Senior Customer Services Administrator

  • Job Reference: MF719
  • Date Posted: 17 August 2021
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Administration, Banking & Financial Services, Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email:
  • Telephone: 01624 698900

Job Description


An exciting opportunity has arisen with a leading wealth management company who are seeking a high performing new business / customer service expert to join their Customer Services team.

About the role:

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

Key responsibilities include:

Reviewing new business applications for quality and regulatory AML and CTF control purposes, contacting Financial Advisers and customers to request outstanding information, client set up and ongoing servicing, applying incoming funds and processing withdrawals / surrenders.

Person specification:

The successful candidate will have previous experience in customer services within Investments or Life Assurance, an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements and the ability to manage customer and staff relationships.

To discuss this role further please email your CV to or call us on 01624 698900 quoting reference MF719.