01 Oct 2019

Associate- Policy Servicing

Ref 32707

A global wealth management organisation is seeking an Associate to join the Policy Servicing team.

Key duties:

  • Review of servicing logs to mitigate potential issues / events
  • Servicing status Regional office and management reporting
  • Reconciliation monitoring and investigation, ensuring premium allocation is conducted promptly as necessary
  • Servicing investigation and resolution / communication
  • Improvement suggestions and support / delivery of change deliverables as required
  • Maintain relationships with all parties and leadership, team building and team self-development awareness
  • Procedure and process mapping creation, updates and monitoring

The desirable candidate will have 3 to 5 years' experience in a customer focussed operational environment within the financial services sector, have experience of directing/mentoring other staff and working in a team environment and ideally have investigations and reconciliations clearance experience an advantage.


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