Client Services Administrator

The Company:

Irish Pensions \& Finance, formed in 1993, has over 30,000 clients and over €1 billion in funds under management.

Roughly 80% of our business book comes from the Public Sector where we administrate 152 Union sponsored salary deducted AVC schemes.

We require an ambitious, career\-driven Client Services Administrator to join our team.

The Role:

• After\-service outbound calls to our business book and new business clients.


• Analyse and monitor case patterns for trends or repeat occurrences that may arise from both quality control and after\-service calls.


• Dealing with Client Queries.


• Conduct weekly quality control reviews by sampling financial advisors’ business activities to ensure adherence to company standards and compliance requirements.


• Participate in weekly meetings with financial advisors and sales managers to provide quality control feedback aimed at improving performance and consistency.


• Deliver quality control training to all newly appointed assistant financial advisors upon joining the company and provide ongoing training to financial advisors throughout their career progression as required.


• Analyse and monitor case patterns for trends or repeat occurrences that may arise from both quality control and after\-service calls.


• Manage incoming phone calls and emails.

The candidate will have:

• QFA Qualification or working towards a QFA qualification


• Previous experience working in a customer service role, preferably in a financial services company.


• The ability to meet deadlines in a fast\-moving and demanding environment.


• ·Able to manage multiple priorities calmly and effectively, maintaining focus and accuracy even under pressure


• Computer literate with excellent knowledge of MS Word, Excel \& Outlook, use of CRM systems.


• Excellent Communications and Customer Service Skills.


• Customer\-focused and driven.


• Team player with attention to detail and an ability to work on own initiative.


• This role provides an ideal opportunity to develop a successful career in the Financial Industry.

The Company will provide:

• Full Training / Support for further education.


• Salary of €30,000 per annum with monthly commission, plus quarterly bonuses payable once the company on target (OTE €55,000 per annum)


• Hybrid working after the initial training period


• Entrance to the company pension scheme


• Entrance to the company life cover scheme after one year of service


• Wellness days are applicable after six months' service in the company


• Additional Annual leave based on years of service


• Access to Flexi\-time following the initial training period

Job Types: Full\-time, Permanent

Pay: €30,000\.00\-€55,000\.00 per year

Benefits:

• Additional leave


• Bike to work scheme


• Company events


• Company pension


• On\-site parking


• Wellness program


• Work from home

Ability to commute/relocate:

• DUBLIN 15, County Dublin: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

• Do you have a QFA or APA designation?

Education:

• Advanced/Higher Certificate (preferred)

Work Location: Hybrid remote in DUBLIN 15, County Dublin

This listing is from indeed. View original listing ↗