As a Customer Service Advisor – Operations, you will be responsible for sharing and applying knowledge of processes to Relationship Managers, Clients, Colleagues and Project Teams. You will be responsible for checking colleagues’ work, conducting “4 eyes” checks and reviewing Operations procedures. You’ll ensure annual review dates are adhered to and content and formatting is relevant and up to date with the current protocols.
Our client is one of the world’s largest and most respected financial institutions, with 329 years of success, quality and innovation behind us. They offer careers that provide endless opportunity – helping millions of individuals and businesses thrive, and creating financial and digital solutions that the world now takes for granted.
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognizes and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a career, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs.
They are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We’re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. They also have a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances
What will you be doing?
Ensuring the accuracy and completeness of all client instructions and data they encounter
Ensuring no substantive data integrity issues are found and all due diligence and sanction concerns are to escalated swiftly via the correct channels
Communicating and issuing findings and proposals to colleagues, especially in situations where non-compliance or deviation from Policy is encountered
Ensuring KPI measures are met and evidence contribution to the end to end processing within agreed service levels
Taking responsibility for your work and supporting the team working ethos
Working closely with teams and projects across the Channel Islands and India
What we’re looking for:
• Interpersonal skills with the ability to engage colleagues at differing levels within the organisation
• Some understanding of Operations departments
• Ability to identify and support with process improvements
• Ability to monitor and control risk within the department
Skills that will help you in the role:
• KYC knowledge / understanding
• Excellent communication skills
• Good knowledge of Microsoft Office (especially Word, Excel and PowerPoint)
Where will you be working?
You will be based in one of our two offices situated in the heart of Douglas, Isle of Man, where you are within 5 minutes’ walk of the shops and harbour. Our client holds its values at the forefront of everything they do with a firm emphasis on our colleague population and the community they live in. They are a fast paced, future focused organisation with opportunities for development and mobility across Group