Overview
Client Relations Administrator at Nucleus Financial
We’re looking for excellent, customer-obsessed and organised individuals to join our Client Solutions department. Providing exceptional customer service is a key element of our proposition and the client relations department plays a leading role in making this happen. The Client Relations Administrator role involves administration and management of designated firms, and shared responsibilities with CRS colleagues across the department. On a daily basis, you will manage mailboxes and answer queries from customers and advisers via phone, email and live chat. Fundamental to this role is customer service, balancing customers’ needs and expectations with a dynamic and varied workload. You’ll work in an energetic, collaborative team that supports each other and has opportunities for progression and development. Each day will be different, and the role will evolve with time and effort.
Responsibilities
* Be proactive and use your initiative to deliver exceptional service
* Identify and drive forward business improvements
* Plan and manage your workload to deliver the required service standards, and ensure your team works effectively together
* Maintain company values and branding through all communications and interactions
* Collaborate with and influence colleagues and partners to achieve the best outcome for customers
* Take accountability; if issues arise, ensure they are seen through to the end
* Take ownership of your development, embracing opportunities to learn and grow
A Bit About You
Your friends would describe you as “the reliable one.” You will be very organised, able to manage your own time effectively, and you will be an expert multi-tasker. You work well as part of a team and take pride in providing exceptional customer service. You want to be part of a collaborative culture where you feel empowered but know you’ll never be left alone. Previous pension platform knowledge and experience would be highly desirable.
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. Our ambition is to create a platform with a difference, putting the customer centre stage. Our culture, values, and social responsibility are central to our agenda.
Our culture sets us apart. We want an environment where our people feel they can make a real difference, are rewarded for their efforts, and enjoy themselves at work.
Inclusion and Diversity
We care about inclusion. It’s embedded in our culture and everything we do. It’s a commercial imperative to create a fair, balanced and transparent financial services sector. More diversity means broader experience, a wider set of perspectives, and better problem-solving. It also helps ensure we are representative of customer groups and supports product development.
Benefits
* Non-contributory pension
* Bonus
* Enhanced parental leave
* Paid time off for emergencies
* Health and wellbeing initiatives
* Flexible working options
Please note this is an office-based role due to the nature of the tasks, not subject to a hybrid model.
If you’d like to find out more about us or the role, please get in touch with our recruitment team.
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