{bc}
hibob

Senior Client Relations Manager

Nucleus Financial Platforms Group
Edinburgh, GBR
Full-time
Mid
Hybrid
Discovered 2 weeks ago

Full Job Posting

Job description

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.

Supporting department initiatives and helping to deliver improvements that benefit advisers, clients and colleagues.

Training, mentoring and supporting colleagues so the team continues to develop and deliver consistently high standards.

Completing senior control checks with care, accuracy and a strong focus on good customer outcomes.

Providing practical support as well as deputising for the team manager and helping the team stay focused, organised and effective.

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.

Requirements

  • 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.
  • Supporting department initiatives and helping to deliver improvements that benefit advisers, clients and colleagues.
  • Training, mentoring and supporting colleagues so the team continues to develop and deliver consistently high standards.
  • Completing senior control checks with care, accuracy and a strong focus on good customer outcomes.
  • Providing practical support as well as deputising for the team manager and helping the team stay focused, organised and effective.
  • 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.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Nucleus Financial Platforms Group