Senior Customer Service Administrator (Douglas)
Description:

We currently have a permanent position available within our client's Customer Services Team. Working within an International Wealth Platform company.

Reporting to the Customer Services Manager, this role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements and a keen eye for detail.

To ensure that this role is carried out to the desired level, the successful candidate will need the following skills and experience:

• A minimum of 5 years’ experience within a new business role within Investments or Life Assurance

• Strong communication and organisational skills

• Excellent oral and written communication skills

• Excellent report-writing and analytical skills

• Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed.

• Ability to deliver against deadlines

 


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