- Providing extraordinary service to every adviser and client that you interact with and having an in depth understanding of our customer needs and how our platform and systems operate to meet them.
- Being responsible for various streams of communication including calls, email and any other correspondence while maintaining the appropriate audit.
- Works in close partnership with firms to maximise their customer experience. Leading regular service calls with firms to keep them informed and actively drive any required improvement.
- Ensuring effective management and consideration of escalations, non-standard requests, and process queries, ensuring no impact to service delivery or experience for our customers.
- Collaborating with others to deliver the best possible solutions even when under pressure.
- Maintenance of processes and procedures, creating and agreeing documentation standards across your team/dept
- Being proactive. Using your initiative to challenge the status quo and find better ways of doing things. Maintenance of processes and procedures, creating and agreeing documentation standards across your team/dept
- Being responsible for planning and managing your own workload, taking ownership of deadlines and adherence to agreed KPIs and SLA's while collaborating with and supporting other team members when needed.
- Responsible for various streams of communication including calls, email and any other correspondence while maintaining the appropriate audit.
- Positive attitude and ability to constantly adapt to a changing environment.
- Living and breathing the Nucleus values and know how the approach you take impacts the client.
- Taking accountability, if issues do arise, and ensure you see them through to resolution.
- Taking ownership of your own development and embrace all opportunities to learn and grow.
- In-depth product and process knowledge of financial products, legislation, and procedures, which includes understanding of our documentation requirements, how things are processed and can provide guidance to both customers and colleagues.
- In-depth platform and industry knowledge, including detailed understanding on our platform, wrappers, and our proposition.
- Possesses a deep understanding of firm's structure and their proposition.
- The ability to prioritise work in a fast-paced environment, to ensure the key things are responded to within agreed timescales.
- A confident and natural communication style and like to collaborate.
- An in-depth risk awareness – you understand and adheres to AML policy, verifying identity, data protection and security.
- Understands and adheres to all regulatory and company specific policy.
- Understanding of cubes data output and Power BI data and how this will support you and your firms.
- Good judgement is key to get the right outcome for our clients and Advisers, through your understanding of jurisdiction limitations and our processes.
- Understanding of control frameworks and how these impact on what you do day to day.
- Exceptional relationship management skills and the ability to build strong relationships and influence at all levels
- Excellent written and verbal communication skills
- Experience and knowledge of departmental processes
- Good working knowledge of Microsoft applications, particularly Excel
- High standards of work with great accuracy and attention to detail
- Strong organisation skills and ability to multi task effectively
- Good analytical and problem-solving skills
- A team player but also able to work independently
- Positive and professional attitude
-
Client Relations Manager
Found in: Talent UK C2 - 2 days ago
Nucleus Financial Salisbury, United KingdomAbout the Role · As a Client Relations Manager within our Key Accounts team, you will own a range of responsibilities working closely alongside your Senior Client Relations Manager to support with the administration and management of their designated key firms. Managing the regi ...
-
Senior Client Relations Manager
Found in: Talent UK C2 - 3 days ago
Nucleus Financial Salisbury, United KingdomAbout the Role · We're on the hunt for someone with exceptional customer service skills to join us as a Senior Client Relations Manager. · You'll be responsible for managing a portfolio of adviser firms and working with aligned account managers and support colleagues to provide ...
-
Sustainability Manager
Found in: SonicJobs Direct Apply UK - 5 days ago
Mainstay IT Salisbury, United Kingdom Full timeWe are recruiting for Sustainability Manager to work for our client a large Facilities Management company, with the site location being based in Salisbury. · Reporting directly to the Head of Sustainability, this pivotal role involves supporting our operations with expert guidanc ...
-
Business Administrator
Found in: SonicJobs Direct Apply UK - 3 days ago
Midhurst Childrens Therapeutic Services Salisbury, United Kingdom Full timeBusiness Administrator - Hybrid · Location: Salisbury office (SP1 3UT) and home working · Salary: £25K - £28K per annum, DOE + benefits · Working Pattern: This is a hybrid role with the expectation that you will be in the Salisbury office minimum 1-2 days per week. · Benefits: 2 ...
