Client Services Associate

Search-Select LTD; Douglas; On-site; GBP 22,000 - 30,000; Full time

Job summary

Search-Select LTD is seeking a Client Services Associate to join the team in assisting clients and advisors with queries and information. The role involves handling calls and emails, performing KYC reviews, and supporting process improvements while maintaining data integrity and professional stakeholder communication.

The ideal candidate will have 1–2 years in customer service, strong English communication, and proficiency in MS Office; knowledge of KYC/CDD is desirable.

Qualifications

• 1-2 years of experience in customer service or related field.
• Excellent verbal and written English communication skills.
• Willingness to participate in improving current processes.
• Proficient with Microsoft Word, Outlook, SharePoint and Excel.
• Knowledge of KYC/CDD procedures is desirable.

Responsibilities

• Handle queries from clients via telephone or written communication.
• Perform KYC reviews of client files to meet regulatory requirements.
• Contribute to departmental and personal objectives and development plans.
• Be a team player and support the one-team approach in Client Services.
• Take ownership of and resolve queries to a satisfactory conclusion.
• Support updates to procedures within the team and department.
• Complete administrative tasks accurately and efficiently.
• Maintain timely and professional contact with stakeholders.
• Promote a proactive working culture and ensure data integrity.

Skills

Customer service

English communication

Process improvement

MS Office

KYC knowledge

Tools

Word

Outlook

SharePoint

Excel

Job description

Our client seeks a Client Services Associate to join their team.

This Client Services Team is responsible for handling queries, providing detailed information, and resolving issues promptly and professionally. They serve as the primary point of contact for clients and advisors, ensuring that all interactions are courteous, informative, and aligned with service standards. The ideal candidate will be meticulous and highly self-motivated and have proven experience in a related role.

Key Responsibilities:

• Deal with queries from clients, both internally and externally via telephone or written communication.
• Perform KYC reviews of client files ensuring regulatory requirements are met and managing the client transaction from start to finish where necessary or on an ad-hoc basis if required.
• Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and performance development plan.
• Be a team player and contribute to the “one team” approach across all of Client Services.
• Take ownership of and resolve any queries through to a satisfactory conclusion.
• Support ongoing reviews and updating of procedures within the team and department.
• Responsible for the accurate and efficient completion of administrative tasks provided.
• Support the approach of full ownership of customer and adviser queries from receipt until the customer's expectations have been satisfied.
• Timely and professional contact with stakeholders should be maintained at all times.
• Contribute to a proactive working culture.
• Take personal responsibility for data integrity.

Key Skills and Experience:

• 1-2 years of experience in customer service or a related field, ideally within Life Assurance or a similar customer service-based industry.
• Experience in handling external telephone calls and emails with both clients and independent financial advisor.
• Highly self-motivated individual who is willing to participate and actively assist in improving current processes.
• Strong verbal and written communication skills in English.
• Competent in Microsoft applications: Including Word, Outlook, SharePoint and Excel.
• Knowledge of Finscan would be desirable.
• Demonstrate an inquisitive nature and willingness to highlight any concerns, particularly relating to KYC and CDD.

Quote job ref: 16747