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Orchard Recruitment Ltd

Posted

6 days ago

description

Our leading Douglas-based Finance Sector Client is undergoing a time of significant growth and transformation as they integrate a recent corporate acquisition. To support these endeavours, they are seeking a Customer Service Administrator for their team on an initial 6-month fixed term contract (FTC).

As Customer Service Administrator you will be responsible for:

* 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 the internal guidelines & procedures

* Contacting Financial Advisers and Customers to request outstanding information

* Client set up and ongoing servicing on the Customer Relations Management system and the Platform, including web support

The ideal candidate for the Customer Service Administrator role will have:

* A minimum of 2 years' financial services experience ideally in new business

* Ability to effectively manage customer and staff relationships whilst managing expectations and delivering against deadlines

* Good communication skills both oral and written

* Have good organisational skills

* Ability to deliver accuracy and quality performance

* Strong attention to detail

location

Portland, Dorset