Customer Services Administrator

  • Job Reference: MF970
  • Date Posted: 24 January 2023
  • Recruiter: McKenzie Fox
  • Location: Castletown
  • Salary: On Application
  • Sector: Administration, Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: McKenzie Fox
  • Email: jobs@mckenziefox.com
  • Telephone: 01624 698900

Job Description

CUSTOMER SERVICES ADMINISTRATOR | ref.MF970

We have a fantastic opportunity available for an Administrator within our client’s Customer Services Agency & Commissions Team.

This role would suit someone educated to A Level standard who is keen to start a career within financial services.

KEY RESPONSIBILITIES INCLUDE

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 Sales Team and intermediaries.

Setting up online access for Agencies and answering online queries.

SKILLS AND EXPERIENCE

An awareness of AML 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 jobs@mckenziefox.com or call us on 01624 698900 quoting reference MF970.