Client Service Executive

IrishJobs

Dublin, Dublin, Ireland

Dublin, Dublin, Ireland

Postuler Maintenant

À propos

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 prioritising 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 Benefits: Work From Home

TLNT1_IJ

Dublin, Dublin, Ireland

Compétences linguistiques

English

Avis aux utilisateurs

Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.

Postuler Maintenant