Showing jobs 1 to 8 of 8.
Our client is seeking a New Business Senior Administrator, to join their friendly team on a permanent full-time basis. You will be responsible for vetting applications, completing account opening processes, and conducting high-risk reviews. You will also need to work closely with other teams, including Business Development and Risk and Compliance, to ensure that all processes meet regulatory requirements. The ideal candidate will have strong organisational and communication skills, as well as experience with Microsoft Office and CRM software. This role offers opportunities for growth and development in a positive and supportive work environment.
Our client is looking for a Client Documentation Services Manager to join their Client Services Support Team, on a permanent full-time basis. The team facilitates all new account opening and document modifications for the Guernsey Booking Centre. Reporting directly to the Head of CDS, you will act as a role model and be responsible for the day-to-day operational management of the CDS team and its staff. With first-rate interpersonal skills you will be passionate about employee and team development with a keen eye for identifying process improvements. Furthermore, the firm expects the Team Manager to take a client-centric approach in everything they do and provide best in class services to ensure a consistent level of excellence. You will liaise with internal stakeholders that support the process to ensure a high level of service and client experience is delivered. The successful individual will have relevant professional experience in the review of client documentation (KYC/AML) as part of the client onboarding/account opening process, working knowledge of FATCA / CRS and proven track record of managing high performing teams in a challenging environment.
Our client is seeking a Senior Administrator within their Onboarding team on a permanent full-time basis. In this role will be responsible for the onboarding of new and existing clients/investors. You will also assist with new business acceptance committee meetings and minutes, due diligence new client take-on, new investor application reviews, risk assessments, research and document recording. The successful candidate will have proven experience in a similar role with a ‘can do’ attitude. Experience within the Fund industry is essential for this role.
Our client is seeking a Senior Customer Services Administrator on a permanent full-time basis. This role would suit an administrator, with an understanding of customer due diligence, withdrawal and surrender processing and regulatory requirements. You will draw on your strong attention to detail, vetting and executing customer requests for payments out whilst ensuring you satisfy all KYC / AML requirements and Fraud prevention measures. The successful candidate will have a minimum of 2 years’ experience in Life Assurance and proven experience of operating efficiently in a Financial Services customer services environment.
Our client is looking for a dynamic Business Control Officer to join their team and act as the first line of policy defense. In this role, you will collaborate with various teams to navigate the impacts of new laws and regulations, manage compliance risks and ensure policies and procedures are up-to-date. You'll oversee regulatory tracking, project manage compliance issues and provide crucial guidance on Client Due Diligence and Risk Assessments. This position requires a strategic thinker with excellent communication, project management skills, and the ability to work effectively across multiple jurisdictions. If you have a comprehensive understanding of regulatory regimes, AML / CFT legislation and a proactive attitude, apply now to help drive the firm’s risk management and compliance initiatives forward!
Our client is seeking a Senior Customer Services Administrator on a permanent full-time basis. This role would suit a high performing customer services expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail skills. The purpose of the role is to also provide point of contact for support, technical administration assistance and general relationship management to brokers, sales force and the regional offices. The successful candidate will have a minimum of 5 years’ experience within a new business role in Investments or Life Assurance and the ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept and expectations are managed.
We are currently looking for a Customer Services Administrator to join our client’s team on a permanent full-time basis. Candidates should have an understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail, a minimum of 1 years’ experience in Life Assurance, ideally within new business and a good understanding of the Isle of Man Financial Services Authority’s (FSA’s) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism.
Our client is seeking a Customer Services Administrator on a temporary full-time basis, for a period of 6 months. This role would suit an administrator, with an understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail. A minimum of 2 years’ financial services experience, ideally within new business and a strong understanding of the Isle of Man Financial Services Authority’s (FSA’s) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism.
Showing jobs 1 to 8 of 8.
