Relationship Support Officer

Isle of Man
Temporary
Our Client seeks a Relationship Support Officer to join their team.
 
Key Responsibilities:
  • Actively contributing to the successful delivery of the departmental objectives along with your own personal business objectives
  • Administer a varied book of business including Personal Portfolio products
  • Carry out and follow through client and IFA requests to a conclusion
  • Take ownership of, and resolve any queries through to a satisfactory conclusion
  • Ad hoc project work
  • Contribute to a proactive working culture
  • Be part of an innovative culture to problem solving
 
Key Skills & Experience:
  • Strong verbal and written communication skills in English and French or Italian
  • Highly self-motivated, active team member willing to participate in improving process
  • Experience in handling external telephone calls with both clients and independent financial advisors
  • Ability to manage and prioritise own workload in a fast-paced environment
  • Previous experience in handling telephone calls and be passionate about delivering excellent customer service
  • Able to manage and prioritise own workload and make decisions within the remit of their role in a fast-paced environment
  • Previous experience in life assurance or a similar customer service based industry
  • Experience in New Business Environment, Payments out role
  • Demonstrate an inquisitive nature and willingness to highlight any concerns, particularly relating to KYC and CDD
  • Competent in Microsoft applications: Including Word, Outlook, SharePoint and Excel
  • Knowledge of SharePoint and Finscan
Your specialist: Debbie Amankwa
Quote job ref: 9178

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.