- To be proactive and use your initiative to deliver exceptional service
- To identify and drive forward business improvements
- Planning and managing your workload to deliver the required service standards, and ensuring your team work effectively together
- Maintaining company values and branding through all communications and interactions
- Collaborating with and influencing your colleagues and partners to achieve the best outcome for customers
- Taking accountability, if issues do arise, ensuring that things are seen through to the end
- To take ownership of your development, embracing all opportunities to learn and grow.
-
Client Onboarding/AML Analyst
14 hours ago
Meraki Talent Ltd Edinburgh, United KingdomClient Onboarding/AML Analyst · Competitive Salary · Permanent · Edinburgh · Meraki Talent are working with a well-known firm to appoint a Client Onboarding/AML Analyst to join their Edinburgh-based office. The role holder will help ensure that the firm maintains compliance with ...
-
Client Onboarding/AML Analyst
1 day ago
Meraki Talent Ltd Edinburgh, United KingdomJob Description · Client Onboarding/AML Analyst · Competitive Salary · Permanent · Edinburgh · Meraki Talent are working with a well-known firm to appoint a Client Onboarding/AML Analyst to join their Edinburgh-based office. The role holder will help ensure that the firm maintain ...
-
Client Onboarding/AML Analyst
19 hours ago
meraki talent ltd Edinburgh, United KingdomClient Onboarding/AML Analyst · Competitive Salary · Permanent · Edinburgh · Apply (by clicking the relevant button) after checking through all the related job information below. · Meraki Talent are working with a well-known firm to appoint a Client Onboarding/AML Analyst to join ...
-
Client Onboarding/AML Analyst
1 hour ago
Meraki Talent Limited Midlothian, United Kingdom Full timeClient Onboarding/AML AnalystCompetitive SalaryPermanentEdinburghMeraki Talent are working with a well-known firm to appoint a Client Onboarding/AML Analyst to join their Edinburgh-based office. The role holder will help ensure that the firm maintains compliance with relevant AML ...
-
Implementation Consultant
1 week ago
Avanti Edinburgh, United KingdomAvanti Recruitment have partnered up with an employee-owned software company who create industry leading case management software for new and existing customers. · They are looking for an Implementation Consultant/ Systems Analyst to join their small but talented team based in Ed ...
-
JPMorgan Chase Bank, N.A. Edinburgh, United KingdomWe are currently seeking a talented and motivated Quality Assurance Analyst to join our Quality Team of Private Bank Operations (International). The position responsibilities include day-to-day quality assurance review, participating in cross functional meetings, providing guidan ...
-
JPMorgan Chase Bank, N.A. Edinburgh, United KingdomWe are currently seeking a talented and motivated Quality Assurance Analyst to join our Quality Team of Private Bank Operations (International). The position responsibilities include day-to-day quality assurance review, participating in cross functional meetings, providing guidan ...
-
Product Owner
9 hours ago
Computershare Edinburgh, United Kingdom**Location: Edinburgh** · This is a hybrid position primarily based in Edinburgh. We're committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find ...
-
JPMorgan Chase Bank, N.A. Edinburgh, United Kingdom**ABOUT US** · J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving ...
-
Customer Success and Onboarding
1 week ago
CYBERHAWK Edinburgh, United KingdomCyberhawk are looking for an experienced Customer Support Analyst to join our Edinburgh software team. This is a hybrid position based from our dog friendly office in Ratho, Edinburgh. · **About us: · Cyberhawk is a fast-growing, successful technology company. We are the industry ...
-
Report Production Analyst
1 week ago
eFinancialCareers Edinburgh, United Kingdom**Description** · **About this role** · **About Client Experience** · The CX organization, situated within Technology & Operations, touches all aspects of the client journey, and is aligned across 4 key pillars: Onboarding (Contracting, Client & Product Implementation, Due Dilige ...
-
Denholm Associates Edinburgh, United KingdomIf you're an experienced Senior Colleague Communications Manager looking for your next role, we want to hear from you Denholm currently have an excellent opportunity with one of our clients, a British retail bank, who are looking to recruit a Senior Managerto join their team. · O ...
