Client Services Administrator

Capital International is committed to delivering exceptional client experiences. We take pride in offering high-quality, efficient, and compliant services to our clients and intermediaries. As part of our Client Services team, you will work collaboratively across the business to ensure seamless client interactions while adhering to internal and regulatory requirements.

We are seeking a dedicated and detail-oriented individual to join our Client Services team. This role is ideal for someone passionate about customer service, problem-solving, and continuous improvement. You will be instrumental in enhancing our client experience, ensuring accuracy in client records, and supporting key operational processes.

The role will be varied, covering the provision of customer service excellence to all parties.

• Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
• Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
• Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
• Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
• Process outward surrender payments in line with company policies.
• Develop a strong understanding of Capital International Group's product offerings.
• Provide support to team members as needed, including occasional reception desk coverage.
• Adhere to the company's Anti-Money Laundering (AML) procedures and guidelines at all times.
• Take on additional responsibilities as required, contributing to various teams and projects within your capabilities.

At all times the Group's values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role.

Excellence - We pride ourselves on maintaining high standards, ensuring that every interaction with our clients reflects our commitment to excellence

Integrity - We endeavour to foster an environment where accountability and honesty guide not just our commitments to clients but also our internal operations, enabling us to build lasting trust in all our activities

Innovation - Our technology and practices are constantly evolving to keep our offering ahead of the curve and provide our clients with forward-looking solutions

• Strong attention to detail with a high degree of accuracy.
• Excellent critical thinking and problem-solving skills.
• Strong organisational and time management abilities, with the ability to prioritise workloads and meet deadlines.
• Effective communication skills (both verbal and written) to handle a range of client queries, from routine to complex.
• A proactive and client-focused mindset, demonstrating responsiveness and commitment to exceptional service.
• Ability to work both independently and collaboratively within a dynamic financial services environment.
• A flexible and creative approach to problem-solving, thinking outside the box when challenges arise.
• Proficiency in Microsoft applications and a willingness to learn new systems.
• A commitment to compliance, regulatory best practices, and integrity in all tasks.
• A positive attitude that fosters teamwork, trust, and motivation among colleagues.
• Prior experience in financial services or client service roles is advantageous but not essential.
• Maintain a proactive risk and compliance mindset in all daily responsibilities and decisions.

• Transparent Communication: Embrace open dialogue and transparency. Your voice matters!
• Excellence Commitment: Keep promises, deliver quality work, and take ownership.
• Respectful Collaboration: Value diverse perspectives through constructive discussions.
• Result Recognition: Celebrate success and take pride in your impact.
• Team Synergy: Stand by your decisions, support your team, and take pride in our collective achievements.

Don't just watch what we accomplish, be a fundamental part of our successes, embody our behaviours and apply today!

** It is the policy of Capital International to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, genetic information, or any other basis protected by law. *

Client Services

Job Title

Client Services Administrator

Market Related

City

Douglas

Country

Isle of Man