Client Relations Specialist

4 weeks ago


Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

About the Role

We're seeking a skilled Client Relations Administrator to join our Client Solutions department. As a key member of the team, you'll play a crucial part in the administration and management of designated firms, owning a range of responsibilities and working collaboratively with colleagues across the department.

Fundamental to this role is customer service. You'll be responsible for managing mailboxes, answering queries from customers and advisers via phone, email, and live chat, and ensuring our service standards are met. This requires being a pro at maintaining a healthy balance between delivering on our customers' needs and expectations, while managing a dynamic and varied workload.

You'll join an energetic and collaborative team that supports each other, always learning and developing. We have a great track record of progression, so this is a brilliant opportunity to develop yourself and progress your career. Each day will be different, and the role will evolve with time and effort.

A Bit About You

You'll be a very organised individual, able to manage your own time effectively and work well as part of a team. You'll take pride in providing exceptional customer service and be proactive in using your initiative to deliver exceptional service. Previous pension platform knowledge and experience would be highly desirable.

We're Looking for Someone Who

  • To be proactive and use their initiative to deliver exceptional service
  • To identify and drive forward business improvements
  • Plans and manages their workload to deliver the required service standards, and ensures their team works effectively together
  • Maintains company values and branding through all communications and interactions
  • Collaborates with and influences colleagues and partners to achieve the best outcome for customers
  • Takes accountability, if issues arise, ensuring that things are seen through to the end
  • To take ownership of their development, embracing all opportunities to learn and grow

About Us

We are the Nucleus Financial Platforms group, and we help make retirement more rewarding. 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. 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.

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.



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