Client Services Administrator

Job Type: Permanent

Location: Isle of Man

Purpose of Role:

To operate as a member of the Client Services team processing new business, servicing and claims related tasks.
The team member will need to understand the needs of clients and manage these within the regulatory environment.
To work closely with the Accounts, Compliance and Relationship Management (RM) teams to ensure all tasks are processed accurately and in a timely manner.

Principle accountabilities:

• 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
• Processing of 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
• Assist with investment related issues, including dealing, fund pricing and asset reviews as 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
Technical Knowledge and skills:
Practical: Excellent Communication skills (written and verbal)
Excellent Customer Service Skills
Working knowledge of spreadsheets and word processing
Understands the need for clear written procedures and ability to maintain and develop them
Detailed: Knowledge of the International Financial Sector & Life Assurance
Knowledge of the UK Inheritance Tax and Chargeable Events Legislation

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