Client Services Associate

Our client seeks a Client Services Associate to join their team. Role Profile: You will be part of a Client Service team based in the Isle of Man. The department is responsible for all aspects of product administration and relationship management. The Client Services Team plays a vital role in managing a diverse range of inbound client and advisor queries, including calls and written correspondence. This team is responsible for handling queries, providing detailed information, and resolving issues promptly and professionally. They serve as the primary point of contact for clients and advisors, ensuring that all interactions are courteous, informative, and aligned with the company's service standards. Additionally, the team meticulously documents all communications, updates client records, and ensures that follow-up actions are taken in a timely manner. The Client Services Team is dedicated to delivering a high standard of customer service and satisfaction. They work closely with other departments to escalate complex issues and ensure that client and advisor needs are met efficiently. KEY RESPONSIBILITIESDeal with queries from clients, both internally and externally via telephone or written communicationPerform 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 requiredActively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and performance development planBe a team player and contribute to the “one team” approach across all of Client ServicesTake ownership of and resolve any queries through to a satisfactory conclusionSupport ongoing reviews and updating of procedures within the team and departmentResponsible for the accurate and efficient completion of administrative tasks providedSupport full ownership of customer and adviser queries from receipt until the customer's expectations have been satisfiedEnsure pended work is reviewed, chased and closed within expected timescaleProactive, solutions-based approach to understanding issues which arise, and able to implement actions according to administrative policies and ProcedureTimely and professional contact...

For a full list of responsibilities and requirements or to apply for this great role, please visit the website at searchandselect.com, quoting the reference number: 16402