Client Solutions Analyst (Technical Team)

Client Solutions Analyst (Technical Team)

Join to apply for the Client Solutions Analyst (Technical Team) role at Nucleus Financial

Client Solutions Analyst (Technical Team)

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Join to apply for the Client Solutions Analyst (Technical Team) role at Nucleus Financial

We’re on the lookout for a Client Solutions Analyst to join our Client Solutions Technical Team .

Integral to this role is customer service along with attention to detail. This means being a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a dynamic and varied workload in an Operations environment. Every day you’ll manage multiple queries & client instructions all with the aim of ensuring all are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.

You’ll also have accountability for highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients and safeguard our clients’ money. You will need to understand the consequences of all actions and manage these in line with our risk framework.

You’ll spend your time:

• Servicing our clients, whether that be by applying money, handling queries, processing a transfer or pension transactions.

• Have the ability to adapt and support across the breadth of the department

• Sharing your knowledge across the operations team and wider business

• Ensuring all operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey

A bit about you

Your friends would probably describe you as the “super-organised” one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.

We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have/be:

• Previous experience in the financial services industry and ideally working with a wrap platform

• Excellent attention to detail.

• Able to prioritise the high impact work, but never neglect the details

• Excellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style

• Able to anticipate the needs of those you work with, juggling conflicting priorities

• The ability to think laterally and come up with new solutions to old problems

A little about us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here 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 meant tearing up the rule book and starting from scratch. 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.

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

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.

Please note this is an office based role due to the nature of the tasks, this is not subject to hybrid model.

If you’d like to find out more about us or the role, please get in touch with our recruitment team.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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