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Job Purpose:
Experienced Customer Services Manager required to join leading Wealth Management business, to lead a fast paced centre of service excellence driving performance and standards across the function.

Key Responsibilities:
Drive continuous improvement and quality standards.
People management and performance improvement across a multi functional team.
Control and mitigation of risk and a strong understanding of risk management practices.
Work with a variety of stakeholders in order to design and deliver strategy.

Skills & Experience:
Management experience gained in a financial services environment, preferably life assurance.
Proven record of identifying and implementing process improvement, previous LEAN experience would be advantageous.
Excellent people management and leadership skills, preferably across multi functional teams.
A good working knowledge of the appropriate regulatory environment including chargeable event reporting requirements would be beneficial.

Hours & Benefits:
Competitive salary & benefits package, structured working pattern, centrally based.

Job Purpose:
A Customer Support Administrator is sought by an international Life Assurance company based in central Douglas. Joining in a permanent capacity, the role holder will deliver a direct service to clients and IFAs by processing telephone calls and email requests within specified servicing times.

Key Responsibilities:
Act as first point of contact for clients, IFAs, and sales branches, answering all queries via telephone, fax, and email.
Produce single premium quotations across all company products.
Input special deal quotes.
Process UK staff and individual policyholder registrations.

Skills & Experience:
Minimum 12 months experience within Financial Services, ideally within Life Assurance.
Good working knowledge of MS Officer products (inc. Word, Excel, and Outlook).
Excellent written and verbal communication skills.
5 GCSEs at grade C or above, including English and Maths.

Hours & Benefits:
Full time business hours, based on a 35 hour working week. Competitive rates of pay and attractive company benefits package.

Job Purpose:
A Customer Services Administrator is required to join the Servicing & Cash Team of a global Life Assurance provider. Joining on a permanent basis, the role holder is expected to deliver superior customer service to future and existing customers and brokers who contact the company call centre.

Key Responsibilities:
Review Customer Withdrawal and Surrender requests to ensure they are in line with current AML Regulations.
Contact financial advisers and customers to request outstanding information.
Process customer payment requests.

Skills & Experience:
Previous experience within a Financial Services environment.
Excellent written and verbal communication skills.
A customer-focused and professional telephone etiquette.

Hours & Benefits:
Full time business hours (35 hour working week); Competitive salary; Full company benefits package.

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