Contract Senior Customer Services Administrator - 6 months

This position is a 6-month contract available within a dynamic Customer Services Team. The successful candidate will report to the Customer Services Manager and is expected to be a high-performing individual who has a strong understanding of customer due diligence, new business acceptance, and regulatory requirements. Attention to detail is crucial for success in this role. Key responsibilities include reviewing new business applications to ensure compliance with Anti-Money Laundering and Counter Terrorism Financing controls, processing applications in line with internal guidelines, and liaising with Financial Advisers and customers for outstanding information. Additional duties include client setup and ongoing servicing on the Customer Relations Management system, applying incoming funds, processing withdrawals, and managing data capture. The role also involves providing support to the sales team and contributing to corporate projects aimed at automating processes and enhancing the user platform.

Job Duties:

• Review new business applications for quality and regulatory compliance.
• Ensure compliance with internal guidelines for processing new business applications.
• Contact Financial Advisers and customers for outstanding information.
• Manage client setup and ongoing servicing on the Customer Relations Management system.
• Process incoming funds and withdrawals/surrenders.
• Support the sales team and financial advisers with operational procedures.
• Collaborate with other departments on corporate projects.
• Contribute to the continuous development programme to enhance online processes.

Job Requirements:

• Ideally 5 years of experience in a new business or servicing role within Investments or Life Assurance.
• Strong communication and organisational skills.
• Excellent oral and written communication abilities.
• Capability to manage customer and staff relationships.
• Ability to respond promptly to queries, ensuring expectations are managed.
• Proven track record of meeting deadlines with accuracy and quality performance.
• Strong attention to detail.

What You’ll Love:

​​​​​​​This role provides the opportunity to contribute to a collaborative environment where you can enhance your skills in customer service and regulatory compliance. You can expect ample opportunities for professional growth and development, along with a commitment to diversity and inclusivity within the workplace.

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