Customer Services Administrator

  • Job Reference: MF963
  • Date Posted: 29 August 2023
  • Recruiter: McKenzie Fox
  • Location: Castletown
  • Salary: On Application
  • Sector: Administration, Banking & Financial Services, Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: McKenzie Fox
  • Email:
  • Telephone: 01624 698900

Job Description


Our client currently has a fantastic opportunity available for a Customer Service Administrator within their Agency & Commissions team.

This role would suit an individual who has recently completed their A Levels and is looking to develop a career within financial services.    


Processing instructions received from intermediaries to amend their agency details - change of contact details, change of ownership, structure or directors and amendments to bank account details.

Investigating commission and investment adviser fee queries.

Administering new suitable certifier applications.

Dealing with enquiries by email and telephone from the Sales team and intermediaries.

Setting up online access for Agencies and answering online queries.


An awareness of Anti-Money Laundering regulations and knowledge of Customer Due Diligence requirements would be advantageous.

An awareness of different UK and International payment methods.

Have good organisation skills with the ability to communicate effectively both verbally and in writing.

To be able to work independently with minimal supervision within agreed objectives.

To discuss this role further please email your CV to or call us on 01624 698900 quoting reference MF963.