-
Requirements Management Support to FCAS DT
Found in: SonicJobs Direct Apply UK - 2 days ago
Jefferson Wells Salisbury, United Kingdom Full timeRole: Requirements Management Support to FCAS DT - Trials, Test & ASSC · Site Location: Boscombe Down · Rate: £ per day via Umbrella and Inside IR35 · Duration: 12 Month contract · Position Summary · The Future Combat Air System (FCAS) as a 6th generation Combat Air System will c ...
-
Workshop Forklift Engineer
Found in: SonicJobs Direct Apply UK - 3 days ago
First Military Recruitment Salisbury, United Kingdom Full timeAR573 - Workshop Forklift Engineer · Location: Whiteparish · Salary: £30,000 - £35,000 · Overview: · First Military Recruitment are currently seeking a Workshop Forklift Engineer on behalf of one of our clients. · The successful candidate will be responsible for carrying out rout ...
-
DevOps Engineer
Found in: SonicJobs Direct Apply UK - 3 days ago
CBSbutler Holdings Limited Romsey, United Kingdom Full timeDevOps Engineer · Hampshire · SC clearable · £50k - £62k + Blue Chip Benefits · Hybrid 2 days a week · You will join a recognised leader in defence technology and contribute to the development of cutting-edge products and services. As a DevOps Engineer, you will play a key role ...
-
Building Surveyor
Found in: SonicJobs Direct Apply UK - 1 day ago
Randstad CPE Romsey, United Kingdom Full timeMaintenance Surveyor opportunity for large social housing provider. · Due to increased workload, a large social housing provider have a requirement for a response repairs surveyor on a permanent basis. · As a Maintenance Surveyor, your role will be to inspect and assess the condi ...
-
Technical Services Manager
Found in: SonicJobs Direct Apply UK - 3 days ago
Spectrum IT Recruitment Ringwood, United Kingdom Full timeThis role will have an overriding impact in the way the company delivers Cloud & On-Premise infrastructure services to its customers, which includes the NHS. With a big emphasis on cloud, cyber security and infrastructure management, this role will have you using your broad techn ...
-
UK Sales Manager
Found in: SonicJobs Direct Apply UK - 4 days ago
Verto People Andover, United Kingdom Full timeSales Manager / National Sales Manager / Regional Sales Manager / Business Development Manager is required for a marine business that supply conditioning monitoring equipment to marine and non-marine industries company based in Andover. · Sales Manager / National Sales Manager / ...
-
Quality Manager
Found in: SonicJobs Direct Apply UK - 4 days ago
Miles Recruitment Ltd Chippenham, United Kingdom Full timeMiles Recruitment have an exciting new position open for a Quality Manager to join a vastly expanding company, looking to continue propelling themselves upwards. Our client already has an impressive range of products and services provided to customers all around the world with ap ...
-
Contracts Manager
Found in: SonicJobs Direct Apply UK - 3 days ago
PSR Solutions LTD Southampton, United Kingdom Full timeRole Overview: We are seeking an experienced Contracts Manager to join our clients team. As a Contracts Manager, you will play a pivotal role in overseeing project contracts, ensuring compliance, managing client relationships, and driving successful project execution. · Responsib ...
-
Principal Transport Planner
Found in: SonicJobs Direct Apply UK - 3 days ago
Carbon60 Aylesbury Winchester, United Kingdom Full timeThriving in the public sector, our client leads with an adept in-house team proficient in diverse property functions. From civil engineering to project management, they excel across a spectrum of services, including contract management, surveying, asset management, and planning. ...
-
HR Business Partner
Found in: SonicJobs Direct Apply UK - 4 days ago
Frazer Jones. Chippenham, United Kingdom Full timeI am partnering with an international business in Wiltshire to help them recruit an HR Business Partner who's focus will be development of data analytics and systems as well as providing generalist support to the business. · This is a great role for development and progression, y ...
