Our client is seeking a Client Services Representative to join their operations team in Guernsey on a full-time, permanent basis. This role is designed to support clients and financial advisers with the servicing of their unit-linked plans, ensuring a professional, timely, and accurate customer experience.
Job Duties:
- Support multi-jurisdictional clients regarding their plans held with the organisation
- Communicate professionally with clients, intermediaries, and regional offices via telephone, email, or video call
- Manage client queries and follow up on documentation and transaction requirements
- Take ownership of client enquiries from initiation to resolution, escalating serious matters where appropriate
- Adhere to anti-money laundering, due diligence, enhanced measures, and fraud control procedures
- Prioritise workload and manage outstanding tasks using workflow systems
- Maintain high customer service standards and keep clients informed throughout
- Foster strong relationships across the wider operations teams and provide support when needed
- Participate in operational and client service projects as assigned by the line manager
- Engage fully with job-specific training and gain understanding of internal procedures and systems
- Pursue wider operational training opportunities within processing and customer service functions
- Maintain up-to-date technical knowledge of unit-linked products and participate in ongoing training
- Attend both internal and external training events to support professional development
- Work towards and be supported in obtaining relevant professional qualifications
Job Requirements:
- Previous experience in a customer-focused role within the services sector
- Strong attention to detail and time management skills
- Customer-focused with a drive for continuous improvement
- Excellent communication skills, both written and verbal
- Ability to build strong relationships across all levels and regions
- Proficiency in English and Maths
- Intermediate skills in Microsoft Word and Excel
- Motivated and capable of working effectively as part of a team
What You’ll Love:
This is a fantastic opportunity to join a vibrant and people-centred organisation committed to delivering exceptional service. You’ll enjoy comprehensive on-the-job training, exposure to a wide variety of operations, and support towards professional qualifications. With strong values built on trust, wisdom, and aspiration, our client fosters a dynamic workplace where your growth and development are encouraged.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
