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Senior Customer Service Administrator (O910622)

Castletown, Isle of Man

Accounting & Finance

Excellent Salary & Benefits Package

Full time / Permanent

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Job description


Our leading Douglas-based Finance Sector Client is undergoing a time of significant growth and transformation as they integrate a recent corporate acquisition. To support these endeavours, they are seeking an experienced Senior Customer Service Administrator to join their team.

This role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.

The purpose of this role is to provide a point of contact for support, technical administration assistance and general relationship management to brokers, sales force and the regional offices.

Role Profile

  • 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
  • Establishing and maintaining strong relationships with brokers, sales and regional offices in order to identify their needs and work out how they can best meet their requirements

Person Profile

  • Proven experience within a customer services role within Investments or Life Assurance
  • 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 is preferred
  • Excellent communication and organizational skills
  • Excellent report-writing and analytical skills
  • Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed
  • Ability to deliver against deadlines
  • Ability to deliver accuracy and quality performance
  • Strong attention to detail skills

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