Customer Services Administrator – New Business

Application deadline date has been passed for this Job.
Permanent
  • Post Date: June 19, 2024
  • Apply Before: July 26, 2024
Job Description

Our client is currently seeking an Administrator who is already in the Life Assurance sector to join their New Business team who are responsible for onboarding checks and customer due-diligence.

Role Responsibilities

– Reviewing new business applications for quality and regulatory Anti-Money laundering and Counter Terrorism Financing control purposes.

– Ensuring that new business applications have been accepted and processed in line with internal guidelines & procedures.

– Contacting Financial Advisers and Customers to request outstanding information.

Skills & Experience Required

– A minimum of 1 years’ experience in Life Assurance, ideally within new business

– 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

– Good communication and organisational skills

– Good attention to detail skills