Join our client as a Client Services Director! We're looking for a dynamic leader to manage client relationships, drive business growth, and ensure operational excellence. The Role… As Client Services Director, you will: Provide client and team management support for exceptional service Lead company development initiatives Exceed financial targets while optimising costs Improve processes for operational excellence Foster a culture of shared responsibility Act as the primary client contact, ensuring quality deliverables. Embed risk management practices Proactively seek new business opportunities Manage staff and profitability Review and optimise fee arrangement About You… To excel in this role, you should have: Strong leadership and relationship skills Pragmatic and results-oriented approach Resilience and adaptability Excellent communication and organisational skills Commercial acumen and innovation Relevant industry knowledge and experience Commitment to high-quality service Offshore financial services expertise Membership in a relevant Financial Institute Proven leadership and regulatory experience Effective recruitment skills The Reward… Inclusive and diverse work environment Competitive salary & benefits package Continuous learning and development Opportunities across an international network

Join our client’s dynamic team as a Solutions Lead! Based on the Isle of Man and working closely with the MD on the Isle of Man and the Head of Customer Service in Mexico, you'll play a pivotal role in enhancing our customer experience. The successful applicant will streamlining processes, tackle root causes, and collaborate with cross-functional teams to drive continuous improvement. The Role… You will work together with Quality Assurance & Training, Product, Tech, BI, Innovation for process improvement and service quality measurement, and: Identify and interpret customer requirements and implement efficient short- and medium-term solutions Address and resolve issues within the Customer Service team in an effective manner, complying with processes and SLA's Actively manage assigned projects, ensuring that each is delivered on time, within budget. Present proposals for improvement and optimization of communication, processes and flows between Customer Service team and third party areas Create and maintain documentation of the activities and processes of each third party area Deep dive analysis to generate actionable insights to provide a seamless user experience About You… With a relevant degree and proven experience within a similar role, applicants must have: Experience in consulting, operations, customer experience or related area within international banking and/or fintech Proficiency in Excel Knowledge in SQL Experience managing multiple stakeholders Proficient in English & Spanish would be a significant advantage Availability to travel The Reward… You’ll receive a competitive salary and benefits package

Are you an experienced customer service expert with a deep understanding of regulatory compliance and technical administration? We have a permanent position in Castletown available within our client’s team for a dynamic individual to join as a Customer Services Quality and Technical Specialist. The Role… Reporting to the Customer Services Manager, your responsibilities will include: Ensuring new business applications adhere to regulatory requirements and internal guidelines and procedures Providing technical support and addressing detailed portfolio queries from both internal and external clients Conducting training sessions for the team to align product knowledge with customer demand and communicate new procedures effectively Investigating and addressing complaints, including root cause analysis About You… You will need: Proven prior experience in the financial services sector, preferably with a focus on new business operations A qualification such as the ICA Certificate of Advanced Certificate in AML would be advantageous Comprehensive knowledge extends to IOM FSA's AML/CFT Requirements and Guidance for new business, particularly for regulated investment business The Reward… A benefits package including, pension, bonus and more! Castletown based

We have a fantastic opportunity for an experienced individual to join our client as a Senior Client Services Administrator. Reporting to the Customer Services Manager, this role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements. The Role... Core responsibilities including: Reviewing new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures Handling client set up and ongoing servicing on the Customer Relations Management system and, including web support About You... You will need: Proven prior experience within a customer services role within Investments or Life Assurance. The ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed Excellent report-writing and analytical skills The Reward... Competitive salary with a benefits package including, 28 days annual leave, inclusive of Public Holidays, Generous discretionary bonus scheme, On site gym and more! Castletown based office location.

Our client, a leading Life Assurance company, is seeking a Swedish Speaking Administrator to contribute to the delivery of your own and the team’s objectives, ensuring that the organisations strategic goals are reached. The Role... The successful candidate will be responsible for:- Responsible for the accurate and efficient completion of administrative tasks provided to you. This requires excellent, proactive and quality based customer service across a range of service disciplines. To enable this multi-disciplined approach cross-skilling, learning and development are an integral feature of the Client Services philosophy. About you... Requirements for the roles are:- 4 GCSEs Grade C to include Maths and English and/or NVQ Level 1 – or equivalent. Fluent written and verbal in Swedish and English The Reward... A competitive salary and benefits package will be offered to the successful candidate.