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Broker Support Specialist: Client Success & Compliance

One Recruitment

Dublin

On-site

EUR 42,000 - 52,000

Full time

7 days ago
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Job summary

A financial services recruitment agency is seeking a Broker Support Executive to join their Dublin office. The role involves managing client compliance, supporting the sales team, and providing excellent customer service. The ideal candidate will have at least 2 years of relevant experience, strong attention to detail, and knowledge of financial products. Attractive salary of up to 52k with additional benefits involved.

Benefits

Company Pension
Flexible working arrangements
Life cover

Qualifications

  • At least 2 years experience in an administration role, preferably in Financial Services.
  • Strong knowledge of Life, Pension, and Investment products.
  • Previous experience in a sales or call center role is an advantage.

Responsibilities

  • Ensure client files are compliant and manage pipelines.
  • Provide support to the Office Manager and deliver team stats.
  • Respond to client queries efficiently and professionally.

Skills

Attention to detail
Customer service skills
Multitasking
Interpersonal skills
Knowledge of compliance

Tools

Wealthtrack
Salesforce
Microsoft Office
Job description
A financial services recruitment agency is seeking a Broker Support Executive to join their Dublin office. The role involves managing client compliance, supporting the sales team, and providing excellent customer service. The ideal candidate will have at least 2 years of relevant experience, strong attention to detail, and knowledge of financial products. Attractive salary of up to 52k with additional benefits involved.
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