As part of the Client Services team, you will work collaboratively across the business to ensure seamless client interactions while adhering to internal and regulatory requirements. Our clients seeks a dedicated and detail-oriented individual to join their Client Services team. This role is ideal for someone passionate about customer service, problem-solving, and continuous improvement. You will be instrumental in enhancing client experience, ensuring accuracy in client records, and supporting key operational processes.
Key Responsibilities:
- Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
- Lead key operational processes, such as commission runs and overdrawn account management.
- Ensure reconciliations within the team are completed and resolved in line with company policies.
- Maintain and update procedures related to Client Services responsibilities.
- Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
- Conduct user acceptance testing as required.
- Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
- Process outward surrender payments in line with company policies.
- Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
- Develop a strong understanding of the Groups product offerings.
- Provide support to team members as needed, including occasional reception desk coverage.
- Adhere to the company's Anti-Money Laundering (AML) procedures and guidelines at all times.
- Take on additional responsibilities as required, contributing to various teams and projects within your capabilities.
Key Skills and Experience:
- Minimum of 2 years experience in a client services role, preferably within offshore finance.
- Strong attention to detail with a high degree of accuracy.
- Excellent critical thinking and problem-solving skills.
- Strong organisational and time management abilities, with the ability to prioritise workloads and meet deadlines.
- Effective communication skills (both verbal and written) to handle a range of client queries, from routine to complex.
- A proactive and client-focused mindset, demonstrating responsiveness and commitment to exceptional service.
- Ability to work both independently and collaboratively within a dynamic financial services environment.
- A flexible and creative approach to problem-solving, thinking outside the box when challenges arise.
- Proficiency in Microsoft applications and a willingness to learn new systems.
- A commitment to compliance, regulatory best practices, and integrity in all tasks.
- A positive attitude that fosters teamwork, trust, and motivation among colleagues.
- Prior experience in financial services or client service roles is advantageous.
- Ability to prioritize workloads effectively, balancing client needs with regulatory requirements.
- A results-driven mindset, maintaining focus and efficiency in all tasks.
- Maintain a proactive risk and compliance mindset in all daily responsibilities and decisions.
Quote job ref: 16854
Client Services Senior Administrator As part of the Client Services team, you will work collaboratively [...]
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Client Services Senior Administrator in Douglas employer: Searchandselect
As an Administrator with our client, you will be part of a dynamic team that values collaboration and professional growth. The company fosters a supportive work culture, offering opportunities for training and development while ensuring a meaningful impact on the community through their services. Located in a vibrant area, employees enjoy a balanced work-life environment and the chance to engage with various stakeholders, making it an excellent place for those seeking rewarding employment.
