- Servicing our clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.
- Have the ability to adapt and support across the breadth of the department
- Sharing your knowledge across the user operations team and wider business
- Ensuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey
- Previous experience in the financial services industry and ideally working with a wrap platform
- Excellent relationship building skills
- 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
- Helping people makes you happy
-
Transfers Analyst
4 days ago
Meraki Talent Limited Glasgow, United Kingdom Full timeMeraki Talent are seeking client focused Transfers Analysts to join an expanding operations function, based in the heart of Glasgow. It is essential applicants are able to put the customer first, meeting their needs and expectations, whilst meeting set deadlines. This is a busy a ...
-
Transfers Analyst
1 week ago
Nucleus Financial Glasgow, United KingdomWe're on the lookout for a Client Solutions Transfers Analyst to join our user Client Solutions Operations teams. · 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, whi ...
-
Investment Data Analyst
2 weeks ago
Marshall Moore Glasgow, United KingdomMarshall Moore are working with one of the UK's largest wealth management companies to recruit an Investment Data Analyst. · **The firm**: · - Established nearly 200 years ago · - 26 offices across the UK & Ireland · - Full financial support for all your training & development · ...
-
Fund Administrator
3 weeks ago
Meraki Glasgow, United KingdomFund Administration · - NAV Pricing · - Operations Analyst · Meraki Talent's financial services client is actively looking for a Fund Administration professional to work with their expanding Pricing and Valuations team. The Fund Administrator will be responsible for ensuring NAV ...
-
IT Service Desk Team Leader
3 weeks ago
Social Security Scotland Glasgow, United KingdomOverview: · Social Security Scotland are looking for an experienced IT Service Desk Team Leader. Do you have Incident management and request fulfilment experience? Do you have expectational customer care skills and experience? Do you have experience in working in a busy Service D ...
-
Business Consultant
1 week ago
SCOTTISH POWER UK PLC Glasgow, United Kingdom**IT Business Consultant** · **Location** · **Salary from £51,600 with up to 15% annual bonus & single person health cover** · **Permanent** · *** · **Purpose** · The IT Business Consultant contributes to the development of the IT Strategy and is responsible for its implementatio ...
-
Business Intelligence Consultant
3 weeks ago
IO Analytics Glasgow, United KingdomIO Analytics is a data services specialist offering consultancy, technical support, project management, resource augmentation, knowledge transfer and training solutions across skill areas of Data Engineering, Data Storage, Data Integration, Data Science and Data Visualisation. · ...
-
Desktop Support Analyst
3 weeks ago
Atalian Servest Glasgow, United Kingdom**Job Reference: /SW/16-11/726/11/RP** · **Job Title: Desktop Support Analyst** · **Location: Glasgow**- _Applicants must have the right to work in the UK_** · **Salary: Competitive** · **Contract: Permanent** · **Hours per week: Monday to Friday - 09:00 - 17: hours per week** · ...
-
Team Leader Payments Investigations
2 weeks ago
Barclays Glasgow, United Kingdom**Team Leader - Payments investigations** · **Glasgow** · As a Barclays Team Leader - Payments Investigations, you will be responsible for the timely resolution of customer queries that relate to Payments as well as managing reconciliation breaks across internal accounts, and rep ...
-
Implementation Services Specialist
1 week ago
Mercer Glasgow, United KingdomO&T Technology Solutions is looking to recruit a Senior Analyst. This role is to provide analysis expertise and support to client implementations and day-to-day operations of systems for internal and external clients in an efficient and professional manner. This role also include ...
-
Finance Assistant
3 weeks ago
LendInvest Glasgow, United KingdomLendInvest is the UK's leading FinTech platform for property finance. Over the past 14 years we have grown from just our two founders to a team of over 250 working to make property finance simple for everyone. · A workplace culture built around trying new things, getting things d ...
-
Bioinformatician
3 weeks ago
University of Glasgow Glasgow, United Kingdom**Job Purpose** · We are seeking a passionate and motivated Bioinformatician to support pancreatic cancer, colorectal cancer and computational biology research groups in the University of Glasgow and Beatson Institute. These research groups have track record and research focuses ...
-
Service Desk Administrator
2 weeks ago
Televerde Glasgow, United KingdomUnder supervision by the System Administrator, the Security Analyst & Service Desk Administrator II is responsible for the implementation and day-to-day management and continual improvement of the information security management system and acts as the second point of contact for ...
-
Investment Analyst Trainee
21 hours ago
Executive Recruitment LTD Glasgow, United KingdomWe have an exciting opportunity for an Investment Analyst to join an award winning investment firm. · Investment Analyst - The Role: · You will be supporting the investment team in delivering a high-quality professional client service to both internal and external customers. Work ...
-
Business Intelligence Consultant
1 week ago
IO Analytics Glasgow, United KingdomIO Analytics is a data services specialist offering consultancy, technical support, project management, resource augmentation, knowledge transfer and training solutions across skill areas of Data Engineering, Data Storage, Data Integration, Data Science and Data Visualisation. · ...
-
Project Analyst
3 weeks ago
Resource Solutions Glasgow, United KingdomRole Type: 12 month contract · 35 per hour + holiday pay inside IR35 PAYE · Operations, Analyst, Security Settlements, Fixed Income Trading, Regulatory Reporting · Our client is seeking a dynamic and committed Operations Analyst to join their Security Settlements Group. This r ...
-
2024 Fund Services Summer Analyst Program
1 week ago
Morgan Stanley Glasgow, United Kingdom2024 Fund Services Summer Analyst Program (Glasgow) · Fund Services · Job description 1 · Morgan Stanley - Fund Services Division (Glasgow) · Morgan Stanley is more than a leading financial services firm. With offices spanning 43 countries and talented, passionate people bring ...
-
2Nd Line Service Delivery Engineer
6 days ago
Nine Twenty Glasgow, United KingdomPlease note that this role is an initial 12 FTC ** · Role Purpose: To provide high quality second line engineering support to the business, managing calls assigned to the central IT Service Desk, resolving IT calls and service requests within Service Level Targets to the required ...
-
Data Analyst
1 week ago
Oliver UK Group Glasgow, United KingdomWorking in partnership with our client, the Data Analyst will be a key member of the team. You will manage the reporting and analytics to track our team's financial and project health. You will partner with our operations team and work with the Managing Director and Program Direc ...
-
Intelligence Analyst
1 week ago
Royal Air Force Glasgow, United KingdomAnalysis & maths Being creative Gaming & computers · PAY DURING FIRST SIX MONTHS · PAY AFTER COMPLETING BASIC TRAINING + SIX MONTHS SERVICE * · *Until at least you have completed one year of service and successfully completed Professional Workplace Assessments on first posting ...
Transfers Analyst - Glasgow, United Kingdom - Nucleus Financial
Description
We're on the lookout for a Client Solutions Transfers Analyst to join our user Client Solutions Operations teams on a 9 month FTC.
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:
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:
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.
Are we a perfect match? Check out and find out
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.
If you'd like to find out more about us or the role, please get in touch with in our People team.
Transfers Analyst professionals in Glasgow
-
Nicolas CG
Researcher engineer
-
Balakrishnan K S
MSBI Developer ( SQL, SSIS, SSRS, SSAS & Power BI)