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Overview

Our Client are a leading multijurisdictional Finance Sector organisation with a deep Manx history and a successful track record of growth and success.

As they grow their team they now require a Client Services Manager to join them in the servicing of new business and claims related work.

Role Profile

Duties:

• Develop and provide superior levels of customer support by dealing with client and intermediary queries promptly
• Provide concise & professional support to professional intermediaries, investment advisors and clients by telephone, email, fax and post
  
• Manage your personal workload to ensure that tasks are completed within service standard
  
• Work with clients to ensure that business meets the compliance requirements, especially Anti Money Laundering regulations
  
• Process all tasks in line with existing procedures
  
• Manage filing and archiving to ensure that all client correspondence is stored correctly
  
• Provide support for the Client Services Supervisor and other team members as and when required
  
• Advise the Client Services Supervisor of any servicing issues or nonstandard requests and work with them to find resolutions
  
• Assist with the maintenance of procedures and checklists to ensure continuous improvements to all processes
• Assist the Client Services Supervisor with ad hoc tasks/projects as and when required
• Assist in the co-ordination of the quarterly operational processes relating to the Client Services Team
  

Person Profile

• Knowledge of the International Financial Sector & Life Assurance
• Knowledge of the UK Inheritance Tax and Chargeable Events Legislation
  
• Working knowledge of spreadsheets and word processing
  
• Knowledge and understanding of internal compliance requirements in particular with respect to Anti Money Laundering
  
• Understands the need for strong Intermediary relationships
  
• Excellent Communication skills (written and verbal)
  
• Excellent Customer Service Skills
  
• Willingness to undertake external qualifications examinations if not already qualified, with specific emphasis on Life Assurance / Pensions