Customer Service Representative

3 weeks ago


Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

About the Role

Nucleus Financial is seeking a Customer Service Executive to join our Customer Service Centre on a permanent basis. This varied role will be part of our critical front-line team, responsible for handling eComms and phone calls from advisers and customers on our pension products.

You will work as part of a tight-knit department to be the primary point of contact for Operations, showcasing our first-class service and giving our customers and advisers a positive experience to share with their friends and colleagues.

Utilising the systems and information available, as well as working with the Operational administration and Distributions teams, will be key in this role as we continue to provide an accurate, efficient and well-structured service.

This is an exciting and varied role with big scope to deliver key value to the organisation through our customers and advisers. Here are some of the activities you will get involved with as our Customer Service Executive:

  • Representing Nucleus Financial in a professional manner and handling all phone calls and written correspondence to the highest standard
  • Developing good working relationships and rapport with customers, advisers and external third parties
  • Building and maintaining relationships with other internal departments, understanding the value that each team brings toward our shared goals
  • Identifying how our Distribution colleagues can support and deliver resolutions to queries that are the best outcome for all parties concerned
  • Providing great customer service, demonstrating empathy and understanding whilst still considering our regulatory requirements and ensuring any actions are identified and appropriately raised
  • Going the extra mile; being an advocate for the customers and advisers
  • Using clear and concise communication that is appropriate for the audience, ensuring relevant products, services and charges are explained accurately
  • Liaising with our stakeholders and colleagues to support identified training and education opportunities
  • Accurately updating the call tagging software to reflect the nature and type of call
  • Working efficiently in an organised manner
  • Highlighting and sharing process improvement ideas with your colleagues and manager

Successful candidates will be required to attend a comprehensive induction programme.

About You

You will be a professional with a positive outlook, taking great pride in your ability to articulate complex information in a friendly and easily understandable way, both through conversation and written communication.

You will enjoy working within a fast-paced environment that gives you the opportunity to use your organisational and time management skills to multi-task within set deadlines.

At Nucleus Financial, we place high value in cultural contribution and growing our diversity of thought, over technical capability. We are looking for a team player who is approachable, helpful and willing to go the extra mile.

About Us

Our purpose at Nucleus Financial is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do.

We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus Financial's culture is something our people believe sets us apart from other places they've worked.

Inclusion and Diversity at Nucleus Financial

We really care about inclusion. For us, this is not a box-ticking thing, it's a commercial imperative. It isn't about being PC, it's about being future-relevant and durable.

We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.



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