Build trusted relationships and deliver service that makes a genuine difference as a Client Services Associate based in the Isle of Man.
The Role
Take ownership of client and adviser enquiries while helping to deliver a responsive and professional service.
About You
Bring a proactive approach, clear communication and a genuine commitment to excellent customer service.
The Reward
The Role
Take ownership of client and adviser enquiries while helping to deliver a responsive and professional service.
- Manage client and adviser enquiries by telephone and written communication from receipt through to resolution
- Complete KYC reviews and support client transactions while ensuring regulatory requirements are met
- Maintain accurate client records and take personal responsibility for data integrity
- Review and progress outstanding work within agreed timescales while keeping stakeholders informed
- Support departmental objectives by improving procedures and sharing best practice across the team
About You
Bring a proactive approach, clear communication and a genuine commitment to excellent customer service.
- Previous experience in customer service or a related field
- Experience handling telephone and email enquiries from clients and professional advisers
- Strong written and verbal communication skills in English
- Ability to prioritise a busy workload, resolve issues and make appropriate decisions
- Competence in Microsoft Word, Outlook, SharePoint and Excel
The Reward
- A collaborative role within an Isle of Man based Client Services team
- Personal objectives supported by a performance development plan
- Opportunities to improve processes and contribute ideas
- Experience within an international financial services environment
- A working culture centred on respect, integrity, quality, trust and innovation