Build strong relationships with clients and advisers in a varied client services role where accuracy ownership and excellent service are key
The Role
Support clients and advisers with professional query handling administration and end to end service delivery
About You
Bring a proactive and service focused approach with strong attention to detail and a commitment to doing things well
The Reward
The Role
Support clients and advisers with professional query handling administration and end to end service delivery
- Deal with client and adviser queries by telephone and written communication
- Act as a key point of contact ensuring queries are handled professionally and resolved promptly
- Perform KYC reviews of client files ensuring regulatory requirements are met
- Take ownership of queries from receipt through to satisfactory resolution
- Complete accurate administrative tasks and maintain clear client records
About You
Bring a proactive and service focused approach with strong attention to detail and a commitment to doing things well
- Experience in client services administration or a customer focused office environment
- Strong communication skills with the ability to liaise professionally with clients advisers and internal teams
- High level of accuracy with a good understanding of the importance of data integrity
- Ability to manage queries follow up actions and pended work within expected timescales
- Team player with a solutions based approach and willingness to share best practice
The Reward
- Permanent opportunity within a professional client services environment
- Based in the Isle of Man within a supportive operations team
- Varied role covering client administration relationship management and query resolution
- Opportunity to contribute to process improvements and best practice across the team
- Collaborative culture focused on ownership service standards and continuous improvement