Senior Client Services Administrator

3 months ago

Douglas, United Kingdom Crimson Panda Full time

We are delighted to be partnering with Utmost International, who currently has an exciting opportunity to join their team

**Location: Isle of Man**

**About Utmost International**

Utmost International Isle of Man is part of Utmost International, a core business of the Utmost Group. Utmost International is a leading international provider of insurance-based wealth solutions that help to preserve our clients’ wealth and safeguard it for future generations.

We are a vibrant business that has grown significantly in recent years to become the leading global provider of insurance-based wealth solutions by assets under administration. With a Fitch ‘A’ (Strong) Insurer Financial Strength rating, the only business in our market to hold such a rating, we are here for the long haul, helping our clients achieve their medium and longer-term financial goals. Operating across global markets including the UK, Europe, Latin America, Asia and the Middle East we offer a wealth of opportunity.

We are currently looking for a **Swedish Speaking **Senior Client Services Administrator to join our team on the Isle of Man. In this role, you will assist the Policy Servicing Supervisor with the operations of the Policy Servicing Department to effectively deliver a direct service to clients and IFAs by the processing of all requests within specified servicing times. You will act as role model to the team, assist your supervisor in monitoring the workload throughout the day, and ensure that all team members have received the appropriate training for their role. You will mentor and develop all levels of new members to the team, to assist them in identifying and working towards achieving their personal development areas, and provide feedback to your supervisor to be used in annual reviews.

**Key Responsibilities**
- Actively identify problem areas and offer various solutions wherever possible
- Adhere to regulatory legislation and ensure compliance
- requirements are met
- Identify and articulate own training and personal development needs, and those of others
- Prioritise work and ensure deadlines are achieved with a strong attention to detail, and administrative accuracy
- Willingness to learn, achieve and progress. Willingness to cross train and be flexible in approach to assisting other teams within customer service as and when required based on work volume
- Assist the Supervisor in the daily checking using the checking matrix, and ensuring that all departmental procedure notes are reviewed and maintained on a timely basis
- Identify, log, investigate, resolve and reply to complaints / VOD’s that are received (ensuring the complaints procedure is followed correctly)
- Where appropriate become involved in the development of improved controls and procedures within the department
- Ability to liaise with technical areas in relation to more complex issues together with skills to update process notes accordingly and share information with the team.

**Key Skills**
- Fluent in Swedish
- Minimum of 2 years’ experience in Financial Services
- Detailed knowledge of Microsoft Office Applications (Word, Excel, Outlook)
- Ability to compose good standard of ad hoc letters/fax
- Considerable experience within a customer facing administration role
- Knowledge of the regulatory framework (AML/KYC)
- Excellent planning and organisational skills
- Ability to work within a team or on own initiative.
- Can maintain high level of accuracy and still work within agreed service standards
- Ability to work under pressure and be a good team player
- Excellent communication skills (written & verbal)
- Commitment to providing outstanding customer service
- Excellent telephone manner
- Ability to meet individual targets and goals with accurate results
- GCSE (or equivalent) grade C or above English and Maths

Interested? We'd love to hear from you.

  • Senior Administrator

    2 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our Fund Services team at Orchard Recruitment Ltd. The successful candidate will be responsible for providing administrative support to the team and ensuring the smooth operation of our corporate and fiduciary services.Key ResponsibilitiesNegotiating Borrowing...

  • Senior Administrator

    2 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our Fund Services team at Orchard Recruitment Ltd. The successful candidate will be responsible for providing administrative support to the team and ensuring the smooth operation of our corporate and fiduciary services.Key ResponsibilitiesNegotiating Borrowing...

  • Client Services Administrator

    3 months ago

    Douglas, United Kingdom Crimson Panda Full time

    We are delighted to be partnering with Utmost International, who currently has an exciting opportunity to join their team! **Location: Isle of Man** **About Utmost International** Utmost International Isle of Man is part of Utmost International, a core business of the Utmost Group. Utmost International is a leading international provider of...

  • Senior Client Administrator

    4 months ago

    Douglas, United Kingdom Ability Plus Full time

    Our client is a well-respected company who are looking for a proactive Senior Administrator to successfully manage their own portfolio, building and maintaining strong client relationships. To be considered for this role, you will have worked in a similar role within a TCSP environment, be STEP qualified or working towards a relevant qualification. A salary...

  • Senior Administrator

    6 months ago

    Douglas, United Kingdom IQ-EQ Full time

    **Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description** Responsibilities** - Perform a wide variety of Trust administration tasks accurately and...

  • Senior Administrator

    5 months ago

    Douglas, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks accurately...

