Senior Customer Services Administrator

Our client currently has a permanent position available within the Customer Services New Business department for a Senior Administrator. This role is essential in ensuring the seamless processing of new business applications and maintaining compliance with various regulations. Key responsibilities include reviewing and quality-checking documentation, ensuring that all submissions meet the necessary standards. The successful candidate will contact Financial Advisers and Customers to gather any outstanding information needed for processing applications. With a focus on accuracy and diligence, this position requires a proactive approach to resolving issues and ensuring all procedures are followed. The role is structured for a full-time commitment, allowing the successful candidate to engage deeply with their tasks and contribute significantly to the team's success.

Job Duties:

• Review and quality-check documentation to ensure accuracy, completeness, and compliance with AML/KYC and multi-jurisdictional requirements.
• Ensure that new business applications have been accepted and processed in line with internal guidelines and procedures.
• Contact Financial Advisers and Customers to request any outstanding information.
• Resolve complex cases with strong attention to detail.

Job Requirements:

• A minimum of 4 years’ experience in Life Assurance, ideally within new business or an AML-type role.
• Good communication and organisational skills.
• Strong knowledge of AML, CDD, FATCA, and CRA along with offshore regulatory requirements.
• Excellent attention to detail with the ability to review, quality-check, and resolve complex cases.

What You’ll Love:

Working with our client means joining a dedicated team where your skills in customer service and compliance are essential to the overall success of the organisation. You will enjoy a supportive working environment that values attention to detail and quality processes. This role offers the opportunity to engage with various stakeholders, enhancing your professional experience and broadening your expertise in the financial services sector. The client is committed to employee development, providing a pathway for growth within a thriving department.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here