go.
Get new jobs for this search by email
Client Service Analysts
Experienced Client Service Analysts required to join an International Bank on an initial 6 month temporary contract.

Key Responsibilities:
Delivering an expert, quality-driven service to clients.
Providing a first-class experience for all our customers, demonstrating ownership of all queries and acting as the first point of contact for all their day-to-day banking requirements using various communication methods.
Proactively educating clients on the features and benefits of the international proposition, and managing clients throughout the proposition tiers.
Acting on client prompts to capture data and making changes to accounts in line with agreed procedures across the Service Centre.

Skills and Experience:
Experience of providing excellent customer service either within the financial services industry or a similar customer centric industry.
Adaptability in your approach and attitude..
Confidence in your ability to talk to clients in detail about products, services and channels.
A strong level of computer literacy and proficient keyboard skills.
A minimum of 5 GCSE's including English and Maths at Grade C or above.

Hours & Benefits:
Hours operate on a shift pattern basis between 7am-8pm Monday- Friday, you may also be required to cover certain weekends.
Excellent professional training provided.
Based in Central Douglas.


Job Purpose:
Client Accounts Assistant required to join the accounts department at a leading fiduciary and fund services group.

Key Responsibilities:
Bookkeeping for trust and company clients.
Preparation of trust and company accounts.
Liaising with colleagues and intermediaries to resolve queries.

Skills & Experience:
A minimum of three years' experience in a TCSP accounting environment.
Excellent bookkeeping knowledge and experience.
Desirable to be CAT or AAT qualified or working towards a relevant qualification.

Hours & Benefits:
Market rate salary.
Full time business hours.

Job Purpose:
Swedish speaking Customer Service Advisor required for an international life organisation.

Key Responsibilities:
First point of contact for customers, financial advisers and custodians over the telephone and email and the core part of this role is to help them to resolve their queries.
Build key relationships within the business to enable you to do this, as well as with the customers themselves.
Expected to deliver customer service to the highest standard and provide a personalised and friendly service.

Skills & Experience:
Fluent in Swedish.
Experience in a Customer Service environment from any sector.
Excellent communication and listening skills.

Hours & Benefits:
Monday - Friday, 8.00 to 17.30.
Salary to be discussed.

Job Purpose:
Banking Expert required to join the Servicing Team of an International Bank.

Key Responsibilities:
Supporting customers to obtain necessary documentation when advised of bereavement.
Dealing with referrals and escalations in relation to payments and related processing.
Investigating transactions and supporting fraud prevention.

Skills & Experience:
1-2 years experience within financial services.
Minimum of 5 GCSEs to include English and Mathematics.
Excellent verbal and written communication.
Strong computer literacy skills.

Hours & Benefits:
Business Hours, competitive salary and excellent training provided.

  • Dependent on Experience
Job Purpose:
Essential Banker required to join an international banking organisation to deliver a first class experience to clients.

Key Responsibilities:
Providing a first-class experience for all customers.
Demonstrating ownership of all queries and acting as the first point of contact for customers' day-to-day banking requirements, using various communication methods.
Proactively educating customers on the features and benefits of the international proposition, and managing customers throughout the process.
Acting on customer prompts.

Skills & Experience:
Experience in providing excellent customer service, preferably within the financial services industry however we will also consider applications from other customer centric industries.
Adaptability in your approach and attitude, with the ability to work calmly and constructively under pressure.
A commitment to providing a world-class service and driving our dedication to the client experience, with the ability to build strong and trusted relationships.
An understanding of the importance of meeting and exceeding client expectations.

Hours & Benefits:
Part-time hours (11am-3pm) Monday to Friday. Range of benefits offered, including a competitive salary.

Job Purpose:
Multiple Team Leader opportunities within an International Bank on an in initial contract basis.

Key Responsibilities:
The role holder will be responsible for overseeing a remediation project team.
Ensuring CDD screening I effectively completed on a case by case basis.
Overseeing work flow and allocating responsibilities amongst the team.
Completing tasks in line with set deadlines.

Skills & Experience:
Proven track record as a Team Leader with people management skills.
Previous Financial Services experience preferably within banking-desirable but not essential.
Knowledge and experience working with KYC and CCD requirements.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Market competitive pay rate, structured working pattern- core business hours, based in central Douglas.

Job Purpose:
Temporary Investment Administrator required to join the Settlements team at an established Private Wealth Management Organisation.

Key Responsibilities:
Processing multicurrency dividends and other income payments, processing and reviewing consolidated tax reports.
Applying withholding tax accurately across all income payments.
Update procedures when system updates and changes in regulations and the industry occur.
Ensuring customer queries are dealt with in a professional and effective manner whilst liaising with clients on a regular basis.
Provide support to the Investment Administration Executive and other team members.


Skills & Experience:
A minimum of two years in an investment administration role is essential.
To have a thorough knowledge of investment administration activities, both technical and operational, with the ability to detect possible problems and provide solutions.
Previous experience in a dealing role would be advantageous but not necessary.


Hours & Benefits:
12 Month Fixed Term Contract.
Full time hours.
Market rate salary.

Job Purpose:
Administrator required to join a Wealth Management Organisation on an initial contract basis.

Key Responsibilities:
The role holder will be responsible for the ongoing administration of externally managed accounts, ensuring that the company's records are accurate and up to date.
Arrange payment to, or request money from, external managers as required
Assist with reconciliations and data cleansing activities.
Completion of all processes necessary to ensure the completion of the quarterly EMC valuation process with any set service standard/timetable.

Skills & Experience:
Minimum of 2 years experience within an administrative role preferably Financial Services.
Previous Investments knowledge is highly desirable.
Minimum of 5 GCSE's A*-C.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Market competitive pay rate, structured working pattern- core business hours.

Job Purpose:
Temporary Investment Administrator required to join the Asset Servicing team at an established Private Wealth Management Organisation.

Key Responsibilities:
Processing multicurrency dividends and other income payments.
Applying withholding tax accurately across all income payments.
Preparing consolidated tax reports.
Providing cover for other areas within the department where training has been received and other duties as required.

Skills & Experience:
Educated to A Level or equivalent.
Previous experience in an investment administration role would be advantageous but not necessary.

Hours & Benefits:
12 Month Fixed Term Contract.
Full time hours.
Market rate salary.

Job Purpose:
Trainee Client Administrator required to join a CSP based in the South of the Island to supervise Senior Administrators and undertake day to day administration of a balanced portfolio of Companies, Trusts and Partnerships as well as the maintenance of book-keeping records and minutes.

Key Responsibilities:
Liaise with clients and intermediaries by telephone, writing and face to face.
Conduct annual and interim file reviews to meet with regulatory requirements.
Compile working papers for the preparation of financial accounts.
Assist in client billing and undertaking fee reviews.
Conduct annual and investment reviews.
Work individually and as part of a team assisting colleagues during busy periods and with any project work.

Skills & Experience:
1-2 years' experience in an administration position within financial services.
Client focus, driven to deliver a quality service, spots opportunities for development of client delivery and service.
Ability to work within a regulatory and risk environment, follows procedures, innovative approach to work, spots procedural weaknesses and identifies areas for efficiencies, aptitude for learning, can evidence learning in action.

Hours & Benefits:
Business hours.
Paid study for professional qualifications ICSA or STEP.

Get new jobs for this search by email

Choose Job Type