Senior Customer Services Administrator

  • Job Reference: MF981
  • Date Posted: 7 February 2023
  • Recruiter: McKenzie Fox
  • Location: Castletown
  • Salary: On Application
  • Sector: Banking & Financial Services, Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: McKenzie Fox
  • Email:
  • Telephone: 01624 698900

Job Description


We have a fantastic opportunity available for a Senior Customer Service Administrator to join our client’s growing Customer Services Team.

This 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 the role is to provide a point of contact for support, technical administration assistance and general relationship management to brokers and the sales force.


Reviewing new business applications for quality and regulatory AML and CTF control purposes.

Ensuring that new business applications have been accepted and processed in line with internal guidelines and procedures.

Contacting Financial Advisers and customers to request outstanding information.

Client set up and ongoing servicing on the CRM system and the company’s platform, including web support.

Applying incoming funds and processing withdrawals/surrenders.

Data capture and recording management information data.

Establishing and maintaining solid relationships with brokers, sales, and regional offices to identify their needs and determine how the company can best meet their requirements.


Ideally 5 years’ experience within a customer services role within Investments or Life Assurance.

Strong communication and organisational skills.

Excellent report-writing and analytical skills.

Ability to effectively manage customer and staff relationships and promptly respond to queries.

Ability to deliver against deadlines.

Ability to deliver accuracy and quality performance.

Strong attention to detail.

To discuss this role further please email your CV to or call us on 01624 698900 quoting reference MF981.