Customer Services Administrator

Search and Select Recruitment AgencyVia agency

Full TimePermanentNot specifiedAdministration

Posted 15 March 2026Closes 7 April 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Leverage CRM automation for tracking customer interactions
›Use AI tools for AML document verification
›Apply GenAI for drafting client correspondence

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For employers

🔄 Alternatives

💻 TechnologyCRM Workflow Automation

Automate routine application tracking and updates

🤖 AI AgentAML Document Checker

AI tool for verifying compliance documentation

🌍 OutsourcingOffshore Data Entry

Delegate routine data processing tasks externally

⚡ Recommendation

🔀 Hybrid approach

Automate routine tasks; retain staff for regulatory and client-facing duties

Microsoft Copilot & M365

Power Automate

Streamline application processing and compliance workflows

Copilot for Outlook

Draft and personalise customer correspondence

Copilot for Excel

Identify missing information in application spreadsheets

55% Medium riskAI 70%

AI Exposure (AIOE)70%

Customer Service Representatives

O*NET 43-4051.00

Top Skills

Attention to Detail Regulatory Compliance Anti-Money Laundering (AML)

⭐ Growing🇬🇧 Visa eligible↑ 70% Claude Index

Job Description

Our client seeks a Customer Services Administrator to join their New Business department. Key Responsibilities: 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. Key Skills & Experience: A minimum of 1 years' experience in Life Assurance, ideally within new business or AML. Good communication and organisational skills. Good attention to detail. Team player. If you have the required skills please apply online at searchandselect.com quoting reference number: 16331

Automation Risk

Automation probability55%

AI exposure (AIOE)70%

Many tasks in this role are routine or can be augmented by CRM and AI tools, especially in data processing, compliance checks, and correspondence. However, tasks requiring nuanced regulatory judgment, interpersonal coordination, and personalized communication remain less automatable. Overall, the role is moderately exposed to automation and GenAI augmentation, especially for documentation and information management.

Task analysis

Review new business applications for quality and regulatory AML/CTF control purposes.
Ensure new business applications are processed in line with internal guidelines and procedures.
Contact Financial Advisers and Customers to request outstanding information.
Record and update customer interactions and application progress.
Identify missing or incorrect information in submitted applications.
Communicate application decisions and next steps to customers and advisers.
Collaborate with team members to resolve application issues and share updates.
Maintain up-to-date knowledge of internal procedures and regulatory requirements.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible

UK SOC2020: 4112 — Customer Service Occupations

O*NET: 43-4051.00 — Customer Service Representatives

AI analysis: 15 March 2026

UK Salary Benchmark

Office administrative, office support and other business support activities · ONS ASHE 2024 annual earnings

scale £50k

UK sector median

£34,855

UK sector mean

£49,618

£0£13k£25k£38k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

›Leverage CRM automation for tracking customer interactions
›Use AI tools for AML document verification
›Apply GenAI for drafting client correspondence

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

💻 TechnologyCRM Workflow Automation

Automate routine application tracking and updates

🤖 AI AgentAML Document Checker

AI tool for verifying compliance documentation

🌍 OutsourcingOffshore Data Entry

Delegate routine data processing tasks externally

⚡ Recommendation

🔀 Hybrid approach

Automate routine tasks; retain staff for regulatory and client-facing duties

Microsoft Copilot & M365

Power Automate

Streamline application processing and compliance workflows

Copilot for Outlook

Draft and personalise customer correspondence

Copilot for Excel

Identify missing information in application spreadsheets

Key Skills

Attention to DetailAdvancedRegulatory ComplianceIntermediateAnti-Money Laundering (AML)IntermediateAdministration and ManagementIntermediateTeamworkIntermediateClient Relationship ManagementIntermediateActive ListeningIntermediateMicrosoft OfficeIntermediateTime ManagementIntermediateCritical ThinkingIntermediateLife Assurance KnowledgeIntermediate

Knowledge Areas

Customer Relationship ManagementCompliance and Regulatory FrameworksAnti-Money Laundering and Counter-Terrorist FinancingReporting and DocumentationOffice AdministrationFinancial Services IndustryBusiness Ethics and Professional Standards

O*NET Competency Skills

Active ListeningService OrientationSpeakingReading ComprehensionCritical ThinkingComplex Problem SolvingTime ManagementMonitoringNegotiationPersuasionSocial PerceptivenessWriting

Alternative Career Paths

Compliance Analyst80% match

Transition to a role focused on regulatory review and compliance monitoring in financial services.

AML Specialist75% match

Move into anti-money laundering investigation and reporting within financial institutions.

Life Assurance Administrator85% match

Advance to broader administration roles within life assurance operations.

Client Services Manager70% match

Progress to managing client relationships and service teams.

Also Consider

Customer Service Representative Compliance Assistant Financial Services Administrator AML Analyst Life Assurance Administrator Client Relationship Coordinator New Business Processor

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Salesforce softwareMicrosoft AccessOracle DatabaseYardi softwareOracle PeopleSoftSAP softwareMEDITECH softwareMicrosoft Outlook

Work Activities

General work activities from O*NET

Communicating with Supervisors, Peers, or Subordinates
Working with Computers
Communicating with People Outside the Organization
Performing for or Working Directly with the Public
Processing Information
Getting Information
Updating and Using Relevant Knowledge
Organizing, Planning, and Prioritizing Work
Training and Teaching Others
Making Decisions and Solving Problems
Resolving Conflicts and Negotiating with Others
Performing Administrative Activities
Documenting/Recording Information
Coordinating the Work and Activities of Others
Interpreting the Meaning of Information for Others

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

70%

of conversations

Classic Auto. Risk

55%

Frey & Osborne

Job Zone

Census