Client Services Senior Administrator

Searchandselect; Douglas; On-site; GBP 28,000 - 40,000; Full time

Job summary

Searchandselect is seeking a Client Services Senior Administrator to join the Client Services team in a collaborative, regulated financial services environment. You will ensure accurate client records, support operational processes, and deliver exceptional service to clients, companies, and third parties.

The role emphasizes attention to detail, problem-solving, and the ability to work both independently and within a team, while maintaining compliance with internal procedures and regulatory

Qualifications

• Minimum of 2 years experience in a client services role, preferably within offshore finance.
• Excellent attention to detail with a high degree of accuracy.
• Strong problem-solving and critical thinking skills.
• Good organisational and time management abilities with ability to prioritise workloads.
• Effective verbal and written communication to handle client queries.

Responsibilities

• Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
• Lead key operational processes, such as commission runs and overdrawn account management.
• Ensure reconciliations within the team are completed and resolved in line with company policies.
• Maintain and update procedures related to Client Services responsibilities.
• Ensure compliance with internal procedures, regulatory guidelines, and controls to maintain service excellence.
• Conduct user acceptance testing as required.
• Accurately update and maintain client data records, from simple accounts to complex trust structures.
• Process outward surrender payments in line with policies.
• Support client service initiatives and projects to enhance efficiency and the client journey.
• Develop a strong understanding of the Groups product offerings.
• Provide support to team members, including occasional reception desk coverage.
• Adhere to AML procedures and guidelines at all times.
• Take on additional responsibilities as required, contributing to various teams and projects.

Skills

Attention to detail

Problem solving

Organisational skills

Time management

Communication skills

Proactive mindset

Independent worker

Teamwork

Microsoft Office

Regulatory compliance

AML awareness

Tools

Microsoft Office

Job description

As part of the Client Services team, you will work collaboratively across the business to ensure seamless client interactions while adhering to internal and regulatory requirements. Our clients seeks a dedicated and detail-oriented individual to join their Client Services team. This role is ideal for someone passionate about customer service, problem-solving, and continuous improvement. You will be instrumental in enhancing client experience, ensuring accuracy in client records, and supporting key operational processes.

Key Responsibilities:

• Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
• Lead key operational processes, such as commission runs and overdrawn account management.
• Ensure reconciliations within the team are completed and resolved in line with company policies.
• Maintain and update procedures related to Client Services responsibilities.
• Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
• Conduct user acceptance testing as required.
• Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
• Process outward surrender payments in line with company policies.
• Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
• Develop a strong understanding of the Groups product offerings.
• Provide support to team members as needed, including occasional reception desk coverage.
• Adhere to the company's Anti-Money Laundering (AML) procedures and guidelines at all times.
• Take on additional responsibilities as required, contributing to various teams and projects within your capabilities.

Key Skills and Experience:

• Minimum of 2 years experience in a client services role, preferably within offshore finance.
• Strong attention to detail with a high degree of accuracy.
• Excellent critical thinking and problem-solving skills.
• Strong organisational and time management abilities, with the ability to prioritise workloads and meet deadlines.
• Effective communication skills (both verbal and written) to handle a range of client queries, from routine to complex.
• A proactive and client-focused mindset, demonstrating responsiveness and commitment to exceptional service.
• Ability to work both independently and collaboratively within a dynamic financial services environment.
• A flexible and creative approach to problem-solving, thinking outside the box when challenges arise.
• Proficiency in Microsoft applications and a willingness to learn new systems.
• A commitment to compliance, regulatory best practices, and integrity in all tasks.
• A positive attitude that fosters teamwork, trust, and motivation among colleagues.
• Prior experience in financial services or client service roles is advantageous.
• Ability to prioritize workloads effectively, balancing client needs with regulatory requirements.
• A results-driven mindset, maintaining focus and efficiency in all tasks.
• Maintain a proactive risk and compliance mindset in all daily responsibilities and decisions.

Quote job ref: 16854

Client Services Senior Administrator As part of the Client Services team, you will work collaboratively [...]