We're on the lookout for a Senior Client Solutions Operations Analyst to join our technical servicing team.
Integral to this role is customer service. 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. Every day you'll manage multiple queries all with the aim of ensuring all queries 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:
1. Servicing our clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.
2. Have the ability to adapt and support across the breadth of the department
3. Sharing your knowledge across the user operations team and wider business
4. Ensuring all user 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.
You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these. You'll set the bar high on performance even when stretching for the team, creating a team environment where high performance is the norm.
We've always placed more importance on cultural contribution above technical ability, but we'd really like you to have/be:
5. Previous experience in the financial services industry ideally in pensions & death processing
6. Excellent relationship building skills
7. Able to prioritise the high impact work, but never neglect the details
8. Excellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
9. Able to anticipate the needs of those you work with, juggling conflicting priorities
10. The ability to think laterally and come up with new solutions to old problems
11. Helping people makes you happy
A little about us
Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Whether you are working in a role that is client facing or not, you'll need to be service obsessed to work here.
It's a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our clients. We believe in you having your own chunk of responsibility and being trusted to make things happen.
Nucleus' culture is something our people believe sets us apart from other places they've worked. This short film gives you an insight into what it is like to work with us.
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. 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. Find out more on our inclusion page
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.
If you'd like to find out more about us or the role, you can check out #Wearenucleus on social media to see what we've been up to recently or get in touch with our people team.