Client Services Representative

Our client is seeking a Client Services Representative Level 1 to join their Unit Linked Operations team. This full-time role is designed to provide comprehensive administration support to the Client Services team and the broader Operations Department, focusing specifically on servicing needs for clients and financial advisers regarding Unit-Linked plans. Your primary responsibility will be to ensure that administration requests are processed accurately and delivered in accordance with the established Administration Service Level Agreements. Additionally, you will provide general support to the Unit Linked Operations with the client portfolio and assist with reception duties when required.

Job Duties:

• Assist in providing client support to multi-jurisdictional clients.
• Process administration requests accurately and timely.
• Support client servicing by maintaining the highest standards of customer service.
• Communicate effectively with customers, intermediaries, and stakeholders via telephone, email, or video.
• Ensure due diligence and risk assessment requirements are met, obtaining and verifying information as necessary.
• Contribute to project initiatives by participating in system development and testing.
• Maintain operational processes and procedures, ensuring they are reviewed and enhanced as needed.
• Create and manage operational reporting to support the client services function.
• Collaborate with team members to foster an enjoyable and productive working environment.

Job Requirements:

• Excellent written and verbal communication skills are essential.
• Strong attention to detail and proven accuracy in work.
• Good standard of English and Mathematics, with a comfort level in communicating clearly and working effectively with information.
• Ability to manage time effectively and prioritise tasks efficiently.
• Self-starter with the capacity to work independently and manage high volumes of work.
• Positive attitude and enthusiasm for learning new skills, with no previous office or financial services experience required.
• Comfortable using everyday technology and eager to build confidence in workplace systems, including Microsoft Word and Excel.
• Ability to adapt and learn to work effectively within diverse team environments.

What You’ll Love:

In this role, you will enjoy a dynamic work environment where you can develop your skills with comprehensive training and support provided. You'll be part of a forward-thinking team that values collaboration and excellence in customer service, all while promoting professional growth and development opportunities.

Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams, or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.