Our client is seeking a Senior Administrator in Customer Operations to assist the Customer Operations Supervisors in delivering exceptional services to clients and Independent Financial Advisers (IFAs). This full-time role is based on the Isle of Man and involves processing various requests within specified servicing times. The successful candidate will be crucial in maintaining operational standards and ensuring client satisfaction while adhering to legislative compliance. The role requires strong communication skills, a detail-oriented mindset, and the ability to work collaboratively in a team environment. The Senior Administrator will also be responsible for mentoring junior team members, fostering a culture of continuous improvement and personal development. Throughout their tenure, they will have the opportunity to engage with different teams and take ownership of various administrative tasks essential for the department's success.
Job Duties:
- Communicate effectively, both written and verbally, with internal and external stakeholders.
- Handle client inquiries via telephone, fax, and email with professionalism.
- Proactively identify problem areas and propose solutions.
- Ensure adherence to regulatory legislation and compliance requirements.
- Assess and communicate personal training and development needs for self and others.
- Collaborate consistently as a team player and serve as a role model for junior staff.
- Prioritise tasks efficiently to meet deadlines and maintain administrative accuracy.
- Demonstrate a willingness to learn, grow, and achieve personal and team targets.
- Participate in cross-training initiatives to support various teams based on workload.
- Support supervisors in monitoring daily workloads and checking procedures.
- Mentor new team members in their development objectives and provide feedback to supervisors.
- Assist supervisors in reviewing and maintaining departmental procedure notes.
- Investigate, log, resolve complaints while adhering to the complaints procedure.
- Contribute to the development of improved controls and procedures within the department.
- Review team members' work to ensure accuracy and compliance.
- Liaise with technical areas regarding complex issues and update process notes accordingly.
Job Requirements:
- Minimum of 2 years’ experience in Financial Services.
- Proficiency in Microsoft Office Applications (Word, Excel, Outlook).
- Capability to draft basic correspondence and handle customer-facing administration roles.
- Excellent planning and organisational skills.
- Ability to work independently and collaboratively within a team.
- Maintain a high level of accuracy while achieving agreed service standards.
- Work effectively under pressure.
- Strong written and verbal communication skills.
- Commitment to providing outstanding customer service.
- Excellent telephone manner and interpersonal skills.
- Knowledge of the regulatory framework (AML/KYC).
- Ability to meet individual targets with accurate results.
- GCSE (or equivalent) grade C or above in English and Maths.
What You’ll Love:
You will appreciate the opportunity to be part of a dynamic team environment where your contributions directly impact client satisfaction. Our client fosters a culture of learning and development, allowing you to enhance your skills and progress in your career. The supportive atmosphere encourages collaboration, and you will be empowered to make meaningful contributions to operational enhancements. This role offers a chance to engage with various teams while being a part of a reputable organisation that values its staff and their professional growth.
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