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Relationship Support Officer (O910054)

Douglas, Isle of Man

Assurance & Insurance

£23000 - £28000 per annum

Full time / Permanent

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Job description

Overview

Our leading finance Sector Client are seeking a Relationship Support Officer to work within their Operations department

Role Profile

You will be part of a Customer Service team, which is responsible for all aspects of product administration and relationship management.

Main areas of responsibility:

  • Actively contributing to the successful delivery of the departmental objectives along with your own personal business objectives
  • Administer a varied book of business including Personal Portfolio products
  • Carry out and follow through client and IFA requests to a conclusion
  • Take ownership of, and resolve any queries through to a satisfactory conclusion
  • Ad hoc project work
  • Contribute to a proactive working culture
  • Be part of an innovative culture to problem solving

Person Profile

  • Strong verbal and written communication skills
  • Highly self-motivated, active team member willing to participate in improving process
  • Experience in handling external telephone calls with both clients and independent financial advisors
  • Ability to manage and prioritise own workload in a fast-paced environment
  • Previous experience in handling telephone calls and be passionate about delivering excellent customer service
  • Able to manage and prioritise own workload and make decisions within the remit of their role in a fast-paced environment
  • Previous experience in life assurance or a similar customer service based industry
  • Experience in New Business Environment, Payments out role
  • Demonstrate an inquisitive nature and willingness to highlight any concerns, particularly relating to KYC and CDD
  • Experience with MS Office Suite (Word, Outlook, Excel)
  • Knowledge of MS SharePoint and Finscan

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