Senior Client Services Administrator

2 weeks 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.


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