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Job Purpose:
Spanish speaking Administrator required to join the Customer Service New Business Team at an International Life Assurance Organisation.

Key Responsibilities:
Reviewing new business applications to ensure they are in line with the Isle of Man financial services authority guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism.
Ensuring that new business applications have been accepted in line with the company's internal guidelines.
Contacting Financial Advisers and Customers to request outstanding information in both English and Spanish.
Processing new business applications and translating documentation in Spanish into English.

Skills & Experience:
A minimum of 2 years financial services experience ideally in a new business or compliance role within Life Assurance.
Strong communication in both English and Spanish languages.
Excellent organisational skills and attention to detail.

Hours & Benefits:
Competitive salary and benefits package, Douglas based employer.

Job Purpose:
A Retail Sales Advisor with an enthusiasm and interest in mobile technology, is required to join the team of a leading Telecommunications provider. The role will require the provision of professional advice and support services to customers and previous experience in a retail sales role, is required.

Key Responsibilities:
Demonstrate and sell products and services for mobile and residential technical products.
Able to clearly provide information for customers to make informed decisions.
Process all orders and work within targets set by the company.
Fully competent in the use of computerised systems.

Skills & Experience:
Excellent level of personal presentation; giving a professional impression, as well as providing an efficient sales service to customers.
Previous experience in a Retail sales role, with an understanding of modern retail technology.
Able to demonstrate and sell products and services which comprise the mobile and residential services portfolio.

Hours & Benefits:
37.5 hours a week, Monday to Saturday.

Job Purpose:
Customer Service Administrator required to join leading life assurance organisation.

Key Responsibilities:
Reviewing documentation submitted for alterations to contracts.
Liaising with customers and financial advisors by telephone and in writing.
General servicing on insurance/savings contracts.

Skills & Experience:
2 years previous experience.
A good understanding of the Insurance (Anti-Money Laundering) Regulations, knowledge of the Customer Due Diligence requirements.
Ability to work with minimal supervision.

Hours & Benefits:
Douglas based employer, business hours.

Job Purpose:
An experience Sales Executive is sought by an expanding Douglas-based Payroll & Contractor Services company, on a permanent basis. The successful applicant will be selling company products and services to warm client leads.

Key Responsibilities:
Manage your own workflow, lead pipeline, and priorities.
Manage the aftersales relationship, building ongoing relationships and identifying cross selling/referral opportunities.
Create your own leads to add to those provided, to help exceed targets.
Manage client applications from application through to payment, hand-holding throughout the entire process.
Monitor competition by gathering current marketplace information on products and pricing, recommending changes where necessary.

Skills & Experience:
2 years previous experience within a sales-focused role, with a proven track record in meeting and exceeding sales targets.
Excellent customer service and communication skills with clear experience in sales prospecting, negotiating, and closing.
Knowledge of UK contractor, tax, umbrella and limited company structures would be advantageous.

Hours & Benefits:
Very competitive salary with an company attractive commission structure and company benefits; full time business hours.

Job Purpose:
A Client Services Administrator is sought by an expanding Douglas-based Payroll and Contractor Services organisation, in a permanent capacity. The role holder will be accountable for email and telephone enquiries from a large client base, and undertaking administrative tasks.

Key Responsibilities:
Dealing promptly and efficiently with telephone and email client enquiries.
Following up with contractors directly regarding timesheets.
Maintaining and updating company systems and records with comprehensive notes.
Assisting with various ad-hoc tasks and projects to ensure the smooth running of the Client Services Team.

Skills & Experience:
A previous track record in providing excellent customer service is essential.
Strong IT skills, particularly in MS Office applications.
Minimum of 5 GCSEs at grade C or above, including English and Maths.
Must be a good team player, with an enthusiastic “can-do” attitude.

Hours & Benefits:
Full time hours based on a 37.5 hour working week; competitive salary and company benefits.

Job Purpose:
Customer Service Administrator required to join an established Payroll Solutions Organisation on an initial temporary basis with the potential of progressing to a permanent role.

Key Responsibilities:
To handle enquiries from potential new contractors, advising them on whether using Simplify will be beneficial to them and providing personalised illustrations via our online system .
Working with the Contracts and Compliance Administrator to ensure the speedy return of paperwork from new contractors and generally support the on-boarding process.
Provide customer support for existing contractors over the phone as a first point of contact, and in situations where you are unable to resolve the enquiry during the initial call, take responsibility for ensuring that the enquiry is resolved.
A basic understanding of payroll and tax so as to be able to resolve simple queries on the first contact, and understand when more complex enquiries need to be escalated to a member of the payroll Team.
To keep all contractor files up to date with all changes
To identify potential sales leads and to support the sales team in the sales process
To record all contractor contact information on to internal CRM system and produce all relevant paperwork for applications (i.e. contracts) & keep notes on the CRM system of all additional contractor information.

