Client Administrator - Scotland - Greenbean

    Greenbean
    Greenbean Scotland

    2 days ago

    Description

    Greenbean Glasgow City, Scotland, United Kingdom

    Client Administrator

    Greenbean Glasgow City, Scotland, United Kingdom

    This range is provided by Greenbean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

    Base pay range

    Direct message the job poster from Greenbean

    Management Consultant - Senior and Specialist

    We are currently working with a company who are looking for a proactive and customer-focused Client Solutions Administrator to join our Client Solutions Operations team. This is a dynamic and rewarding role that blends exceptional service delivery with process improvement — all while supporting financial advisers to achieve the best outcomes for their clients.

    This role has a salary of £25,000 working 35 hours per week Monday - Friday 9am to 5pm with a 1-hour lunch. This is a fully office based role

    Servicing our clients is at the heart of this role, balancing customer needs and expectations with managing a diverse and dynamic workload. Each day, you'll handle numerous queries, aiming to resolve them within agreed timeframes to support advisers in achieving optimal outcomes for their clients.

    Why Join the Team?

    Join the Client Solutions Operations team and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall wellbeing:

    • Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
    • Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
    • Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.

    What you'll be doing:

    At the heart of this rol, you'll be managing a range of queries daily from payments and transfers to pension and platform queries , ensuring everything is resolved within agreed timeframes. It's fast-paced, varied, and requires STRONG prioritisation skills.

    You'll also:

    ·Act as a key contact for client servicing – delivering accurate and efficient responses with a smile.

    ·Identify and contribute to improvements in processes and controls, helping us safeguard client assets and enhance service.

    ·Collaborate across the department, stepping in to support where needed and sharing knowledge generously.

    ·Contribute to a culture of continuous improvement by spotting opportunities to streamline the customer journey.

    What you bring:

    You're likely the one friends turn to for advice, organisation, and a well-thought-out plan. You genuinely care about people, and it shows in the way you work. You're not only great at asking the right questions — you're quick to solve problems and keep things moving.

    You'll thrive in this role if you:

    • Have experience in financial services
    • Are a natural relationship builder with excellent communication skills
    • Balance attention to detail with the ability to spot what really matters
    • Adapt easily to shifting priorities and support others with a can-do attitude
    • Think creatively and love finding better ways to get things done
    • Take pride in mentoring and helping others succeed
    • Want to make a difference and enjoy doing it

    You will be responsible for identifying areas for control improvement, assisting in the design and implementation of these enhancements to better serve clients and protect their funds.

    A little about us

    Our purpose at Nucleus is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do. Whether you are working in a role that is customer-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 customers. 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.

    Seniority level

    • Seniority level

      Entry level

    Employment type

    • Employment type

      Full-time

    Job function

    • Job function

      Administrative

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