Customer Service Advisor required for a commercial banking services organisation to act as a first point of contact for customers, Dealers and Brokers.
The Role...
Provide exceptional customer service to all customers establishing and meeting their needs. To provide administrative support and maintain accurate records.
To provide administrative support primarily for all areas of the Operations & Customer Services team or as instructed by line management
Answer the telephone and deal with customers questions or queries in a professional way
Meet with customers face to face and explain requirements, product and services
Help customers complete application forms or documentation and explain and collate Anti Money Laundering and CDD document requirements
Production of lending and deposit taking documents to agreed standards
Accurately document, complete and file create payments for relevant customers and third parties as required
Log information on calls received and file create payments for relevant customers and third parties as required
To file / scan / save all work as directed, and to accurately maintain all related systems, files and data
Establish and maintain effective working relationships with co-workers and the general public
Assist in covering reception duties as required
About You...
Proven experience in a similar administrative role within financial services, preferably banking, with appropriate skills and knowledge
A minimum of 5 GCSE’s (or equivalent) at Grade C or above, including Maths and English
Good organisational and communication skills
Good working knowledge of Microsoft Office packages
Interpersonal skills to allow ability to build and maintain relationships
High attention to details, producing work to high standards with a professional detailed conscientious approach to work
The Reward...
Competitive salary and benefits package
Are you a dynamic individual seeking a challenging role in a company with global reach? Our client is currently recruiting for the position of Investment Operations Technical Analyst. If you're ready to take on responsibilities that involve first-line compliance monitoring and have a keen eye for detail, this role may be perfect for you.
The Role…
As an Investment Operations Technical Analyst, you'll be at the forefront of our client’s 1st Line Compliance Monitoring Programme. Your primary responsibilities include:
Conducting first-line assurance monitoring, evaluating and reporting results to identify potential risks
Collaborating with project teams to integrate new activities and mitigate impact on business areas
Supporting project work related to FATCA, CRS, and AML CFT submissions
Ensuring data accuracy and integrity through ongoing monitoring, utilising Microsoft CRM as a review and reporting tools
About You…
Are you the perfect fit for this role? To succeed, you'll need:
Working knowledge of FATCA/CRS and IRS reporting requirements
Previous Investment Operations experience within a financial services environment
A strong understanding of AML/KYC requirements
Previous Quality Assurance experience is preferential
The Reward…
In addition to a competitive salary, our client offers
Private health care and life insurance
Flexible working hours
Access to a pension scheme
Volunteering opportunities
Training and development opportunities
Employee product benefits
We’re looking for a Relationship Manager to join our client, based in the south of the island. Your focus will be on understanding client needs, promoting products and services, and generating sales and referrals.
The Role…
As a Relationship Manager, you will be responsible for building and maintaining excellent relationships with our members. Your duties will include:
Find out the needs of members, problem solve and find solutions to their needs
Identify opportunities to generate business, and cross-sell products/services
Keep members informed of new products/services/benefits
Seek feedback and communicate this internally
About You…
To excel in this role, you should have a positive mindset and excellent communication skills, and:
Previous experience in sales or relationship management is essential
Experience with Salesforce is desirable
Customer oriented and problem-solver mindset
The Reward…
In addition to being part of a dynamic team, you will be eligible for comprehensive range of company benefits
Permanent role
Are you a dynamic individual seeking a challenging role in a company with global reach? Our client is currently recruiting for the position of Investment Operations Technical Analyst. If you\'re ready to take on responsibilities that involve first-line compliance monitoring and have a keen eye for detail, this role may be perfect for you.
The Role…
As an Investment Operations Technical Analyst, you\'ll be at the forefront of our client’s 1st Line Compliance Monitoring Programme. Your primary responsibilities include:
Conducting first-line assurance monitoring, evaluating and reporting results to identify potential risks
Collaborating with project teams to integrate new activities and mitigate impact on business areas
Supporting project work related to FATCA, CRS, and AML CFT submissions
Ensuring data accuracy and integrity through ongoing monitoring, utilising Microsoft CRM as a review and reporting tools
About You…
Are you the perfect fit for this role? To succeed, you\'ll need:
Working knowledge of FATCA/CRS and IRS reporting requirements
Previous Investment Operations experience within a financial services environment
A strong understanding of AML/KYC requirements
Previous Quality Assurance experience is preferential
The Reward…
In addition to a competitive salary, our client offers
Private health care and life insurance
Flexible working hours
Access to a pension scheme
Volunteering opportunities
Training and development opportunities
Employee product benefits
We’re looking for a Relationship Manager to join our client, based in the south of the island. Your focus will be on understanding client needs, promoting products and services, and generating sales and referrals.
The Role…
As a Relationship Manager, you will be responsible for building and maintaining excellent relationships with our members. Your duties will include:
Find out the needs of members, problem solve and find solutions to their needs
Identify opportunities to generate business, and cross-sell products/services
Keep members informed of new products/services/benefits
Seek feedback and communicate this internally
About You…
To excel in this role, you should have a positive mindset and excellent communication skills, and:
Previous experience in sales or relationship management is essential
Experience with Salesforce is desirable
Customer oriented and problem-solver mindset
The Reward…
In addition to being part of a dynamic team, you will be eligible for comprehensive range of company benefits
Permanent role
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