Client Service Executive

Location:

Dublin

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€35,000 - €40,000

Key Responsibilities:

  • Client portfolio end-to end administration
  • Annual portfolio reviews and valuations
  • Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios
  • Communicating with clients regarding their portfolios and new applications in an effective and timely manner
  • Working with and supporting advisers in meeting regulatory compliance requirements.

Skills and Qualifications:

  • BA (Hons) Degree within a Business or Finance related discipline
  • A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker is essential
  • QFA qualified or progressing towards this qualification is essential
  • Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
  • Ability to demonstrate a high level of attention to detail with a focus on numerical skills
  • Excellent verbal and written communication skills
  • Ability to manage own workload while prioritizing effectively and efficiently
  • Microsoft Word, Excel, and Outlook (Intermediate)

Personal Qualities:

  • Ability to work independently and as part of a team
  • Demonstrate a high degree of energy, enthusiasm, and flexibility
  • Numeracy and excellent organisation skills are essential for this position
  • Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality

KATE CORCORAN

Life, Pensions and Investments Recruitment Consultant

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