Customer Services New Business Administrator

  • Post Date: May 22, 2019
  • Isle of Man
Job Description

Our client requires an experienced team member to join the Customer Services team of an International Wealth Platform company.

Reporting to the Customer Services Manager, the role will include, on-boarding new clients, customer due diligence, new business acceptance and regulatory requirements and client correspondence.

Duties and responsibilities will include:
– Reviewing new business applications for quality and regulatory – Anti – Money Laundering and Counter Terrorism Financing control purposes.
– Ensuring new business applications have been accepted and processed in line with internal guidelines and procedures
– Contacting Financial Advisers and Customers to request outstanding information
– Client set up on Customer Relations Management system and Wealth Platform
– Data capture and recording management information data

Skills and experience required:
– A minimum of 1 years’ experience within a new business role within Investments or Life Assurance
– Strong communication and organisational skills
– Ability to deliver against deadlines
– Ability to deliver accuracy and quality performance
– Strong attention to detail skills
– Confident with us of Microsoft Office