Senior Customer Services Administrator
Isle of Man
Permanent
Our client seeks a Senior Customer Services Administrator to join their New Business Department.
Key Responsibilities:
- Review and quality-check documentation to ensure accuracy, completeness, and compliance with AML/KYC and multi-jurisdictional requirements.
- 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.
Key Skills & Experience:
- A minimum of 4 years' experience in Life Assurance, ideally within new business or an AML type role.
- Good communication and organisational skills.
- Strong knowledge of AML, CDD, FATCA & CRA along with offshore regulatory requirements.
- Excellent attention to detail with the ability to review, quality-check, and resolve complex cases.
