Customer Service Executive
Job in
Penarth, Vale of Glamorgan, CF64, Wales, UK
Listed on 2026-07-24
Listing for:
SWISS LIFE (SINGAPORE) PTE. LTD.
Full Time
position Listed on 2026-07-24
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
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
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