Client Solutions Transfer Specialist

2 months ago


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

We are seeking a highly skilled Client Solutions Transfer Specialist to join our Client Solutions Operations team. As a key member of our team, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.

Key Responsibilities
  • Manage multiple queries and prioritize tasks to ensure timely resolution and meet customer expectations.
  • 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 to ensure seamless communication and issue resolution.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance and best practices.
  • Contribute to the design and implementation of new processes and procedures to drive business growth and efficiency.
Requirements
  • Previous experience in the financial services industry, preferably with a wrap platform.
  • Excellent relationship-building skills and ability to communicate effectively with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Ability to work in a fast-paced environment and prioritize tasks to meet deadlines.
  • Strong attention to detail and ability to maintain accurate records.
About Us

Nucleus Financial Platforms is a leading provider of retirement solutions, dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional customer service and driving business growth through innovation and collaboration.

We offer a dynamic and supportive work environment, with opportunities for professional development and growth. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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