Transfer Services Coordinator

7 days ago


Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time
About the Role

We are seeking a highly organized and customer-focused Client Solutions Transfer Specialist to join our Client Solutions Operations team. As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring that all queries are resolved within agreed timeframes.

Key Responsibilities
  • Manage multiple queries and prioritize tasks to meet deadlines
  • Collaborate with colleagues to identify areas for process improvement and implement changes to enhance customer experience
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Provide guidance and support to colleagues to ensure seamless delivery of services
  • Identify and escalate potential risks and issues to ensure compliance with our risk framework
Requirements
  • Previous experience in the financial services industry, preferably with a wrap platform
  • Excellent communication and relationship-building skills
  • Able to prioritize tasks and manage competing demands
  • Strong analytical and problem-solving skills
  • Ability to work collaboratively as part of a team
About Us

Nucleus Financial Platforms is a leading provider of retirement solutions, dedicated to helping individuals achieve their financial goals. Our culture is built on collaboration, innovation, and a passion for delivering exceptional customer experiences. We offer a range of benefits, including a non-contributory pension, bonus, and flexible working options.

We are committed to creating a diverse and inclusive workplace, where everyone feels valued and empowered to contribute. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we would love to hear from you.



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