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Date Added: Thu 08/07/2021

Senior Customer Service Administrator

Isle of Man, UK
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Job Type: Permanent, FullTime

Salary: £22000 - £25000/annum

Overview

Our leading Douglas-based Finance Sector Client is expanding its Operation as they progress an ambitious transformation programme. They are now seeking a Senior Customer Service Administrator to join their Team.

The role would suit a high performing person, with an understanding of Conduct of Business Code, suitable certifier due diligence and regulatory requirements.

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 and the company's sales force.

The main duties of the role holder will include:

* Review new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes

* Ensure that new business applications have been accepted and processed in line with Ardan's internal guidelines & procedures

* Contact Financial Advisers and Customers to request outstanding information

* Client set up and ongoing servicing on the Customer Relations Management (CRM) and the company Platform, including web support

* Apply incoming funds and processing withdrawals / surrenders

* Data capture and recording management information data

* 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

* Work with other departments in executing corporate projects and plans

Person Profile

To ensure that this roles are carried out to the desired level, the successful candidates 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
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