Client Solutions Transfer Specialist

2 months 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 client queries are resolved efficiently and effectively.

Key Responsibilities
  • Manage multiple client queries simultaneously, prioritizing tasks to meet deadlines and ensure timely resolution.
  • Develop and maintain strong relationships with clients, understanding their needs and expectations to provide tailored solutions.
  • Collaborate with internal stakeholders to identify areas for process improvement and implement changes to enhance the client experience.
  • Provide expert guidance and support to colleagues, sharing knowledge and best practices to drive team success.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance and adherence to company policies.
Requirements
  • Previous experience in the financial services industry, preferably with a wrap platform.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Ability to think critically and creatively, identifying solutions to complex problems and implementing process improvements.
  • Passion for delivering exceptional customer service and a commitment to driving business growth.
About Us

Nucleus Financial Platforms is a leading provider of financial services, dedicated to helping individuals achieve their retirement 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 customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe 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 ResponsibilitiesManage multiple queries and prioritize tasks to...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe 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 ResponsibilitiesManage multiple queries and prioritize tasks to...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly organized and customer-focused Transfer Operations Specialist to join our Client Solutions Operations team. As a key member of our team, you'll be responsible for delivering exceptional customer service, managing multiple queries, and ensuring timely resolution of customer issues.Key ResponsibilitiesProvide exceptional...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly organized and customer-focused Transfer Operations Specialist to join our Client Solutions Operations team. As a key member of our team, you'll be responsible for delivering exceptional customer service, managing multiple queries, and ensuring timely resolution of customer issues.Key ResponsibilitiesProvide exceptional...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly organized and customer-focused Transfer Operations Specialist to join our Client Solutions Operations team. As a key member of our team, you'll be responsible for delivering exceptional customer service, managing multiple queries, and ensuring timely resolution of customer issues.Key ResponsibilitiesProvide exceptional...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly organized and customer-focused Transfer Operations Specialist to join our Client Solutions Operations team. As a key member of our team, you'll be responsible for delivering exceptional customer service, managing multiple queries, and ensuring timely resolution of customer issues.Key ResponsibilitiesProvide exceptional...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly skilled Financial Services Transfer Specialist to join our Client Solutions Operations team. As a key member of our team, you'll play a crucial role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly skilled Financial Services Transfer Specialist to join our Client Solutions Operations team. As a key member of our team, you'll play a crucial role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed...


  • Glasgow, Glasgow City, United Kingdom Greenbean Full time

    We are currently seeking a Client Solutions Operations Specialist to join our Technical Servicing team on a 12-month fixed-term contract at Greenbean.This role offers a competitive salary of £25,000-£27,000 for a 35-hour week, Monday to Friday, 9am to 5pm, with a 1-hour lunch break.As a Client Solutions Operations Specialist, you will be responsible for...

  • Senior Settlements

    2 months ago


    Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full time

    Job OverviewSenior Settlements / Transfers SpecialistMeraki Talent Ltd's Financial Services client is seeking a highly skilled Senior Settlements / Transfers Specialist to join their team. This is an excellent opportunity to be part of a dynamic and fast-growing business and contribute to the development of the firm's operational processes.Key...

  • Senior Settlements

    2 months ago


    Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full time

    Job OverviewSenior Settlements / Transfers SpecialistMeraki Talent Ltd's Financial Services client is seeking a highly skilled Senior Settlements / Transfers Specialist to join their team. This is an excellent opportunity to be part of a dynamic and fast-growing business and contribute to the development of the firm's operational processes.Key...


  • Glasgow, Glasgow City, United Kingdom Greenbean Full time

    We are currently working with a company who are looking for a Client Solutions Operations Specialist to join their Technical servicing team on a 12 month fixed term contract.This role has a salary of £25,000-£27,000 working 35 hours per week Monday - Friday 9am to 5pm with a 1-hour lunch.Customer service is at the heart of this role, balancing customer...


  • Glasgow, Glasgow City, United Kingdom Weir Full time

    Job Title: Transfer Pricing SpecialistDivision: CorporateLocation: GlobalHybridPurpose of Role:As a key member of the Weir Group tax team, you will play a crucial role in supporting the company's global tax compliance requirements. Reporting to the Group's Director of Transfer Pricing & International Tax, you will work closely with cross-functional teams to...


  • Glasgow, Glasgow City, United Kingdom Weir Full time

    Job Title: Transfer Pricing SpecialistDivision: CorporateLocation: GlobalHybridPurpose of Role:As a key member of the Weir Group's tax team, you will play a crucial role in supporting the organization's global tax compliance requirements. Reporting to the Group's Director of Transfer Pricing & International Tax, you will work closely with cross-functional...


  • Glasgow, Glasgow City, United Kingdom Cure Talent Full time

    Design Transfer Lead OpportunityCure Talent is thrilled to partner with a specialist agency providing design and development services for medical devices. Due to increasing demand and ongoing major projects, we are seeking a Design Transfer Lead to spearhead the transition of cutting-edge medical devices from design to full-scale manufacturing.Key...


  • Glasgow, Glasgow City, United Kingdom Cure Talent Full time

    Design Transfer Lead OpportunityCure Talent is thrilled to partner with a specialist agency providing design and development services for medical devices. Due to increasing demand and ongoing major projects, we are seeking a Design Transfer Lead to spearhead the transition of cutting-edge medical devices from design to full-scale manufacturing.Key...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...


  • Glasgow, Glasgow City, United Kingdom Weir Full time

    Job Title: Transfer Pricing ManagerDivision: CorporateLocation: GlasgowHybrid:Purpose of Role:As a key member of the Weir Group tax team, you will play a crucial role in supporting the organization's transfer pricing compliance requirements across 60+ jurisdictions. Reporting to the Group's Director of Transfer Pricing & International Tax, you will work...


  • Glasgow, Glasgow City, United Kingdom Weir Full time

    Job Title: Transfer Pricing ManagerDivision: CorporateLocation: GlasgowHybrid:Purpose of Role:As the global tax compliance environment continues to evolve, an exciting opportunity has arisen to join the Weir Group tax team in a newly created position of Group Transfer Pricing Manager. Reporting to the Group's Director of Transfer Pricing & International Tax,...


  • Glasgow, Glasgow City, United Kingdom Weir Full time

    Job Title: Transfer Pricing ManagerDivision: CorporateLocation: GlasgowHybrid:Purpose of Role:As the global tax compliance environment continues to evolve, an exciting opportunity has arisen to join the Weir Group tax team in a newly created position of Group Transfer Pricing Manager. Reporting to the Group's Director of Transfer Pricing & International Tax,...