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
SIPP Administrator
XPS Pensions Group —Stirling
- Full-time
- Customer service
- Communication skills
- Time management
- Employee discount
- Referral programme
Sales Development Manager - Desk Based, Based anywhere in the UK
Ecolab Inc. —Glasgow
- Overtime
- Remote
- Customer service
- English
- Hotel
3d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Glasgow
- £3,800 a month
- Full-time
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
HR Operations and Support (Associate)
Morgan Stanley —Glasgow
- Full-time
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Rutherglen South
- £3,800 a month
- Full-time
- Sales
Quick apply
Archaeology & Heritage Consultant
Dalcour Maclaren —Stirling
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
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
Hospitality/Office Coordinator
Vigilant Security —Glasgow
- £13.45 an hour
- Full-time
- Hospitality
- Customer service
- Computer literacy
- Annual leave
Quick apply
14d
Paralegal - Financial Litigation
DWF —Glasgow
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Communication skills
HR & Recruitment Manager
LUDDON CONSTRUCTION LIMITED —Glasgow
- Full-time
- Microsoft Outlook
- Management
- Continuous improvement
- Free parking
- Annual leave
Quick apply
6d
New Business Associate
McVey and Murricane —Glasgow
- £25,000 - £30,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
7h
Claims Handler - Financial Services - Senior Associate
Pwc UK —Glasgow
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
Identity Technical Specialist
M&G plc —Stirling
- Full-time
- Continuous improvement
- Communication skills
- Annual leave
Manufacturing Technician
Piramal Healthcare UK Limited —Grangemouth
- Weekend availability
- Computer literacy
- Continuous improvement
- Computer skills
10d
Senior Archaeology and Built Heritage Consultant
Dalcour Maclaren —Stirling
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
4d
Operations Associate - Reconciliations / Risk Control
Morgan Stanley —Glasgow
- Full-time
- Banking
Finance Data Associate
Morgan Stanley —Glasgow
- Full-time
- Communication skills
Data Center Technician - Glasgow, Scotland
CoreWeave Europe —Glasgow
- No degree
- Travel
- Scripting
- Employee assistance programme
Quick apply

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client services associate jobs near stirling, stg

Customer Services Support (Self Invested Pensions)

XPS Pensions Group -
Stirling

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount
Referral programme

Qualifications

Investment
Pension
Process improvement
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

Sales Development Manager - Desk Based, Based anywhere in the UK

JUNIOR SALES CONSULTANT

Field Service Administrator

HR Operations and Support (Associate)

JUNIOR SALES ADVISOR

Archaeology & Heritage Consultant

Field Hydrometrist - Stirling

Hospitality/Office Coordinator

Paralegal - Financial Litigation

HR & Recruitment Manager

New Business Associate

Claims Handler - Financial Services - Senior Associate

Identity Technical Specialist

Manufacturing Technician

Senior Archaeology and Built Heritage Consultant

Operations Associate - Reconciliations / Risk Control

Finance Data Associate

Data Center Technician - Glasgow, Scotland

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