Client Services Associate

This full-time role involves working as a Client Services Associate within an operations department, focusing on client administration and relationship management. The successful candidate will join a dedicated team based in the Isle of Man and will be responsible for managing a diverse range of inbound queries from clients and advisors, both via telephone and written correspondence.

Key responsibilities include:

• Resolving issues promptly and professionally while maintaining the highest standards of customer service and satisfaction.
• Ensuring effective communication and documentation of client interactions, updating records, and following up on actions in a timely manner.
• Working collaboratively with other departments to address complex issues.
• Promoting personal and professional development through the achievement of departmental objectives and individual performance development plans.

Job Duties:

• Deal with queries from clients, both internally and externally via telephone or written communication.
• Perform KYC reviews of client files, ensuring regulatory requirements are met and managing the client transaction from start to finish where necessary or on an ad-hoc basis if required.
• Actively contribute to the successful delivery of departmental objectives along with personal business objectives and performance development plan.
• Be a team player and contribute to the “one team” approach across all of Client Services.
• Take ownership of and resolve any queries through to a satisfactory conclusion.
• Support ongoing reviews and updating of procedures within the team and department.
• Responsible for the accurate and efficient completion of administrative tasks.
• Support a full ownership approach of customer and adviser queries from receipt until expectations have been satisfied.
• Ensure pended work is reviewed, chased, and closed within expected timescales.
• Maintain a proactive, solutions-based approach to understanding issues and implement actions according to administrative policies and procedures.
• Maintain timely and professional contact with stakeholders at all times.
• Assist in developing, implementing, and sharing best practices.
• Contribute to a proactive working culture.
• Be part of an innovative culture focused on problem-solving.
• Take personal responsibility for data integrity.

Job Requirements:

• Proven experience in client services or a related field.
• Strong communication and interpersonal skills.
• Ability to handle queries and provide support in an efficient and professional manner.
• Familiarity with KYC processes and regulatory requirements.
• Effective organisational skills and attention to detail.
• Team-oriented approach and ability to collaborate with colleagues across departments.
• Proactive mind-set with a focus on problem-solving.

What You’ll Love:

This role offers the chance to play a key part in maintaining and enhancing the jurisdiction's reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.