Our client is seeking a dedicated and detail-oriented individual to join their Client Services team. This full-time position plays a critical role in enhancing the client experience while ensuring accurate client records and effective operational processes. The successful candidate will contribute to delivering outstanding service while adhering to relevant internal policies and regulatory requirements. This role is ideal for those passionate about customer service, problem-solving, and continuous improvement. You will be involved in various responsibilities, where your expertise will be critical in maintaining high standards of service excellence. The position offers the opportunity to develop strong client relationships and collaborate across the organisation, ensuring seamless client interactions.
JOB DUTIES:
- Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
- Lead key operational processes, such as commission runs and overdrawn account management.
- Ensure reconciliations within the team are completed and resolved in line with relevant internal policies.
- Maintain and update procedures related to Client Services responsibilities.
- Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
- Conduct user acceptance testing as required.
- Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
- Process outward surrender payments in line with relevant internal policies.
- Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
- Develop a strong understanding of the 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.
- Take on additional responsibilities as required, contributing to various teams and projects within your capabilities.
JOB REQUIREMENTS:
- Minimum of 24 months’ experience in a client services role, preferably within offshore finance.
- 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, thinking outside the box when challenges arise.
- 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.
- Ability to prioritise workloads effectively, balancing client needs with regulatory requirements.
- A results-driven mindset, maintaining focus and efficiency in all tasks.
- Maintain a proactive risk and compliance mindset in all daily responsibilities and decisions.
WHAT YOU’LL LOVE:
In this role, you have the chance to be part of a vibrant team dedicated to client care, where your contributions will be valued and celebrated. You will benefit from comprehensive training and development programmes designed to enhance your career progression within a supportive and positive work atmosphere. Additionally, the opportunity for career advancement and continuous learning will empower you to engage fully with your professional environment and make a significant impact.
Could this be your next move? Submit your CV confidentially to our friendly and dedicated recruitment team by clicking here.
