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- Tasks: Join a friendly team to review new business applications and ensure compliance.
- Company: A large, reputable firm in the Finance Sector with a supportive work culture.
- Benefits: Enjoy a collaborative environment and opportunities for professional growth.
- Why this job: Make an impact by ensuring quality and compliance in financial services.
- Qualifications: 1+ years in Life Assurance or AML, strong communication, and attention to detail.
- Other info: Ideal for those looking to kickstart their career in finance.
The predicted salary is between 28800 - 43200 £ per year.
Our Client, a large Finance Sector firm, are seeking a Customer Services Administrator (New Business) to join a friendly, well-established team. Reporting to the Team Manager, the Customer Services Administrator 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 & procedures * Contacting Financial Advisers and Customers to request outstanding information * Reviewing trust and corporate documentation as part of the new business application process The ideal candidate for the role of Customer Services Administrator will have: * A minimum of 1 years\’ experience in Life Assurance, ideally within new business or AML * Good communication and organisational skills * Good attention to detail skills * Team Player
Locations
Customer Services Administrator employer: Orchard Recruitment Ltd
Contact Detail:
Orchard Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Services Administrator
✨Tip Number 1
Familiarise yourself with the key regulations surrounding Anti-Money Laundering and Counter Terrorism Financing. Understanding these concepts will not only help you in the role but also demonstrate your commitment to compliance during any discussions.
✨Tip Number 2
Brush up on your communication skills, especially in how to effectively liaise with Financial Advisers and Customers. Practising clear and concise communication can set you apart when discussing your approach to handling inquiries.
✨Tip Number 3
Showcase your attention to detail by preparing examples of how you've successfully managed documentation or processes in previous roles. Being able to articulate these experiences will highlight your suitability for the position.
✨Tip Number 4
Emphasise your ability to work as part of a team. Think of specific instances where you've collaborated with others to achieve a common goal, as this will resonate well with the team-oriented culture of the firm.
We think you need these skills to ace Customer Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and any specific roles related to Life Assurance or Anti-Money Laundering. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Customer Services Administrator position. Mention your experience with new business applications and your attention to detail, as these are crucial for the role.
Showcase Communication Skills: Since the role involves contacting Financial Advisers and Customers, emphasise your communication skills in both your CV and cover letter. Provide examples of how you've effectively communicated in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, as attention to detail is key for this position. A polished application reflects your professionalism.
How to prepare for a job interview at Orchard Recruitment Ltd
✨Know Your AML Basics
Since the role involves Anti-Money Laundering (AML) processes, brush up on your knowledge of AML regulations and practices. Be prepared to discuss how you would ensure compliance in reviewing new business applications.
✨Demonstrate Attention to Detail
Highlight your attention to detail during the interview. You might be asked about specific examples where your meticulousness made a difference in your previous roles, especially in processing applications or documentation.
✨Showcase Your Communication Skills
As you'll be contacting Financial Advisers and Customers, it's crucial to demonstrate strong communication skills. Practice articulating your thoughts clearly and consider how you would handle difficult conversations or requests for information.
✨Emphasise Teamwork
This position requires being a team player, so be ready to share experiences where you successfully collaborated with others. Discuss how you contribute to a positive team environment and support your colleagues.
