Senior Customer Services Administrator - New Business
Isle of Man
Permanent
Our client seeks a Senior Customer Service Administrator to join their New Business Team.
Key Responsibilities:
- Reviewing new business applications for quality and regulatory Anti-Money Laundering and Counter Terrorism Financing control purposes.
- Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures.
- Contacting Financial Advisers and Customers to request outstanding information.
- Reviewing trust and corporate documentation as part of the new business application process.
Key Skills and Experience:
- A minimum of 4 years experience in Life Assurance, ideally within new business or trust and corporate administration
- A strong understanding of the Isle of Man Financial Services Authority's (FSEAs) Guidance Notes on Anti-Money Laundering and Preventing the Financing on Terrorism
- A team member with a strong understanding of customer due diligence
