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Client Services Representative

Guernsey

Full Time
Permanent
Agency Listing
Finance
Pensions

Join a dynamic operations team providing high-quality support to clients and financial advisers with their unit-linked plans.

Key responsibilities:

⭐ Assist clients via phone, email and video on servicing queries

⭐ Monitor tasks, resolve issues and ensure strong client experience

⭐ Adhere to AML and compliance requirements

Requirements:

⭐ Experience in a customer-focused role

⭐ Strong communication, organisation and MS Office skills

⭐ Team player with a proactive, detail-oriented mindset

Why join?

⭐ Supportive team and training provided

⭐ Career development and professional qualifications supported

⭐ Work with international clients in a collaborative environment

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