Client Services Associate
Isle of Man
Permanent
Our client seeks a Client Services Associate to join their Operations department.
The successful candidate will be part of a Client Service team based in the Isle of Man. You will play a vital role in managing a diverse range of inbound client and advisor queries, including calls and written correspondence. Serving as the primary point of contact, this team is responsible for handling queries, providing detailed information, and resolving issues promptly and professionally.
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.
- 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 our 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 timescale.
- Assist in developing, implementing and sharing best practices.
Key Skills and Experience:
- 1-2 years of experience in customer service or a related role. Experience in the Life Assurance industry would be an advantage.
- Experience in handling external telephone calls and emails with both clients and independent financial advisors.
- Strong verbal and written communication skills in English.
- Be passionate about delivering excellent customer service.
- Experience with New Business/ Payments /Policy Serving would be desirable.
- Competent in Microsoft applications: Including Word, Outlook, SharePoint and Excel.
- Ability to manage and prioritise own workload in a fast-paced environment.
- Demonstrate an inquisitive nature and willingness to highlight any concerns, particularly relating to KYC and CDD.
Your specialist: Nathan Draper
Quote job ref: 16880
Hi, I'm your specialist Nathan 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.
