Senior Customer Services - New Business, Permanent Job, Isle Of Man

Job Purpose:
An experienced senior team member is required to join the Customer Services team of an international wealth management company. The role holder will review New Business applications for quality and regulatory AML & CFT control purposes.

Key Responsibilities:
Ensure that new business applications have been accepted and processed in line with internal guidelines and procedures
Contact IFAs and customers to requests outstanding information
Client set up on Customer Relations Management System and Wealth Platform
Data capture and recording management information data

Skills & Experience:
Previous experience within a New Business role within Investments or Life Assurance is essential
Strong communication and organisational skills
Relationship and stakeholder management skills
Strong knowledge of CDD requirements in line with the IOM Financial Services Authority

Hours & Benefits:
Full time business hours (37.5 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package

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Martin Cowan
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01624 665115
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