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Client Services Administrator (O910607)

Douglas, Isle of Man

Assurance & Insurance

£23,000 - £27,000 per annum

Full time / Permanent

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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.

Role Profile

The core purpose of this role is to:

  • Operate as a member of the Client Services team processing new business, servicing and claims related tasks
  • Understand the needs of clients and manage these within the regulatory environment
  • Work closely with the Accounts, Compliance and Relationship Management (RM) teams to ensure all tasks are processed accurately and in a timely manner

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

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