Client Service Officer

2 weeks ago

Isle of Man, United Kingdom Nedbank Private Wealth Full time

**Client Service Officer**:
We are looking for an enthusiastic, client-focused professional to join our busy team. The role holder will be responsible for the delivery of excellent quality client service, ensuring our service standards are met at all times. In addition, client service excellence is delivered to internal and external clients by following the relevant policies and procedures.

**Who are we?**

Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management and banking services to both business and private clients worldwide.

At Nedbank Private Wealth, we value the 6Cs, which are the behaviours we encourage in all of our employees: Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

**Role specific details**
- Undertake related administration tasks including but not limited to;
- Payment Requests
- Foreign Exchanges
- Stopped/Lost or Stolen Cheques / Chequebooks
- Fixed Term Deposit Instructions - Placement, repayment or breakages.
- New Account Enquiries & Follow Ups
- Visa Queries - Activations / Lost or Stolen / Referrals / Excessive transactions / Disputed transactions / Card cancelations / Damaged replacement orders / Security Callbacks / PIN reminders / New card orders
- Account Disputes - Action upon receipt of notification
- Change of Account Status - (Sole to Joint/Joint to Sole/Deceased) Action upon receipt of notification
- Internet Activations / Queries
- Cheque Encashment
- Issue of Duplicate Valuation or Statement
- Interbank Fraud Queries
- Be responsible for building and maintaining your own portfolio of “Mass Affluent” clients
- Provide business support for the wider Private Banking Team across all jurisdictions
- Maintain regular telephone contact with your portfolio of clients - minimum of twice per year
- Ensure that all client interaction is recorded in the appropriate digital systems i.e. CRM
- Conduct regular Risk Reviews ensuring KYC documentation and client data is up to date and in accordance with bank policy
- Manage security Callbacks in accordance with Bank Policy as required
- Ensure your personal training plan is maintained and up to date at all times
- Escalate all errors and complaints in line with regulatory and bank requirements
- Work closely with the Private Banking Team to ensure consistency of customer service delivery is managed in the absence of a Relationship Manager
- Drive towards the successful completion of annual objectives, within specified timeframes.
- Be available to cover Early/Late Shift as demand may require. Please note that our Client Services team operate a rota structure to cover the late shift.
- Undertake any other tasks as the bank may require from time to time

**Qualifications**

**Technical Skills and Experience**
- A minimum of 4 years’ experience in a financial services environment
- An understanding of applicable banking regulatory framework in IOM or UK

***Behavioural competencies and soft skills**
- Displays resilience when faced with challenges and while under pressure
- Puts a high priority on meeting the needs of all clients
- Acts with a clear sense of ownership and accountability
- Acts with care and consideration and strives for high standards of work
- Consistently shows drive to personal development and takes action to acquire new skills
- Displays a genuine desire to collaborate and assist others
- Shows drive and commitment, and is able to negotiate and influence
- Have a detailed and structured approach to all administrative tasks
- Demonstrates commitment, initiative, adaptability, flexibility and problem solving, in order to cope with the ever-changing demands of the role
- Is able to prioritise and manage personal work flow
- Has excellent verbal and written communication skills

**Life at Nedbank**

We recognise that our people are our most valuable asset; they are at the centre of the company. We recruit individuals who share our dedication, drive and commitment to client service. It is why we are accredited by the Best Companies to Work For as an outstanding company. Supporting our employees is at the heart of what we do, whether it’s through our extensive benefits package or our many social activities and charity fundraisers. Some of our recent events include paddleboarding, cocktail night and our annual rounders evening, to name a few.

We also promote our climate positive workforce through Ecologi, where we fund projects helping fight against climate change, plant trees and reduce our carbon footprint. You can find out more here.

Training and development is of the utmost importance to us we’re continually striving to learn, share our knowledge and improve our expertise. We have a dedicated platform for online learning, live

  • Client Service Officer

    4 weeks ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Client Service Officer**: We have an excellent opportunity for a Client Service Officer to join our Client Service team based within our Isle of Man office. The role holder will be responsible for the delivery of excellent quality client service, ensuring our service standards are met at all times. In addition, client service excellence is delivered to...

  • Client Service Officer

    1 week ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    Client Service Officer:We have an excellent opportunity for a Client Service Officer to join our Client Service team based within our Isle of Man office. The role holder will be responsible for the delivery of excellent quality client service, ensuring our service standards are met at all times. In addition, client service excellence is delivered to internal...

  • Client Review Support Officer

    1 week ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    Client Review Support Officer:We have an excellent opportunity for a Client Review Support Officer to join our Client Review team based within our Isle of Man office. The job holder will draw upon existing banking experience and bring together all aspects of a Client Review (review) and on boarding process. It is anticipated that this will be a busy role...

  • Client Service Associate Financial Services

    4 weeks ago

    Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme are now seeking a Policy Servicing Administrator to effectively deliver a direct service to clients and IFAs by the processing of Servicing requests within specified servicing times. The Policy Servicing Administrator...

  • Client Service Associate Financial Services

    1 month ago

    Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme are now seeking a Policy Servicing Administrator to effectively deliver a direct service to clients and IFAs by the processing of Servicing requests within specified servicing times. The Policy Servicing Administrator...

