Client Services Representative

Job Ref: LF 40351
Leapfrog Jobs

Join a supportive client-focused team delivering service excellence to a multi-jurisdictional client base. This entry-level role provides a solid foundation in financial services with full training and development provided. Ideal for candidates seeking a career in client services or operations.

Location

Guernsey, Channel Islands

Duties for this role include, but are not limited to:

  • Assisting clients and financial advisers with queries relating to Unit-Linked plans.
  • Managing inbound queries via phone and email with professionalism and care.
  • Ensuring AML and due diligence requirements are followed.
  • Monitoring outstanding tasks and supporting team workflows.
  • Participating in training and development for operational growth.
  • Supporting cross-team collaboration and client experience initiatives.

Skills / Qualifications

The ideal candidate will have strong interpersonal skills, attention to detail, and proficiency in English, Maths, and Microsoft Office. Previous experience in a customer-focused environment is preferred, but not essential as full training will be provided.

How To Apply

For a full job description or further information on this role please call 711188, or email [email protected].

If you wish to apply for this role, please submit your CV via the Apply Now button below.
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