-
Mechanical Project Manager
Found in: SonicJobs Direct Apply UK - 5 days ago
Cleveland Eton Fareham, United Kingdom Full timeMechanical Project Manager · Operating throughout the East of England, London and the Home Counties this Mechanical and Electrical contractor have been trading since the 60's, are financially sound and have a great culture combined with excellent work ethics. · They deliver mecha ...
-
Professional Services Resource Manager
Found in: SonicJobs Direct Apply UK - 4 days ago
Global Technology Solutions Ltd Southampton, United Kingdom Full timeProfessional Services Resource Manager · Southampton - Hybrid. 2-3 day per week onsite · Permanent salary £45,000 - £50,000 · Role Purpose: · Your role as a Professional Services Resource Manager is to work in partnership with our customers and project management office to mana ...
-
IMS Consultant
Found in: SonicJobs Direct Apply UK - 11 hours ago
iDPP Newbury, United Kingdom Full timeIMS Consultant - Telecommunications · £450.00 per day outside IR35 · 3-month rolling contract · Remote - Occasional travel to Berkshire · A global telecommunication provider is seeking a highly skilled IMS Consultant to join their team on a contract basis. As an IMS Consultant, y ...
-
Business Development Manager
Found in: SonicJobs Direct Apply UK - 2 days ago
Connexa Southampton, United Kingdom Full timeBUSINESS DEVELOPMENT MANAGER · My client is a growing consultancy in the digital transformation sector, serving clients in defence, government, and security industries. Their current focus is on leveraging advanced technologies like Artificial Intelligence to manage complex infor ...
-
Engineer
Found in: SonicJobs Direct Apply UK - 5 days ago
Carbon60 Aylesbury Winchester, United Kingdom Full timeOur client is thriving in the public sector, our client leads with an adept in-house team proficient in diverse property functions. From civil engineering to project management, they excel across a spectrum of services, including contract management, surveying, asset management, ...
-
3rd Line Data Engineering Specialist
Found in: SonicJobs Direct Apply UK - 5 days ago
Experis Southampton, United Kingdom Full timeJob Title: 3rd Line Data Engineering Specialist (Active SC) · Location: Sopwith Way, Swanwick, Southampton · Working Model: on-site · Duration: TBC · Inside IR35 via Umbrella: Paystream, Advance, Giant · Active SC Clearance required** · Responsibilities: · Utilising experience an ...
Senior Client Relations Manager - Salisbury, United Kingdom - Nucleus Financial
Description
About the Role
We're on the hunt for someone with exceptional customer service skills to join us as a Senior Client Relations Manager.
You'll be responsible for managing a portfolio of adviser firms and working with aligned account managers and support colleagues to provide an excellent level of service.
The best thing about this role is the integral part you'll play in building relationships with new and existing adviser firms. We'll be relying on you to provide exceptional service, ensuring our customers are at the heart of everything you do. You will manage your own portfolio of adviser partners and will work with people from across the business to ensure queries are dealt with efficiently, but always ensuring you achieve the best possible result for the customer.
You'll be the face of Nucleus, someone who our advisers know they can trust and rely on to get things done, always with the best interests of their clients in mind. It goes without saying that you'll be organised. You know that working in a collaborative way will result in better ideas and you'll take a great deal of pride in how you manage your relationships with your advisers. You'll join an energetic and collaborative team that supports each other, always learning and developing - this is a brilliant opportunity to progress your career - and keep on developing it.
We are open to hybrid working and individual circumstances will be considered although a strong office presence is required to support our service model.
You should apply if you love:
We'd love you to apply if you have:
A bit about you
Your friends would probably describe you as a 'plate-spinner'. Someone who can keep multiple things progressing all at once and someone who can connect the dots with ease.
You love working with others and get a real kick out of achieving the best outcomes for all involved. Inspiring will be your middle name as you advocate our vision and communicate with gusto and passion.
At Nucleus, we've always placed high value in cultural contribution and growing our diversity of thought, over technical capability. But it would great if you had some of the following:
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 Hannah McCreadie in our People team.