Job Reference: 34027
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is seeking a Client Services Representative to join their operations team in Guernsey on a full-time, permanent basis. This role is designed to support clients and financial advisers with the servicing of their unit-linked plans, ensuring a professional, timely, and accurate customer experience. Job Duties: Support multi-jurisdictional clients regarding their plans held with the organisation Communicate professionally with clients, intermediaries, and regional offices via telephone, email, or video call Manage client queries and follow up on documentation and transaction requirements Take ownership of client enquiries from initiation to resolution, escalating serious matters where appropriate Adhere to anti-money laundering, due diligence, enhanced measures, and fraud control procedures Prioritise workload and manage outstanding tasks using workflow systems Maintain high customer service standards and keep clients informed throughout Foster strong relationships across the wider operations teams and provide support when needed Participate in operational and client service projects as assigned by the line manager Engage fully with job-specific training and gain understanding of internal procedures and systems Pursue wider operational training opportunities within processing and customer service functions Maintain up-to-date technical knowledge of unit-linked products and participate in ongoing training Attend both internal and external training events to support professional development Work towards and be supported in obtaining relevant professional qualifications Job Requirements: Previous experience in a customer-focused role within the services sector Strong attention to detail and time management skills Customer-focused with a drive for continuous improvement Excellent communication skills, both written and verbal Ability to build strong relationships across all levels and regions Proficiency in English and Maths Intermediate skills in Microsoft Word and Excel Motivated and capable of working effectively as part of a team What You’ll Love:This is a fantastic opportunity to join a vibrant and people-centred organisation committed to delivering exceptional service. You’ll enjoy comprehensive on-the-job training, exposure to a wide variety of operations, and support towards professional qualifications. With strong values built on trust, wisdom, and aspiration, our client fosters a dynamic workplace where your growth and development are encouraged. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here 

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