Client Services AssociateDepartment: Consultancy
Employment Type: Full Time
Location: Dublin
Compensation: €55,000 - €75,000 / year
DescriptionEXTERNAL 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 tocompletion.
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 skillsCurious and interested in learningStrong attention to detailCan work unsupervised in your role and be a team playerYou should have confidence to challenge norms and present ideas for changeProficient in MS Word, Excel, and OutlookDemonstrable experience of effectively managing direct client communicationsAbility to build trusted relationships with clients and provide excellent service BenefitsPackage:
We offer a very competitive package for the right candidate.
Competitive salary commensurate with your experiencePerformance related bonusSupport for further professional developmentInternal and external trainingWellbeing days22 days annual leaveFlexible working arrangements
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