Client services associate Work, Jobs in Stirling, Stg (with Salaries)

Customer Services Support (Self Invested Pensions)
XPS Pensions Group —Stirling
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
18h
SIPP Administrator
XPS Pensions Group —Stirling
- Full-time
- Customer service
- Communication skills
- Time management
- Employee discount
- Referral programme
3d
Client Success Associate
Project Green Group —Glasgow
- £14 - £16 an hour
- Full-time
- CRM software
- Salesforce
- Financial services
- Free parking
- Paid training
Quick apply
6h
Property Administrator (SIP)
XPS Pensions Group —Stirling
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
4d
Field Hydrometrist - Stirling
Hydro International —Stirling
- £25,820 a year
- Overtime
- Microsoft Word
- Computer literacy
- No experience needed
- Referral programme
- Sick pay
Quick apply
8d
Marketing Assistant
Project Green Group —Glasgow
- £26,000 - £28,000 a year
- Full-time
- CRM software
- Customer service
- In-person
- Free parking
- Paid training
Quick apply
6h
IT Support Services Technician
Percepta —Glasgow
- £34,000 a year
- Overtime
- Remote
- Travel
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
Field Service Administrator
Savaria Corporation —Glasgow
- £25,000 - £26,000 a year
- Full-time
- Maths
- In-person
- Training & development
- Employee assistance programme
- Employee discount
Quick apply
Trainee Property Manager
Rettie —Glasgow
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick apply
Claims Handler - Financial Services - Senior Associate
Pwc UK —Glasgow
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
7d
HR Operations and Support (Associate)
Morgan Stanley —Glasgow
- Full-time
- Human resources
Graduate Geologist
Environmental Reclamation Services Limited —Glasgow
- Full-time
- Hybrid work
- English
- Bachelor's degree
- Organisational skills
- Sick pay
Quick apply
Associate - Pensions
DWF —Glasgow
- Full-time
- Communication skills
Inventory Associate
Chemify Ltd —Glasgow
- Laboratory experience
- English
- Continuous improvement
Quick apply
Liquidity Reporting Associate
Morgan Stanley —Glasgow
- Full-time
14d
Operations Associate - Reconciliations / Risk Control
Morgan Stanley —Glasgow
- Full-time
- Banking
3d
MSFS, Portfolio Analytics - Quant
Morgan Stanley —Glasgow
- Full-time
- Master's degree
- Communication skills
- Analytics
Associate Controls Analyst (Defence)
AECOM —Glasgow
- Full-time
- Hybrid work
- PMP
- Engineering
- Master's degree
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £25,000 - £32,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Quick apply

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Customer Services Support (Self Invested Pensions)

XPS Pensions Group -
Stirling

Apply Now

Job details

Full-time
18 hours ago

Benefits

Company pension
Employee discount
Referral programme

Qualifications

Investment
Pension
Business processes
Complaint handling
Communication skills
Time management

Full job description

Contractual hours

37.5

Basis

Full time

Job category/type

XPS Self Invested Pensions

Date posted

05/08/2026

Job reference

REQ003768

Customer Services Support (Self Invested Pensions)

Location: Stirling

Employment Type: Permanent, Full Time

Grade: Associate

Office Based

REQ003769

#LI-Onsite

About XPS Group:

XPS Group is a prominent and growing UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes and their sponsors. Our goal is to foster a workplace where diverse talents thrive.

About the Role:

XPS Self Invested Pensions is part of XPS Pensions Group. We manage relationship with thousands of clients and hundreds of professional financial advice firms. We are only as strong as the people we employ. Our team of specialist staff look after SIPP and SSAS client assets worth £2.5bn. Our emphasis on clients means we provide personal contacts. Our business thrives by employing people who are intelligent, seek learning daily, work independently as well as part of a team, and who feel rewarded by delivering an excellent human-to-human service to clients and their advisers.

Key Responsibilities:

To provide an excellent customer service to all our clients
To assist SIP consultants with administration duties for their portfolios focusing on:
- Prepare and issuing all annual valuations and Illustrations.
- Reviewing and updating contract notes, investment updates and tax vouchers.
- Paying property insurance and property manager invoices.
- Administration for new SIPPs being set up.
- Demonstrating ownership over all queries and issues raised.
- Awareness of fee management principles.
- Actively updating SSASMAN or Swift plus all relevant databases.
- Ensuring department processes are followed at all times.
Assist with incoming/outgoing mail to cover Office Manager time off.
Participate in any Department project work and ad-hoc tasks when required.
Ownership of self-assessment return including reviewing and gathering any data required for submission of this.
Ensure the quality of your work is of a very high standard and meets department standards.
Adhering to portfolio management principles and professional writing standards at all times.
Have knowledge of all types of Self Investment, Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance.
Work with your manager and as part of a team to achieve targets and respond to department needs.
Checking work for fellow colleagues as and when required as well as recognising good work.
Participate in monthly risk audit of support work.
Provide cover for SIP Finance Team as and when required.
Take ownership of the GEQ Audit rework for the support team - delegating rework to the relevant consultant and highlighting any training/risk issues to your Team Manager.
Proactively suggest improvements to the departments work processes, aiming to improve efficiency.
Have knowledge of complaints process and be able to overcome clients objections and deal with difficult situations.

Your Profile:

Essential:

Organised methodical & logical approach to Portfolio Management and Problem Solving.
Ability to apply a common-sense approach to situations.
Good time management skills.
A positive, can-do attitude and takes pride in work.
Ability to work effectively as part of a team.
Must have excellent communication skills (oral and written).

Desirable:

Good standard of education.
Experience administering pension schemes.
Ability to work on own initiative.
Ability to see the ‘bigger picture’.

What We Offer:

Enjoy a competitive salary, annual discretionary bonus, and 25 days’ holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.

How to Apply:

Interested candidates should submit applications via Apply Now option or contact [email protected] for more information. Join XPS Group and contribute to a dynamic and inclusive workplace.

Equal Opportunities Statement:

XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.

Eligibility:

Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.

Who Are We:

To find out more please visit: www.xpsgroup.com

Apply Now

Refine Your Search

client services associate jobs in stirling, stg

Customer Services Support (Self Invested Pensions)

SIPP Administrator

Client Success Associate

Property Administrator (SIP)

Field Hydrometrist - Stirling

Marketing Assistant

IT Support Services Technician

Field Service Administrator

Trainee Property Manager

Claims Handler - Financial Services - Senior Associate

HR Operations and Support (Associate)

Graduate Geologist

Associate - Pensions

Inventory Associate

Liquidity Reporting Associate

Operations Associate - Reconciliations / Risk Control

MSFS, Portfolio Analytics - Quant

Associate Controls Analyst (Defence)

Associate Wealth Planner

Pensions Administrator

I want to receive the latest job alerts for client services associate in stirling, stg

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