Skills & Experience:
Previous administrative experience in a client focussed role is highly desirable.
Excellent knowledge and experience in Microsoft Excel is essential.
A minimum of 5 GCSE grades A*- C including Maths and English.

Hours & Benefits:
Competitive salary, full time working pattern, central Douglas based.

Job Purpose:
Client Services Officer required to join International banking organisation on a 12 Month Contract basis, the successful candidates will case manage Group Premier customers and new customers requesting account facilities.

Key Responsibilities:
Providing excellent customer service to complex customer calls by keeping up to date on training and internal communications Generating customer loyalty through case managing, building relationships and strong knowledge of KYC requirements , products and services
Producing high quality KYC reviews to provide approval for account opening.
Case Management of International Group customers or prospective new to Bank customers wanting to open new accounts.
Delivering exceptional service instilling customer confidence, effectively liaising with RM, Global case managers, Customer Value Management, Financial Crime compliance and customer to ensure the customer journey is efficient and seamless.
Offering value added products and services based on customer needs analysis and ensures customer understanding of those products adhering to cross border regulations.
Owning and resolving issues by case managing end to end.

Skills & Experience:
A minimum of 3 years experience in banking with a track record of gaining an understanding of customers' needs and delivering excellent customer service.
An understanding of the regulatory frameworks and compliance requirements associated with financial services, ie KYC /Customer /Enhanced Due Diligence and preferably some experience of working within these areas.
Flexible, customer centric and have the ability to thrive in a team environment seeking feedback and open to development.
Ability to work in a high-volume, fast paced environment.
Experience of planning and prioritising their own time effectively, aware of their responsibilities and committed to delivering these efficiently.

Hours & Benefits:
Business hours with highly competitive salary and benefits.

Job Purpose:
Senior New Business Administrator, within Customer Services team, sought by international Life Assurance company.

Key Responsibilities:
Processing all new business applications in line with internal company guidelines and procedures.
Reviewing new business applications for quality control.
Contacting Financial Advisors and customers for outstanding information.
Providing constructive feedback and support to colleagues in both IoM and other regional offices.

Skills & Experience:
Minimum 3 years experience within a new business role within Life Assurance.
In-depth understanding of customer due diligence, new business acceptance and IoM regulatory requirements.
Strong knowledge of Insurance (AML) Regulations 2008.

Hours & Benefits:
Full time business hours, market rate salary and company benefits.

Job Purpose:
Spanish Speaking Customer Service Administrator required to join leading International Life Assurance Organisation, to provide superior customer service to future and existing customers who contact our call centre.

Key Responsibilities:
Handling incoming and outgoing telephone calls.
Acting as the first point of contact for customers, dealing effectively with requests, answering queries and taking responsibility for processing each enquiry through to a satisfactory conclusion.

Skills & Experience:
A minimum of 12 months experience within a Financial Services company, ideally within Life Assurance.
Call centre experience would be advantageous.
Excellent verbal and written communication in both Spanish and English.

Hours & Benefits:
Business Hours, competitive remuneration package and onsite parking.

Job Purpose:
Customer Service Advisors required within a financial services organisation to act as a first point of contact for customers, Dealers and Brokers, providing exceptional customer service to all customers establishing and meeting their needs.

Key Responsibilities:
Provide administrative support primarily for all areas of the Operations & Customer Services team or as instructed by line management.
Answer the telephone and deal with customers questions or queries in a professional way.
Meet with customers face to face and explain requirements, product and services.
Assist customers to complete application forms or documentation and explain and collate Anti Money Laundering and CDD document requirements.
Production of lending and deposit taking documents to agreed standards.
Accurately document, complete and file create payments for relevant customers and third parties as require.
Log information on calls received and file create payments for relevant customers and third parties as required.

Skills & Experience:
A minimum of 1 years experience within a customer service position, preferably within banking.
Good organisational and communication skills.
Ability to work under pressure.
Good working knowledge of Microsoft Office packages.
Planning and organisational skills.
Interpersonal skills to allow ability to maintain relationships.

Hours & Benefits:
Business hours.
Salary dependent on level of experience.

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