We’re looking for a Senior Trust Officer to join our client, an international trust and company service provider on a 12 month contract basis. You’ll provide support to the team leader in administering a portfolio of clients whilst adhering to client service standards. You’ll also meet monthly financial objectives and KPIs.
The Role...
The successful applicant will administer a portfolio of more complex/higher value accounts. You will:
Liaise directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence and e-mails without prior approval
Support with matters such as complex or unusual transaction requests, fee issues, service complaints etc.
Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV
About You...
We’re searching for someone who can bring a range of skills and experiences to enhance the team, as such you must have:
Proven experience within the CSP industry
Holds (or studying towards) relevant qualification e.g. STEP
Have basic knowledge of tax compliance issues
Able to work on own initiative and within a team
Excellent communication skills
Our client, an international life assurance company, is seeking a Client Services Associate on permanent basis.
The Role...
The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan
Take ownership of and resolve any queries through to a satisfactory conclusion
Support ongoing reviews and updating of procedures within the team and department
Responsible for the accurate and efficient completion of administrative tasks
Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied
Ensure pended work is reviewed, chased and closed within expected timescale
Timely and professional contact with stakeholders should be maintained at all times
About You...
You will be a self-motivated individual and hold the following skills and experience:
Experience in handling external telephone calls
Be passionate about delivering excellent customer service
Strong verbal and written communication skills in English
Proficient in Microsoft office applications
Japanese, Portuguese, Spanish or Italian language skills would be desirable
The Reward ...
You will receive a permanent contract alongside:
Competitive salary
Company benefits package
Douglas based office location
Our client, an international life assurance company, is seeking a Client Services Associate on a contract basis until June 2024.
The Role...
The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan
Take ownership of and resolve any queries through to a satisfactory conclusion
Support ongoing reviews and updating of procedures within the team and department
Responsible for the accurate and efficient completion of administrative tasks
Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied
Ensure pended work is reviewed, chased and closed within expected timescale
Timely and professional contact with stakeholders should be maintained at all times
About You...
You will be a self-motivated individual and hold the following skills and experience:
Experience in handling external telephone calls
Be passionate about delivering excellent customer service
Strong verbal and written communication skills in English
Proficient in Microsoft office applications
Japanese, Portugues, Spanish or Italian language skills would be desirable
The Reward...
You will receive a fixed term contract until June 2024 alongside:
Our client, an international life assurance company, is seeking a Client Services Associate on permanent basis.
The Role...
The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan
Take ownership of and resolve any queries through to a satisfactory conclusion
Support ongoing reviews and updating of procedures within the team and department
Responsible for the accurate and efficient completion of administrative tasks
Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied
Ensure pended work is reviewed, chased and closed within expected timescale
Timely and professional contact with stakeholders should be maintained at all times
About You...
You will be a self-motivated individual and hold the following skills and experience:
Experience in handling external telephone calls
Be passionate about delivering excellent customer service
Strong verbal and written communication skills in English
Proficient in Microsoft office applications
Japanese, Portuguese, Spanish or Italian language skills would be desirable
The Reward ...
You will receive a permanent contract alongside:
Competitive salary
Company benefits package
Douglas based office location
Our client, an international life assurance company, is seeking a Client Services Associate on a contract basis until June 2024.
The Role...
The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan
Take ownership of and resolve any queries through to a satisfactory conclusion
Support ongoing reviews and updating of procedures within the team and department
Responsible for the accurate and efficient completion of administrative tasks
Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied
Ensure pended work is reviewed, chased and closed within expected timescale
Timely and professional contact with stakeholders should be maintained at all times
About You...
You will be a self-motivated individual and hold the following skills and experience:
Experience in handling external telephone calls
Be passionate about delivering excellent customer service
Strong verbal and written communication skills in English
Proficient in Microsoft office applications
Japanese, Portugues, Spanish or Italian language skills would be desirable
The Reward...
You will receive a fixed term contract until June 2024 alongside:
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