Client Services AssociateDepartment:
General Management
Employment Type:
Full Time
Location:
Dublin
Compensation:
€50,000 - €55,000 / year
DescriptionBDO have partnered with a private wealth advisory firm located in Dublin 6. As a Client Services Administrator, the role will be varied.
You will be working closely with our advisor group and senior leadership team.
We are looking for ambitious individuals who are curious, collaborative and want to assist the firm in achieving great outcomes for our clients.
Our aim is to empower you, to shape your own career and drive future business success.
Key ResponsibilitiesYour responsibilities will include:
Assisting the advisor group with the completion of pension, protection & investment reviews for clients.
Preparing account/product applications for submission to the relevant provider.
Liaising with both clients & life companies throughout the new account/product process through to completion.
Ongoing client relationship management.
Assisting the company meet its regulatory requirements.
Other duties as assigned.
Skills, Knowledge and ExpertiseEssential Knowledge & Skills:
QFA qualified or part-qualified (preferable).Excellent writing and communication skills.
Curious and interested in learning.
Strong attention to detail.
Can work unsupervised in your role and be a team player.
You should have confidence to challenge norms and present ideas for change.
Proficient in MS Word, Excel, and Outlook.
Demonstrable experience of effectively managing direct client communications.
Ability to build trusted relationships with clients and provide excellent service. BenefitsAdditional benefits include health, pension and bonus.
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