Client Services Administrator (O911216)
Douglas, Isle of Man
Assurance & Insurance
Salary DOE plus benefits package
Full time / Permanent
Job description
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