Client Solutions Transfer Specialist

6 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 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.



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