Customer Solutions Operations Analyst

1 month ago

Glasgow, United Kingdom Greenbean Full time

We are partnering with a company looking for a Customer Solutions Operations Analyst to join their Client Solutions Operations team in Glasgow on a 12-month fixed-term contract.

Starting salary of £25,000.


This role is centred around delivering exceptional customer service. You’ll be the key player in balancing customer needs and expectations with a diverse and dynamic workload. Every day, you'll handle multiple inquiries, ensuring they are resolved within agreed timeframes to help advisors achieve the best outcomes for their clients.


You'll also be responsible for identifying areas where controls can be enhanced, and you'll contribute to the design and implementation of improvements to better serve customers and protect their assets. It’s crucial that you understand the broader impact of your actions and manage these in accordance with the company’s risk framework.


What’s in it for you:


Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.

Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.

Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.


Key Responsibilities:


  • Deliver customer services, whether through handling payments, managing inquiries, processing transfers, or addressing pension-related questions.
  • Demonstrate flexibility and provide support across various functions within the department.
  • Share your expertise across the user operations team and the wider business.
  • Ensure all operational processes run efficiently while identifying and suggesting improvements to enhance the customer experience.


About You:


This role is ideal for someone who’s highly organised, excels at planning, and takes the time to understand both people and their needs and if you’re skilled at asking the right questions, quickly solving problems, and meeting expectations.

You’ll thrive in this position if you enjoy mentoring others and take pride in encouraging positive behaviours. You set high-performance standards, even when challenging the team, and create an environment where excellence is the norm.

While the company values cultural fit above all else, it would be great if you have:

  • Preferably experience in financial services, working with a wrap platform.
  • Relationship-building skills.
  • A knack for prioritising high-impact work while paying attention to the finer details.
  • Communication skills, as you'll be representing the company’s culture and values with a focus on delivering fast and friendly service.
  • The ability to anticipate the needs of colleagues and manage competing priorities.
  • Problem-solving skills and a lateral approach to overcoming challenges.
  • A genuine sense of fulfilment from helping others.


If you are interested in this Customer Solutions Operations Analyst role click ‘apply now’ and a member of our team will be in touch


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.

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