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Customer Service Administrator (FTC) (O912108)

Isle of Man

Assurance & Insurance

Salary DOE plus benefits package

Full time / Temporary

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Job description

Overview

Our leading Douglas-based Finance Sector Client is enjoying continuous business and operational growth and require a Customer Service Administrator for a 6-month fixed term contract.

The Customer Service Administrator will provide a point of contact for regulatory, technical administration assistance and general relationship management to brokers and the sales team. Key responsibilities will 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 the internal guidelines & procedures
  • Contacting Financial Advisers and Customers to request outstanding information
  • Client set up and ongoing servicing on the Customer Relations Management system and platform, including web support

The ideal candidate for the role of Customer Service Administrator will have:

  • A minimum of 2 years' financial services experience ideally in new business
  • Ability to effectively manage customer and staff relationships whilst managing expectations and delivering against deadlines
  • Good communication skills, both oral and written
  • Strong organisational skills
  • Ability to deliver accuracy and quality performance
  • Strong attention to detail

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