Source Recruitment

Senior Client Services Representative

Customer Service / Financial Services

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Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Immediately
Salary
Not specified

The Position

A great opportunity for a candidate with client service experience to join the Guernsey office of this leading life-insurance-based wealth management company.

The Responsibilities

The role holder will work as part of a Client Services Team and the wider Operations Department to provide assistance and administration support to clients and financial advisors primarily in relation to their Unit-Linked plans and servicing requirements as well as ensure that administration requests are processed accurately.

Experience / Qualifications / Education

Ideally candidates will have Customer Services and Operational Experience in a customer focused environment within the Financial Services Sector and experience of working with and or mentoring other staff within a team environment.

Benefits

Highly competitive.

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