Customer Services Administrator – Servicing & Cash Team

Job Description

Duties include:
Reviewing Customer Withdrawal and Surrender requests to ensure they are in line in line with the Isle of Man Financial Services Authority AML Requirements and Guidance
Contacting Financial Advisers and customers to request outstanding information
Processing customer payment requests

Skills and experience required:
A minimum of 2 years’ experience within a financial service environment
Good educational background
Excellent verbal and written communication skills
Ability to deliver accuracy and quality performance
Strong interpersonal skills
Professional, conscientious approach to work
Customer focused
Professional telephone etiquette
Excellent organisational skills
Have a ‘can do’ attitude and enjoy dealing with customer queries