We’re on the lookout for people to join our Assisted Asset Transfers team.
Integral to this role is customer service. This means you’ll be a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a varied workload. Every day you’ll be managing multiple requests through varied channels all with the aim of ensuring everything is dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.
You’ll be responsible for hand holding the asset transfers from start to finish – from the onboarding of the clients to dealing with queries and calls from the adviser firms and customers. While working with our adviser firms you’ll be an advocate for our customers, ensuring we always strive to get the best possible outcome for them to enhance the customer experience in line with our vision of becoming Best Loved.
A bit about you
Your friends would probably describe you as the one with exceptional attention to detail. You’re the type of person who asks good questions to understand expectations but can react like lightning to solve problems as they occur. You’ll be very organised and have the ability to manage your own time effectively. You work well as part of a team and take a great deal of pride in providing exceptional customer service. You want to be part of a collaborative culture where you feel empowered but always know you’ll never be left alone.
You should apply if you love:
A little about us
Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients by driving forward service improvements to enhance our customer experience, in line with our vision of becoming Best Loved – it’s this purpose that drives everything we do. Providing exceptional customer service is a key element of our proposition and our new team will be boosting this.
Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Whether you are working in a role that is client 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 fulfill your potential and do work that really matters, to you and our clients. 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.
If you’d like to find out more about us or the role, you can check out #Wearenucleus on social media to see what we’ve been up to recently or get in touch with Hannah in our people team.
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