Our client is seeking a Temporary Senior Administrator to join their Policy Servicing and Transactions team for a 9 months period within the Unit Linked Operations department. This full-time role offers the opportunity to support a range of policy servicing and client transaction activities, ensuring compliance, efficiency, and excellent customer experience. The role is ideal for someone with experience in financial services administration, a strong eye for detail, and a commitment to continuous improvement.
Job Duties:
- Process policy servicing requests including premium changes, holidays, surrenders, switches, and new business queries
- Communicate with clients, intermediaries, and regional teams via email and telephone
- Monitor outstanding tasks and prioritise workload in line with customer service standards
- Contribute to the production and updating of operational training material
- Maintain accurate risk and issue reporting through the appropriate tools
- Review client due diligence as part of servicing events, including video/security calls
- Support ongoing KYC checks and determine risk profiles as part of a four-eye process
- Perform customer due diligence reviews for both individual and corporate clients
- Update and escalate data gaps within customer profiles where necessary
- Assist with internal projects and systems testing as directed by line management
- Stay informed of operational and compliance updates through training and development
Job Requirements:
- Previous experience within the finance industry in an administrative capacity
- GCSEs in English and Maths
- Understanding of AML regulations and customer due diligence processes
- Experience working in a customer service environment
- Strong attention to detail with excellent time management skills
- Results-driven with the ability to prioritise and meet deadlines
- Technically confident, with working knowledge of Microsoft 365 and Adobe
- Strong communication skills and the ability to build effective relationships across regions
- A mindset focused on continuous improvement and operational efficiency
What You’ll Love:
Our client is dedicated to delivering outstanding service within a collaborative and forward-thinking environment. With a strong focus on compliance, customer experience, and professional development, this is an excellent opportunity for someone looking to build their expertise in financial services operations.
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