Client Services Associate
Isle of Man
Permanent
Our client seeks a Client Services Associate to join their team.
This Client Services Team is responsible for handling queries, providing detailed information, and resolving issues promptly and professionally. They serve as the primary point of contact for clients and advisors, ensuring that all interactions are courteous, informative, and aligned with service standards. The ideal candidate will be meticulous and highly self-motivated and have proven experience in a related role.
Key Responsibilities:
- Deal with queries from clients, both internally and externally via telephone or written communication.
- Perform KYC reviews of client files ensuring regulatory requirements are met and managing the client transaction from start to finish where necessary or on an ad-hoc basis if required.
- Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and performance development plan.
- Be a team player and contribute to the “one team” approach across all of Client Services.
- 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 provided.
- Support the approach of full ownership of customer and adviser queries from receipt until the customer's expectations have been satisfied.
- Timely and professional contact with stakeholders should be maintained at all times.
- Contribute to a proactive working culture.
- Take personal responsibility for data integrity.
Key Skills and Experience:
- 1-2 years of experience in customer service or a related field, ideally within Life Assurance or a similar customer service-based industry.
- Experience in handling external telephone calls and emails with both clients and independent financial advisor.
- Highly self-motivated individual who is willing to participate and actively assist in improving current processes.
- Strong verbal and written communication skills in English.
- Be passionate about delivering excellent customer service.
- Competent in Microsoft applications: Including Word, Outlook, SharePoint and Excel.
- Knowledge of Finscan would be desirable.
- Demonstrate an inquisitive nature and willingness to highlight any concerns, particularly relating to KYC and CDD.
Your specialist: Paige Milestone
Quote job ref: 16747
Hi, I'm your specialist Paige and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.
