Customer Services Administrator

Orchard Recruitment Ltd; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A recruitment agency is seeking a Customer Services Administrator to support a large finance sector client in the United Kingdom. The ideal candidate will have at least 1 year of experience in Life Assurance, preferably in new business or Anti-Money Laundering. Responsibilities include reviewing applications, ensuring regulatory compliance, and communicating with Financial Advisers and Customers for necessary information. Strong communication, organizational skills, and attention to detail are essential for success in this role.

Qualifications

• Minimum of 1 year experience in Life Assurance, ideally in new business or AML.

Responsibilities

• Review new business applications for quality and regulatory purposes.
• Ensure acceptance and processing of applications as per internal guidelines.
• Contact Financial Advisers and Customers for outstanding information.
• Review trust and corporate documentation during application process.

Skills

Communication skills

Organisational skills

Attention to detail

Team Player

Job description

Customer Services Administrator – New Business

Our Client, a large Finance Sector firm, is seeking a Customer Services Administrator to join a friendly, well-established team. Reporting to the Team Manager, you will be responsible for:

• 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 internal guidelines and procedures
• Contacting Financial Advisers and Customers to request outstanding information
• Reviewing trust and corporate documentation as part of the new business application process

Ideal Candidate

• A minimum of 1 year experience in Life Assurance, ideally within new business or AML
• Good communication and organisational skills
• Good attention to detail skills
• Team Player