Client Services Associate
Department: Consultancy
Employment Type: Full Time
Location: Dublin
Compensation: €55,000 - €75,000 / year
Description
EXTERNAL INDUSTRY ROLE
A leading wealth management company based in Dublin 6 is currently recruiting for a Client Services Associate to join our expanding 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.
Our clients are typically, high net worth individuals such as business owners, entrepreneurs, medical professionals and some of Ireland’s leading sports professionals. Intentionally small, we operate at the forefront of investment theory whilst delivering a best-in class wealth management experience to our clients.
Key Responsibilities
Activities:
* As a Client Services Administrator, the role will be varied. You will be working closely with our advisor group and senior leadership team. Your 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.
* Liasing with both client & 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 Expertise
Essential 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
Benefits
Package:
We offer a very competitive package for the right candidate.
* Competitive salary commensurate with your experience
* Performance related bonus
* Support for further professional development
* Internal and external training
* Wellbeing days
* 22 days annual leave
* Flexible working arrangements
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