-
Digital Product Owner
1 week ago
Recast Edinburgh, United Kingdom**About Recast** · Recast is a subscription-free, live and on-demand streaming platform which gives Fans easy and affordable access to the sports and entertainment they love, paying Publishers for every single view, with up to 85% of all income generated going to them directly. · ...
-
Lead Analyst, Investor Services Operations
2 days ago
BNY Mellon Edinburgh, United Kingdom**_Bring your ideas. Make history._** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody an ...
-
Data Client Support Lead
1 week ago
Addepar Edinburgh, United Kingdom**Who We Are** · Addepar's purpose is to maximize the positive impact of the world's capital. More than 700 of the world's leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealt ...
-
Investment Support Professional, Edinburgh
1 week ago
JPMorgan Chase Bank, N.A. Edinburgh, United KingdomThis is an exciting opportunity for you to join a new, dynamic, diverse team within the UK market of J.P Morgan's EMEA Private Banking business, based in Edinburgh. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to pr ...
-
Senior Product Owner
1 week ago
Morningstar Edinburgh, United Kingdom**Senior Product Owner: Future of Retirement** · **The Group** · At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' needs. Our solutions pave the way for investo ...
-
Report Production Analyst
2 days ago
eFinancialCareers Edinburgh, United Kingdom**Description** · **About this role** · **About Client Experience** · The CX organization, situated within Technology & Operations, touches all aspects of the client journey, and is aligned across 4 key pillars: Onboarding (Contracting, Client & Product Implementation, Due Dilige ...
-
Analyst (Permanent)
1 day ago
Meraki Talent Ltd Edinburgh, United KingdomClient Onboarding/AML AnalystCompetitive SalaryPermanentEdinburghMeraki Talent are working with a well-known firm to appoint a Client Onboarding/AML Analyst to join their Edinburgh-based office. The role holder will help ensure that the firm maintains compliance with relevant AML ...
-
Data Analyst
14 hours ago
Storm ID Edinburgh, United KingdomJob Description The role · As a Data Analyst, you will collaborate with other teams across Storm and our clients to development measurement frameworks, data analytics plans and visualisations, and to carry out analysis and investigation on datasets. · You will be passionate advoc ...
Client onboarding analyst - Edinburgh, United Kingdom - Nucleus Financial
Description
We're on the lookout for people to join our Assisted Asset Transfers team.
Integral to this role is customer service. This means you'll be a pro at maintaining a healthy balance between delivering on our customers' needs and expectations, while managing a varied workload. Every day you'll be managing multiple requests through varied channels all with the aim of ensuring everything is dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.
You'll be responsible for hand holding the asset transfers from start to finish – from the onboarding of the clients to dealing with queries and calls from the adviser firms and customers. While working with our adviser firms you'll be an advocate for our customers, ensuring we always strive to get the best possible outcome for them to enhance the customer experience in line with our vision of becoming Best Loved.
A bit about you
Your friends would probably describe you as the one with exceptional attention to detail. You're the type of person who asks good questions to understand expectations but can react like lightning to solve problems as they occur. You'll be very organised and have the ability to manage your own time effectively. You work well as part of a team and take a great deal of pride in providing exceptional customer service. You want to be part of a collaborative culture where you feel empowered but always know you'll never be left alone.
You should apply if you love:
A little about us
Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients by driving forward service improvements to enhance our customer experience, in line with our vision of becoming Best Loved – it's this purpose that drives everything we do. Providing exceptional customer service is a key element of our proposition and our new team will be boosting this.
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 fulfill 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 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
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 Hannah in our people team.
Client onboarding analyst professionals in Edinburgh
-
Shalini Shalini
KYC/CDD Analyst
-
Jaromir Mach
GIS/Remote Sensing Specialist
-
Amos Ogunyemi
Lead Business Analyst
-
Elijah Fetter
Scrum Master / Delivery Manager
-
SHUBHAM KUMAR VERMA
Actively looking for analyst roles
-
Jake Connor
IT Support