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Meeting the Staff

OUR TEMPORARY OPPORTUNITIES

CLIENT SERVICES ASSOCIATE - 6 MONTH FIXED TERM CONTRACT

REF 2038

A leading provider of savings and investment solutions, based in the heart of Douglas, are seeking to recruit a motivated, experienced Client Services Associate

Based within a busy Customer Service team, the duties of the role will include:

  • Dealing with the administration of provided products

  • Taking ownership of customer and advisor queries from receipt to resolution

  • Assisting in developing, implementing and sharing best practices

  • Supporting ongoing reviews and updating procedures

The ideal Candidate will have acquired/be able to demonstrate:

  • Experience in handling external telephone calls with both clients and independent financial advisors

  • Excellent communication and interpersonal skills

  • Highly organised with high standards of accuracy

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