Our client is dedicated to delivering exceptional client experiences, providing high-quality, efficient, and compliant services to clients and intermediaries. They are currently seeking a dedicated and detail-oriented individual to join their Client Services team on a temporary basis. This role is ideal for someone who is passionate about customer service, problem-solving, and continuous improvement. You will play a vital role in enhancing client experiences, ensuring accuracy in client records, and supporting key operational processes during this 6-month maternity cover.
Job Duties:
- Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
- Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
- Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
- Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
- Process outward surrender payments in line with company policies.
- Develop a strong understanding of our client's 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.
- Exhibit the Group’s core values of Excellence, Integrity, and Innovation in all interactions.
Job Requirements:
- 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.
- 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 but not essential.
What You’ll Love:
You will be part of a vibrant team of innovators dedicated to client satisfaction. With a culture rooted in Innovation, Integrity, and Excellence, you’ll be encouraged to think creatively and push boundaries. The benefits offered include competitive salaries, private health care, life insurance, and flexible working hours to ensure a balanced work-life environment. Your professional growth is a priority, with extensive training and development programmes available. Join a forward-thinking environment that values your unique contributions and supports your career advancement. If you’re ready to make a meaningful impact, we’d love to hear from you!
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
