Job Title: Client Services Executive
About the Role
SYS Financial is seeking a highly organised, detail-oriented and proactive individual to support our financial planners in Cork and Dublin.
This position requires excellent communication skills and the ability to thrive in a fast-paced environment.
Key Responsibilities:
* Provide first-class support to our Financial Planners.
* Assist with insurance and pension administration for an extensive client base.
* Liaise with Life Assurance and Pension companies to manage client cases effectively.
* Review all documentation to ensure accuracy and compliance with contractual requirements.
* Utilise Customer Relationship Management (CRM) software to manage and maintain client data.
* Oversee new business pipeline administration and processes.
* Maintain and strengthen relationships with existing clients.
* Prepare and maintain client files and reports with precision.
* Collaborate closely with financial planners and other members of the sales support team.
* Manage office and boardroom bookings as needed.
* Ensure adherence to regulatory requirements and company policies.
* Respond to client and internal queries promptly and professionally.
* Perform general administrative duties as required.
Qualifications and Experience:
* Minimum of 2 years experience in an administrative role, preferably within a similar environment.
* Exceptional organisational skills and keen attention to detail.
* Experience working with CRM and data management systems.
* Proficiency in Microsoft Word and Excel.
* Strong verbal and written communication skills.
* Ability to work independently as well as collaboratively within a team.
* A proactive approach, with a willingness to learn and contribute innovative ideas.
* Knowledge of the financial services industry would be a distinct advantage.
About SYS Financial
SYS Financial is a rapidly growing, full-service financial planning firm dedicated to helping individuals and businesses achieve their financial goals.
We have a strong team of over 60 dedicated professionals who embody our core values: Collaboration, Integrity, Trust, Transparency, Quality and Respect.
Our services include Protection, Retirement Planning, Retirement Fund Management, Savings and Investments, Public Sector Advisory, Health Insurance Advisory and Mortgages.