • Company: Join Nucleus, a forward-thinking financial platform prioritising people and collaboration.
  • Benefits: Enjoy flexible working, health initiatives, generous leave, and a non-contributory pension.
  • Other info: Dynamic team culture focused on inclusion, growth, and celebrating achievements.
  • Why this job: Make a real impact by enhancing customer experiences and driving positive change.
  • Qualifications: Experience in customer service and a good understanding of financial products.

The predicted salary is between 30000 - 40000 £ per year.

Description

We’re on the hunt for someone with exceptional customer service skills to join us as a Client Relations Manager.

The best thing about this role is the integral part you'll play in building relationships with new and existing adviser firms.

We'll be relying on you to provide exceptional service, ensuring our customers are at the heart of everything you do.

You will manage your own portfolio of adviser partners and will work with people from all across the business to ensure queries are dealt with efficiently, but always ensuring you achieve the best possible result for the customer.

You’ll be the face of Nucleus, someone who our advisers know they can trust and rely on to get things done, always with the best interests of their clients in mind.

It goes without saying that you’ll be organised.

You know that working in a collaborative way will result in better ideas and you’ll take a great deal of pride in how you manage your relationships with your advisers.

You'll join an energetic and collaborative team that supports each other, always learning and developing - this is a brilliant opportunity to progress your career - and keep on developing it.

You should apply if you love

  • Providing extraordinary service to every adviser and client that you interact with.
  • Working in close partnership with firms to maximise their customer experience and journey.
  • Being proactive. Using your initiative to challenge the status quo and find better ways of doing things.
  • Being responsible for planning and managing your own workload, while collaborating with and supporting other team members when needed.
  • Living and breathing the Nucleus values and know how the approach you take impacts the client.
  • Taking accountability, if issues do arise, and ensure you see them through to resolution.
  • Taking ownership of your own development, and embrace all opportunities to learn and grow.

We'd love you to apply if you have

  • Previous experience providing exceptional customer service.
  • A good understanding of financial products, legislation and procedures.
  • Possibly spent some time in a larger financial services company and realised it's not your calling after all.
  • A confident and natural communication style and like to collaborate.
  • Good experience with systems and in particular Microsoft Office.

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.

Client Relations Manager - Key Accounts in Edinburgh employer: Nucleus Group

Nucleus Financial Platforms is an exceptional employer, offering a vibrant work culture that prioritises collaboration and employee well-being. With a strong commitment to inclusion and diversity, we provide ample opportunities for professional growth and development, alongside a generous benefits package that includes a non-contributory pension and flexible working options. Located in the heart of Glasgow or Edinburgh, our team enjoys a supportive environment where their contributions are valued and celebrated.

Nucleus Group

Contact Details:

Nucleus Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Relations Manager - Key Accounts in Edinburgh

Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at Nucleus Group. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Nucleus Group before they even post them.

Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace Client Relations Manager - Key Accounts in Edinburgh

Customer Service Skills
Relationship Management
Communication Skills
Organisational Skills
Collaboration
Proactivity
Problem-Solving Skills

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to Nucleus Group:Your cover letter is your chance to shine! Tell us why you want to work at Nucleus Group specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Nucleus Group!

How to prepare for a job interview at Nucleus Group

Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.