Senior Client Services Representative
Job Ref: LF
40268
This is an exciting opportunity to join a busy and collaborative team responsible for delivering high-quality administration and support to financial advisers and clients. The role centres on servicing unit-linked plans while providing assistance across multiple departments and jurisdictions.
Location
Responsibilities
Duties for this role include, but are not limited to:
- Delivering efficient and accurate administration services in line with established service level agreements.
- Handling client communications across phone, email and video channels, managing queries with professionalism and clarity.
- Taking ownership of enquiries and ensuring follow-through to resolution, escalating as required.
- Supporting client due diligence requirements and maintaining up-to-date records within internal systems.
- Assisting the wider team with policy servicing and helpdesk administration, including supporting project work and testing.
- Maintaining operational procedures and contributing to continuous improvement initiatives.
- Collaborating with internal stakeholders to support the delivery of quality client service.
- Participating in risk and audit controls, reporting operational risks and contributing to a strong compliance culture.
- Providing reception cover and administrative support as necessary.
Skills / Qualifications
The ideal candidate will have excellent written and verbal communication skills, a proactive approach, and strong attention to detail. They will demonstrate the ability to prioritise effectively and work independently in a deadline-driven environment. A background in customer service or financial services is preferred, along with familiarity using Microsoft Office products. The role would suit someone who thrives in a team-oriented environment and is confident in handling high volumes of client activity with professionalism.
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.