Senior Customer Services Administrator, Permanent Job, Isle of Man
Experienced Customer Services Administrator required to join an international wealth management company on a permanent basis. Reporting to the customer services manager, the ideal candidate will have experience within new business/customer service, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.
Provide point of contact for support, technical administration assistance, and general relationship management to company brokers and sales teams
Review new business applications for quality and regulatory anti money laundering and counter terrorism financing control purposes
Ensure that new business applicants have been accepted and processed in line with internal guidelines and procedures
Contact financial advisers and customers to request outstanding information
Skills & Experience:
Proven experience within a new business role in a life assurance or investments environment
Strong communication and organisation skills
Excellent report writing and analytical skills
Ability to manage customer and staff relationships and promptly respond to queries whilst ensuring expectations are managed
Hours & Benefits:
Full time, core business hours (35 hour working week). Salary in line with experience.
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