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Customer Service Administrator

Job Type: Permanent

Location: Isle of Man

We currently have a permanent position available within the Customer Services Agency & Commissions Team for an Administrator.

The role would suit someone new to the industry and educated to A Level standard.

The main duties for the role holder will include:
• Processing instructions received from intermediaries to amend their agency details; for example – change of contact details, change of ownership, structure or directors and amendments to bank account details.
• Investigating commission and investment adviser fee queries
• Administering new suitable certifier applications
• Dealing with enquiries by email and telephone from the Sales Team and intermediaries
• Setting up online access for Agencies and answering online queries

To ensure that this role is carried out to the desired level, the successful candidate should ideally have the following skills and experience:
• An awareness of the Insurance (Anti-Money Laundering) Regulations 2008 and knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/CFT Requirements and Guidance, would be advantageous
• An awareness of different UK and International payment methods
• Have good organization skills with the ability to communicate effectively both verbally and in writing
• Ability to deliver accuracy and quality performance
• To be able to work independently with minimal supervision within agreed objectives
 

Submit your CV

Interested parties can contact Jon Morley in confidence on 611044 or jon@bespoke.co.im

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