Senior Customer Services Administrator

  • Post Date: March 17, 2021
  • Isle of Man
Job Description

Reporting to the Customer Services Manager the purpose of the role is to provide a point of contact for support, technical administration assistance and general relationship management to brokers and the sales force.

Duties and Responsibilities include:
– 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;
– Providing support and assistance to the sales force and brokers on processes and operational procedures;
– Establishing and maintaining strong relationships with brokers, sales and regional offices;
– Working with other departments in executing corporate projects and plans

Skills and Experience Required:
– 5 years’ experience within a new business role within Investments or Life Assurance;
– Strong written, communication and organisational skills;
– Excellent report writing and analytical skills;
– Ability to deliver accuracy and quality performance;
– Strong attention to detail

Phone 01624 615600