Customer Services Administrator – Servicing Cash

  • Post Date: December 20, 2018
  • Isle of Man
Job Description

As a member of this team, this role requires the successful applicant to deliver superior customer service to future and existing customers and brokers who contact our clients call centre. This role requires excellent written and verbal communication, proven customer service skills and the demonstrated ability to work well within a very busy team environment.

Role Description:
– Reviewing Customer Withdrawal and Surrender requests to ensure they are in line in line with the Isle of Man Financial Services Authority AML Requirements and Guidance.
– Contacting Financial Advisers and Customers to request outstanding information
– Processing Customer payment requests

Skills & Experience Required:
– A minimum of 2 years’ experience within a financial service environment
– Good educational background
– Excellent verbal and written communication skills
– Ability to deliver accuracy and quality performance
– Strong interpersonal skills
– Professional, conscientious approach to work
– Customer focused
– Professional telephone etiquette
– Excellent organisational skills
– Have a ‘can do’ attitude and enjoy dealing with customer queries