CLIENT SERVICE ADMINISTRATOR | ref.MF905
We currently have an interesting opportunity available for a Client Service Administrator.
You will assist the client services team with processing new business, servicing and claims related tasks.
As client service administrator you will need to understand the needs of clients and manage these within the regulatory environment.
KEY RESPONSIBILITIES INCLUDE
Develop and provide superior levels of customer support by dealing with client and intermediary queries promptly
Provide concise & professional support to professional intermediaries, investment advisors and clients by telephone, email, fax and post
Work with clients to ensure that business meets the compliance requirements, especially Anti Money Laundering regulations
Advise the Client Services Supervisor of any servicing issues or nonstandard requests and work with them to find resolutions
SKILLS AND EXPERIENCE
The successful candidate will ideally have;
Knowledge of the International Financial Sector & Life Assurance
Knowledge of the UK Inheritance Tax and Chargeable Events Legislation
Working knowledge of spreadsheets and word processing
Knowledge and understanding of internal compliance requirements in particular with respect to Anti Money Laundering
To discuss this role further please email your CV to email@example.com or call us on 01624 698900 quoting reference MF905.