Senior Customer Service Administrator job in Douglas, Isle of Man

Apply for Senior Customer Service Administrator job in Douglas, Isle of Man, Isle of Man, United Kingdom. Accounting/Financial/Insurance jobs in Douglas, Isle of Man.

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Job Title: Senior Customer Service Administrator
Job Type: Permanent
Location: Douglas, Isle of Man
Salary: £22000 – £25000/annum Excellent Benefits Package
Company: CV-Library
Category: Accounting/Financial/Insurance
Benefits: Excellent Benefits Package

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Job Description:

CV-Library jobs


A permanent position for a Senior Administrator has arisen within the Customer Services Team in our leading Wealth Management Solutions Client. 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 with strong attention to detail skills.

Role Profile

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

Duties 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 on Customer Relations Management system and the company's Platform

– Data capture and recording management information data

– Provide support and assistance to the sales force and brokers on processes and operational procedures

– Establish and maintain 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

– To work with other departments in executing corporate projects and plans

Person Profile

To ensure that this role is carried out to the desired level, the successful candidate should have the following skills and experience:

* A minimum of 5 years’ experience within a new business 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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