Customer Services Administrator - 6 month Fixed Term Contract

We are currently looking for a Customer Services Administrator to join our International Wealth Platform team for a fixed-term period of 6 months. Reporting to the Customer Services Team Manager, this role would suit someone with financial services experience, ideally in new business, with an understanding of customer due diligence, new business acceptance and AML requirements.

The purpose of the role is to provide a point of contact for regulatory, technical administration assistance and general relationship management to our brokers and our sales team.

The main duties for the role holder will include:

• Reviewing new business applications for quality and regulatory Anti-Money Laundering and Counter Terrorism Financing control purposes.
• Ensuring that new business applications have been accepted and processed in line with the internal guidelines & procedures.
• Contacting Financial Advisers and Customers to request outstanding information
• Client set up and ongoing servicing on the Customer Relations Management system and the Platform, including web support

To ensure that this role is carried out to the desired level, the successful candidate will need the following skills and experience:

• A minimum of 2 years’ financial services experience ideally in new business
• Ability to effectively manage customer and staff relationships whilst managing expectations and delivering against deadlines
• Good communication skills both oral and written
• Have good organisational skills
• Ability to deliver accuracy and quality performance
• Strong attention to detail

We encourage and welcome applications from people with diverse backgrounds because we embrace diversity and inclusivity within our business.

Closing date for applications will be 14 October 2024.

Salary & benefits

Competitive salary, 24 days holiday + 8 UK Bank Holidays, Eligible for Overtime as and when available, Free Parking, and Free On-Site Gym

Hours

Monday - Friday, 9am - 5pm