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