Senior Customer Services Administrator

Job Type: Permanent

Location: Isle of Man

We’re looking for an experienced team member to join the Customer Services team of an International Wealth Platform company.  Reporting to the Customer Services Manager, the 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 our brokers and the sales force. 

The main duties for the role holder 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 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 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
• Working with other departments in executing corporate projects and plans

To ensure that this roles are carried out to the desired level, the successful candidate will need the following skills and experience:
• A minimum 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
 

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