Senior Customer Services Administrator
Isle of Man
Contract
Our client seeks a Senior Customer Services Administrator to join their team for a 6-month fixed term contract.
This role would suit a high performing individual, with an understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail.
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.
- Client set up and ongoing servicing on the Customer Relations Management system.
- Applying incoming funds and processing withdrawals/surrenders, data capture and recording management information data.
- Provide support and assistance to the Sales Team and financial advisers on processes and operational procedures.
- Work with other departments in executing corporate projects and plans and contribute to the programme to automate online processes and enhance the platform for users.
Key Skills and Experience:
- Ideally 5 years' experience within a new business/servicing role within Investments or Life Assurance.
- Strong communication and organisational skills.
- Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed.
- Ability to deliver against deadlines.
- Ability to deliver accuracy and quality performance.
- Strong attention to detail.
Your specialist: Mark Burman
Quote job ref: 16568
Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.