  • Client Services Administrator

    3 months ago

    Douglas, United Kingdom Zurich Insurance Full time

    **Location: Douglas, Isle of Man** Are you driven by a sense of restless determination, ready to tackle challenges head-on? Do you possess the remarkable ability to turn obstacles into innovative solutions? Most importantly, does the idea of collaborating in a fast-paced, dynamic environment while delivering tangible results excite you? If your response...

  • Senior Administrator

    4 days ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    {"title": "Senior Administrator", "company": "Orchard Recruitment Ltd", "description": "Job SummaryWe are seeking a highly skilled Senior Administrator to join our Fund Services team. The successful candidate will be responsible for providing administrative support to the team, ensuring the smooth operation of our fund services.Key ResponsibilitiesProvide...

  • Senior Administrator

    4 days ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    {"title": "Senior Administrator", "company": "Orchard Recruitment Ltd", "description": "Job SummaryWe are seeking a highly skilled Senior Administrator to join our Fund Services team. The successful candidate will be responsible for providing administrative support to the team, ensuring the smooth operation of our fund services.Key ResponsibilitiesProvide...

  • Senior Administrator

    3 months ago

    Douglas, United Kingdom IQ-EQ Full time

    **Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. As a Senior Administrator, you will play a pivotal role in providing seamless support to our discerning...

  • Senior Business Administrator

    2 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our Client Services team at Orchard Recruitment Ltd. As a Senior Administrator, you will play a key role in supporting the Associate Director of Client Services and will be responsible for promoting the highest standards of client relationship management.Key...

  • Senior Business Administrator

    2 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our Client Services team at Orchard Recruitment Ltd. As a Senior Administrator, you will play a key role in supporting the Associate Director of Client Services and will be responsible for promoting the highest standards of client relationship management.Key...

  • Senior Administrator

    2 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    Senior Administrator RoleWe are seeking a highly skilled Senior Administrator to join our Regular Premiums and Legacy Team. As a key member of the team, you will play a crucial role in delivering exceptional customer service and contributing to the team's objectives.Key Responsibilities:Accurately and efficiently complete standard and complex administrative...

  • Senior Administrator

    2 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    Senior Administrator RoleWe are seeking a highly skilled Senior Administrator to join our Regular Premiums and Legacy Team. As a key member of the team, you will play a crucial role in delivering exceptional customer service and contributing to the team's objectives.Key Responsibilities:Accurately and efficiently complete standard and complex administrative...

  • Senior Administrator

    4 days ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    Senior Administrator RoleOur esteemed client, a leading Financial Services Sector company, is embarking on a high-growth trajectory, coupled with an ambitious transformation program. They are seeking a Senior Administrator to join the Regular Premiums and Legacy Team.In this role, you will contribute to the delivery of your own and the team's objectives,...

  • Senior Administrator

    4 days ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    Senior Administrator RoleOur esteemed client, a leading Financial Services Sector company, is embarking on a high-growth trajectory, coupled with an ambitious transformation program. They are seeking a Senior Administrator to join the Regular Premiums and Legacy Team.In this role, you will contribute to the delivery of your own and the team's objectives,...

  • Client Services Administrator

    3 months ago

    Douglas, United Kingdom Zurich Insurance Full time

    **Location: Douglas, Isle of Man** Are you restless, revved up and ready to get things done? Have you got the power to transform problems into first class solutions? Most importantly, do you love working with people, thrive in a fast paced, collaborative environment and are driven by results? If the answer is yes, then Customer Services may be a great...

  • Senior Administrator

    2 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    {"title": "Senior Administrator", "company": "Orchard Recruitment Ltd", "description": "Job SummaryWe are seeking a highly skilled Senior Administrator to join our Fund Services team. The ideal candidate will have a minimum of 5 years of experience in funds administration and a strong understanding of corporate governance principles.Key...

  • Senior Administrator

    1 week ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    {"title": "Senior Administrator", "company": "Orchard Recruitment Ltd", "description": "Job SummaryWe are seeking a highly skilled Senior Administrator to join our Fund Services team. The ideal candidate will have a minimum of 5 years of experience in funds administration and a strong understanding of corporate governance principles.Key...

  • Senior Administrator

    3 weeks ago

    Douglas, United Kingdom Orchard Recruitment Ltd Full time

    Our leading Financial Services Sector Client is a prominent player in the industry, with a strong presence in the market. As a Senior Administrator, you will be an integral part of the Regular Premiums and Legacy Team, contributing to the delivery of your own and the team's objectives.In this role, you will be responsible for ensuring that the organisation's...