Client Services Associate
Isle of Man
Permanent
Our client seeks a Client Services Associate to join their team.
Key Responsibilities:
- Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and performance development plan.
- Take ownership of and resolve any queries through to a satisfactory conclusion.
- Support ongoing reviews and updating of procedures within the team and department.
- Responsible for the accurate and efficient completion of administrative tasks.
- Support the approach of full ownership of customer and adviser queries from receipt until the customer's expectations have been satisfied.
- Ensure pended work is reviewed, chased and closed within expected timescales.
- Proactive, solutions-based approach to understanding issues which arise, and able to implement actions according to administrative policies and Procedure.
- Timely and professional contact with stakeholders should be maintained at all times.
- Assist in developing, implementing and sharing best practices.
- Take personal responsibility for data integrity.
Key Skills & Experience:
- 1-2 years of experience in customer service or a related field and be passionate about delivering excellent customer service.
- Competent in Microsoft applications: Including Word, Outlook, SharePoint and Excel.
- Experience in handling external telephone calls and emails with both clients and independent financial advisors is essential.
- Highly self-motivated individual who is willing to participate and actively assist in improving current processes.
- Strong verbal and written communication skills.
- Previous experience in Life Assurance or a similar customer service-based industry would be beneficial.
- Demonstrate an inquisitive nature and willingness to highlight any concerns, particularly relating to KYC and CDD
