Manx Technology GroupSmart Island
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⚠️This listing may be a repost of an earlier vacancy by the same employer (75% title similarity).

Senior Customer Services Administrator

Full TimePermanentNot specifiedAdministration
Posted 15 March 2026Closes 7 April 2026

Job Description

Our client seeks a Senior Customer Services Administrator to join their New Business Department. Key Responsibilities: Review and quality-check documentation to ensure accuracy, completeness, and compliance with AML/KYC and multi-jurisdictional requirements. Ensuring that new business applications have been accepted and processed in line with internal guidelines and procedures. Contacting Financial Advisers and Customers to request outstanding information. Key Skills & Experience: A minimum of 4 years' experience in Life Assurance, ideally within new business or an AML type role. Good communication and organisational skills. Strong knowledge of AML, CDD, FATCA & CRA along with offshore regulatory requirements. Excellent attention to detail with the ability to review, quality-check, and resolve complex cases. If you have the required skills please apply online at searchandselect.com quoting reference number: 16332

Automation Risk

Automation probabilityi48%
AI exposure (AIOE)i68%

This role includes a mix of routine (record-keeping, workflow management) and augmented (document review, customer communication) tasks, with some human-centric responsibilities (complex case resolution, mentoring). While many administrative and compliance processes are increasingly automated or AI-augmented, judgment, regulatory interpretation, and interpersonal tasks remain less susceptible to full automation.

Task analysis

  • Review and quality-check new business documentation for accuracy, completeness, and compliance with AML/KYC requirements.
  • Ensure new business applications are processed in line with internal guidelines and procedures.
  • Contact Financial Advisers and Customers to request outstanding information or clarify application details.
  • Resolve complex or escalated cases requiring judgment and interpretation of regulatory requirements.
  • Maintain accurate records of customer interactions, application statuses, and compliance checks.
  • Monitor and follow up on outstanding documentation to ensure timely completion of new business cases.
  • Provide guidance and support to junior team members regarding AML/KYC processes and documentation standards.
  • Liaise with compliance and risk teams to resolve regulatory queries related to new business applications.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 4112Customer 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 AI tools for rapid document quality-checks
  • Use chatbots to streamline customer information requests
  • Automate routine record-keeping for compliance tracking

📈 Disruption outlook

12%1 yr
32%5 yrs
55%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

🤖 AI AgentDocument AI

Automate compliance and quality-checks on business documents

💻 TechnologyCRM Automation

Streamline customer interactions and record maintenance

🌍 OutsourcingSpecialist AML Service

Handle routine AML/KYC checks externally

Recommendation

Augment role

AI can automate routine tasks; human judgment needed for complex cases

Microsoft Copilot & M365

Power Automate

Automate document tracking and compliance workflows

Copilot for Word

Assist with document review and quality-checks

Microsoft Teams

Enhance collaboration with compliance and risk teams

Key Skills

Attention to DetailExpertRegulatory ComplianceAdvancedAnti-Money Laundering (AML)AdvancedKnow Your Customer (KYC)AdvancedDue DiligenceAdvancedClient Relationship ManagementIntermediateAdministration and ManagementIntermediateCritical ThinkingIntermediateReport WritingIntermediateMicrosoft OfficeIntermediateLife Assurance AdministrationAdvanced

Knowledge Areas

Anti-Money Laundering and Counter-Terrorist FinancingRegulatory ComplianceClient Service and Relationship ManagementFinancial Services IndustryReporting and DocumentationConfidentiality and Data ProtectionBusiness Administration

O*NET Competency Skills

Active ListeningService OrientationSpeakingReading ComprehensionCritical ThinkingComplex Problem SolvingTime ManagementMonitoringNegotiationPersuasionSocial PerceptivenessWriting

Alternative Career Paths

Compliance Analyst85% match

Focuses on monitoring and ensuring adherence to regulatory requirements within financial services.

AML/KYC Specialist90% match

Specializes in anti-money laundering and customer due diligence processes for financial institutions.

New Business Team Leader80% match

Leads and manages a team responsible for onboarding and processing new business applications.

Operations Supervisor75% match

Oversees administrative operations and process improvements within a financial services environment.

Also Consider

🔥 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

2/5

Some prep

O*NET Median Salary

£27k

US ref. $34k · fx 0.79

Occupational family: Office and Administrative Support

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