Our client is seeking a Senior Customer Services Administrator to join their team on a 6-month contract basis. This full-time role is based within the Customer Services Team and will suit a high-performing individual with knowledge of customer due diligence, new business acceptance, and regulatory requirements. The successful candidate will support financial advisers and the sales force by providing administrative assistance and ensuring high service standards.
Job Duties:
- Review new business applications for completeness and compliance with AML and CTF controls
- Ensure applications are processed in line with internal guidelines and regulatory standards
- Liaise with financial advisers and clients to obtain outstanding documentation
- Maintain accurate client records on internal CRM systems and the platform, including providing web support
- Apply incoming funds and process client instructions such as withdrawals and surrenders
- Capture and manage data for internal reporting
- Support the sales team and financial advisers with operational queries
- Collaborate with internal teams to implement corporate projects and platform enhancements
Job Requirements:
- Ideally 5 years’ experience in a new business or servicing role within investments or life assurance
- Strong communication and organisational skills
- Excellent written and verbal communication abilities
- Confident in managing client and internal relationships, with a focus on delivering on commitments
- Ability to work under pressure and meet deadlines
- High level of accuracy and attention to detail
What You’ll Love:
Our client offers a collaborative and progressive working environment where continuous development and innovation are valued. The business is committed to enhancing service delivery through technology while ensuring excellent client support remains at the core of their offering.
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