- Providing extraordinary service to every adviser and client that you interact with.
- Working in close partnership with firms to maximise their customer experience and journey.
- Being proactive. Using your initiative to challenge the status quo and find better ways of doing things.
- Being responsible for planning and managing your own workload, while collaborating with and supporting other team members when needed.
- 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.
- Previous experience providing exceptional customer service.
- A good understanding of financial products, legislation and procedures.
- Possibly spent some time in a larger financial services company and realised it's not your calling after all.
- A confident and natural communication style and like to collaborate.
- Good experience with systems and in particular Microsoft Office.
Client Relations Manager - Edinburgh, United Kingdom - Nucleus Financial
Description
We're on the hunt for someone with exceptional customer service skills to join us as a Client Relations Manager on a 12 months Fixed Term Contract.
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 all 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.
You should apply if you love:
We'd love you to apply if you have:
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.