Customer Service Executive

Your Role ▪ Provide excellent administration service to all internal departments, intermediaries and clients ▪ Review client documentation and validate completeness and risk assessment ▪ Process new insurance applications and policy services including due diligence checks (ie. name screening, public domain searches, AML/ KYC and remediation to understand customer’s Source of Wealth (SOW) journey and corroboration ▪ Perform data entry of insurance applications and other post sales transactions ▪ Work with custodian banks on account openings and related account matters ▪ Manning Customer Service mailbox and respond to all types of correspondence (e.g. faxes, letters and emails), including compliant correspondence and resolutions ▪ Handle enquires on products and services from all internal departments, intermediaries and clients ▪ Preparation of management reports ▪ Assist in special projects where necessary and any other administrative tasks