Customer Services Administrator

Job Description

Job Purpose

To effectively deliver a direct service to clients and IFAs by the processing of all requests within specified servicing times.

Duties include:

Strong Written and Verbal communication skills internally and externally

Deal with clients, both internal and external via telephone, fax and email

Identify problem areas and offer various solutions wherever possible

Adhering to regulatory legislation and ensuring compliance requirements are met

Identify and articulate own training and personal development needs

Skills and experience required:

Minimum of 1 years experience in Financial Services.

Reasonable Knowledge of Microsoft Office Applications (Word, Excel, Outlook)

Ability to draft basic letters / fax

Experience within a customer facing administration role

Good understanding of AML / KYC requirements

1 years experience within a Life Assurance company