  • Probation Service Officer

    1 week ago

    Isle of Man, United Kingdom Liquid Personnel Full time

    Liquid Personnel is currently looking for an Experienced Probation Service officer to join our client's team in Isle of Man.Due to the nature of this role, our client requires a probation service officer who has post qualified experience in a similar role.Benefits Probation Service officer role: Hybrid working available Manageable caseloads Excellent...

  • Receptionist/client Services

    3 weeks ago

    Isle Of Man, United Kingdom Strand Vets Full time

    **About us** We care for the pets of the Isle of Man We believe that our island needs to be better provided for when it comes to veterinary care. And that’s exactly what we’re trying to do. We are a family-owned, Manx company. Everything we make we reinvest into raising the standards of our practice. That has meant that we have become the first Isle...

  • Client Executive, Financial Services

    1 week ago

    Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    Our Client is a division of an award-winning Finance Sector group of companies based in Douglas. As the operation continues to grow, they now require an additional Client Services Executive to join the team.As a Customer Services Executive you will be responsible for the management of clients in a fast-paced and growing department.Proactively monitoring...

  • Probation Service Officer

    3 weeks ago

    Isle of Man, United Kingdom Liquid Personnel Full time

    Liquid Personnel is currently looking for an Experienced Probation Service officer to join our client’s team in Isle of Man. Due to the nature of this role, our client requires a probation service officer who has post qualified experience in a similar role. **Benefits **Probation Service officer **role**: - Hybrid working available - Manageable...

  • Senior Client Administrator

    3 weeks ago

    Isle of Man, United Kingdom Shearwater Recruitment Full time

    **Short Description** Our client is looking for an organized and with excellent communication to join their team as Senior Client Administrator. You will lead their efforts in providing exceptional service, building strong client relationships, and ensuring seamless operations. **Job Summary**: As a Senior Client Administrator, your duties will include but...

  • Client Services Executive

    1 month ago

    Douglas, Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    Our Client is a division of an award-winning Finance Sector group of companies based in Douglas. As the operation continues to grow, they now require an additional Client Services Executive to join the team.As a Customer Services Executive you will be responsible for the management of clients in a fast-paced and growing department.Key Responsibilities will...

  • Client Administrator

    4 weeks ago

    Isle of Man, United Kingdom Shearwater Recruitment Full time

    **Short Description** Our client is looking for an experienced and detail oriented Client Administrator to join their team. As Client Administrator, you will work within their Corporate Services Department to service a busy international client portfolio. You will work closely with the small team to provide high quality support to clients through general...

  • Client Administrator

    4 weeks ago

    Isle of Man, United Kingdom Shearwater Recruitment Full time

    **Short Description** Our client is looking for an experienced and detail oriented Client Administrator to join their team. As Client Administrator, you will work within their Corporate Services Department to service a busy international client portfolio. You will work closely with the small team to provide high quality support to clients through general...

  • Administrator - Client Reviews

    3 weeks ago

    Isle of Man, United Kingdom JTC Group Full time

    **Join Team JTC where your contribution will be valued.**: **Purpose of Job**: To undertake periodic risk assessments and reviews to ensure administration is in accordance with JTC policies and procedures, contractual and regulatory obligations: **Main Responsibilities and Duties**: **Review Administration**: - Responsible for reviewing client structures in...

  • Client Administrator

    2 weeks ago

    Isle of Man, United Kingdom Shearwater Recruitment Full time

    **About the Role** As Client Administrator, you will work within their Corporate Services Department to service a busy international client portfolio. You will work closely with the small team to provide high quality support to clients through general administration, payment processing, basic bookkeeping, and compliance-related duties. You will be exposed...

  • Crew Officer

    4 weeks ago

    Isle of Man, United Kingdom Riela Yachts Full time

    CREW OFFICER About Riela The Riela Group provides specialist services to businesses and UHNWI’s in niche areas such as superyacht management, Crew Management and Payroll, Cyber Security, Managed IT and Corporate Services from our offices in the IOM and Fareham, UK. Continued growth across the Riela Group has created exciting new opportunities and we...

  • Existing Business Officer

    4 weeks ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Existing Business Officer**: **Who are we?** Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and...

  • Client Services Associate

    4 weeks ago

    Douglas, Isle of Man, United Kingdom Zurich Insurance Full time

    Location: Douglas, Isle of Man Looking for your next move? 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 career path for you…. Don’t just...

  • Data Officer

    1 week ago

    Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    SUPERVISION OFFICER - EXCITING OPPORTUNITY We are looking for a Supervision Officer to join our team in Douglas! Our client is a leading provider of fiduciary services, fund administration, and investment advice compliance. General administration tasks such as filing, data input, processing documents, attending meetings, and note-taking. Assisting in...

  • Private Banking Officer

    1 week ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    Private Banking Officer:We have an excellent opportunity for a Private Banking Officer based in the Isle of Man office. job holder will be responsible for supporting the Corporate and Private Banking team to manage the requirements of existing and potential corporate and associated private clients. To work as part of a team to ensure the highest standards of...