Senior Client Services Administrator | MKF458

  • Job Reference: 00001833-1
  • Date Posted: 13 February 2025
  • Recruiter: McKenzie Fox
  • Location: Isle of Man
  • Salary: On Application
  • Sector: Administration
  • Job Type: Permanent

Job Description

PURPOSE OF ROLE:

  • To support the Operations Manager by overseeing the Client Services team processing new business, servicing and claims related tasks.
  • The role requires an understanding of the needs of clients ensuring compliance with regulatory guidelines
  • To work closely with the Accounts, Compliance and Relationship Management (RM) teams to ensure all tasks are processed accurately and in a timely manner

PRINCIPAL ACCOUNTABILITIES:

  • Develop and provide superior levels of customer support by dealing with client and intermediary queries promptly.
  • In conjunction with the Operations Manager, develop and manage a process to identify and track to completion of all work items received by the Operations team.
  • Provide concise and professional support to professional intermediaries, investment advisors and clients by telephone, email, fax and post.
  • Manage personal workload to ensure that tasks are completed within service standard.
  • Ensure that the business meets all regulatory requirements associated with the activities carried out by the team.
  • Develop, document and maintain departmental procedure as required ensuring periodic reviews are conducted.
  • Manage filing and archiving to ensure that all client correspondence is stored correctly.
  • Provide support for the Client Services team members as and when required.
  • Advise the Operations Manager of any servicing issues or nonstandard requests and work with them to find resolutions.
  • Monitor the quality of the work completed by the client servicing team.
  • Support the Operations Manager with ad hoc tasks/projects as and when required.
  • Assist in the co-ordination of the quarterly operational processes relating to the Operations Team.
  • Provide regular and ad hoc reporting on work volumes, productivity and quality in respect of tasks completed by the department.
  • Record and report any identified risks, data protection or regulatory breaches (including any issue that may impact on Treating Customers Fairly) as and when matters arise.