Our leading Douglas-based Finance Sector Client is undergoing a time of significant growth and transformation as they complete the integration of a recent corporate acquisition. As the team grows, they now require a Customer Services Administrator within the Customer Services Agency & Commissions Team.

Role Profile

The main responsibilities for the Customer Services Administrator are as follows:

Processing instructions received from intermediaries to amend their agency details; for example - 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 company's sales team and intermediaries Setting up online access for agencies and answering online queries Candidate Profile

The successful Customer Services Administrator will possess the following qualities:

Educated to A-Level standard Awareness of the Insurance (Anti-Money Laundering) Regulations 2008 and knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/CFT Requirements and Guidance Awareness of different UK and International payment methods Good organization skills with the ability to communicate effectively Ability to deliver accuracy and quality performance Ability to work independently with minimal supervision within agreed objectives