Job Description

We’re on the lookout for a Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. 

Integral to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a dynamic and varied workload. Every day you’ll manage multiple queries all with the aim of ensuring all queries are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.

You’ll also have accountability for highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients and safeguard our clients’ money. You will need to understand the consequences of all actions and manage these in line with our risk framework.

You’ll spend your time:

  • Servicing our clients, whether that be handling queries, processing a transfer or handling pension q...

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