Client Services Administrator
Isle of Man
Contract
Client Services Administrator - 6 Month Maternity Cover contract
Role Profile: Are you a dedicated and detail-oriented individual then client seeks you to join their Client Services team. This role is ideal for someone passionate about customer service, problem-solving, and continuous improvement. You will be instrumental in enhancing client experience, ensuring accuracy in client records, and supporting key operational processes.
Key Responsibilities:
- Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
- Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
- Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
- Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
- Process outward surrender payments in line with company policies.
- Develop a strong understanding of Group's product offerings.
- Provide support to team members as needed, including occasional reception desk coverage.
- Adhere to the company's Anti-Money Laundering (AML) procedures and guidelines at all times.
- Take on additional responsibilities as required, contributing to various teams and projects within your capabilities.
Key Skills and Experience:
- Prior experience in financial services or client service roles is advantageous
- Strong attention to detail with a high degree of accuracy.
- Excellent critical thinking and problem-solving skills.
- Strong organisational and time management abilities, with the ability to prioritise workloads and meet deadlines.
- Effective communication skills (both verbal and written) to handle a range of client queries, from routine to complex.
- A proactive and client-focused mindset, demonstrating responsiveness and commitment to exceptional service.
- Ability to work both independently and collaboratively within a dynamic financial services environment.
- A flexible and creative approach to problem-solving, thinking outside the box when challenges arise.
- Proficiency in Microsoft applications and a willingness to learn new systems.
- A commitment to compliance, regulatory best practices, and integrity in all tasks.
- A positive attitude that fosters teamwork, trust, and motivation among colleagues.
Your specialist: Mark Burman
Quote job ref: 16030
Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.
