Careers
At Overseas Trust and Pension, we believe in building a team of talented individuals who share our passion for protecting, preserving and enhancing client wealth.
If you're driven, innovative, and eager to be part of our growing company, explore our current job opportunities and discover why Overseas Trust and Pension is a great place to work.
To learn more about career opportunities, feel free to reach out to us via email at recruitment@trustandpension.com.
Current Vacancies
Customer Service Officer, Client Operations
Location
Guernsey / South AfricaDepartment
Customer ServicesThe role holder will uphold service standards according to the established model, ensure process adherence, collaborate with other departments, oversee timely fee postings, participate in departmental meetings, review work for policy compliance and quality, handle complaints and errors, monitor case progress daily, follow up on outstanding cases, maintain accurate records, assist with case work, contribute to staff training, participate in team meetings, and support workload allocation and other tasks as needed to bolster business operations. This position reports to the Team Leader, Client Operations.
Customer Service Officer, Client Support
Location
Guernsey / South AfricaDepartment
Customer ServicesThe Customer Service Officer, Client Support will support a team to work efficiently and produce a high service level to our clients to maintain and retain their business. The focus will be to follow the processes and procedures to execute client requests and instructions. The role requires high levels of engagement with clients, distribution partners and service providers. The post holder is required to contribute in a positive manner to the team with an aim to achieve overall objectives and deliver an excellent customer experience. As the Customer Service Officer your role is critical in delivering an efficient and effective outcome to our clients, distribution partners and service providers. You will have responsibility to engage and follow up on a variety of client related cases. This position reports to the Team Leader, Client Support.
Knowledge, Experience & Expertise
Our Culture
At Overseas Trust and Pension, we foster a culture of teamwork, integrity, accountability, and growth. Our team is at the heart of our success, and we're committed to providing a supportive and inclusive work environment.
What Our Team Says
Employee Benefits
We value our employees and offer a range of benefits to support their well-being and career growth.
- Competitive Salary
- Health and Wellness Programs
- Professional Development Opportunities
- Flexible Work Hours
- Sports and Social Events