Client Services Administrator Job in Douglas, Isle of Man

Client Services Administrator Job in Douglas, Isle of Man. Apply for the latest Douglas, Isle of Man jobs in Accounting/Financial/Insurance.

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Client Services Administrator Job in Douglas, Isle of Man

Job Description
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
Client Services Administrator
Job Type: Permanent, Full Time
Location: Douglas, Isle of Man
Category: Accounting/Financial/Insurance
City: Douglas, Isle of Man
County: Isle of Man
Country: United Kingdom
Salary: £24000 – £28000/annum
Benefits:

Client Services Administrator Job in Douglas, Isle of Man

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