An opportunity has arisen for a new team member to join the Customer Services team of an international investment firm. The role would suit a high performing new business/customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.
The purpose of this role is to provide a point of contact for support, technical administration assistance and general relationship management to brokers, sales force and regional offices.
Reporting to the Customer Services Team Manager, the main duties for the role holder will include:
- 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 internal guidelines & procedures.
- Contacting Financial Advisers and customers to request outstanding information.
- Establishing and maintaining strong relationships with brokers, sales and regional offices in order to identify their needs and work out how to best meet their requirements.
To ensure that this roles are carried out to the desired level, the successful candidate will need the following skills and experience:
- A minimum of 5 years' experience within a customer services role within Investments or Life Assurance.
- A good understanding of the Isle of Man Financial Services Authority's (FSA's) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism.
- Excellent communication and organizational skills.
- Excellent report-writing and analytical skills.
- Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed.
- Ability to deliver against deadlines.
- Ability to deliver accuracy and quality performance.
- Strong attention to detail skills.