Customer Services Administrator

  • Post Date: January 8, 2021
  • Isle of Man
Job Description

Role Description:
– Provide Customer Service Excellence to all clients, Companies and third parties
– Complete operational and administrative tasks occurring ad-hoc or regularly. These will include commission runs, standing orders, valuations, closures and many more
– Update and maintain client data records from simple accounts to more complex Trust structures
– Monitor the queue to assist with a variety of client enquiries
– Be actively involved in any team and company projects
– Provide cover to other members of the team and occasionally the reception desk
– Confirm to the company’s AML procedures and guidelines at all times
– Comply with all necessary controls to ensure smooth procedures and eradicate errors
– Prepare and process inward and outward payments
– Strive for continuous improvement
– Maintain and update relevant procedures for the team
– Assist all team members with their relationship management activities, including updating CRM

Skills & Experience Required:
– Strong organisational skills and time management
– Be detail orientated with high accuracy
– General Microsoft Office experience including, CRM, Word, Excel etc.
– Previous investment administration experience
– Ability to plan workloads and work to deadlines
– Integrity in the face of challenge or pressure
– Able to work out of normal hours if required
– Strong IT skills

Phone 01624 615600