Isle of Man 01624 617577 / Manchester 0161 464 8921 /

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Customer Services Administrator (O912194)

Isle of Man

Assurance & Insurance

Salary DOE plus benefits package

Full time / Permanent

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Job description


Our client is a leading financial services business with a reputation for high performance and staff engagement. They now require an additional Customer Services Administrator to join their New Business Team.

This role would suit an Administrator with an understanding of customer due diligence, new business acceptance and regulatory requirements, with strong attention to detail.

As Customer Services Administrator you will be responsible for:

  • 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

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

  • A minimum of 1 years' experience in Life Assurance, ideally within new business
  • A good understanding of the Isle of Man Financial Services Authority's (FSA's) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism
  • Good communication and organisational skills
  • Good attention to detail skills

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