Customer Services Administrator – New Business

  • Post Date: March 18, 2024
  • Apply Before: April 29, 2024
Job Description

This fixed term role for a period of 9 months would suit an administrator, with an understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail.

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