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Overview

Our leading FinTech 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 to hire an experienced Senior Customer Services Administrator.

Role Profile

The main 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 company's 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 the company Platform, including web support
• Applying incoming funds and processing withdrawals/surrenders
• Data capture and recording management information data
• Establishing and maintaining strong relationships with brokers, sales and regional offices in order to identify their needs and work out how the company can best meet their requirements

Person Profile

• Aminimum of 5 years' experience within a customer services role within Investments or Life Assurance
• Strong communication and organisational skills
• Excellent oral and written communication 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