Client Service Administrator

  • Job Reference: MF905
  • Date Posted: 3 August 2022
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email: info@mckenziefox.com
  • Telephone: 01624 698900

Job Description

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 jobs@mckenziefox.com or call us on 01624 698900 quoting reference MF905.