Client Services Administrator, Dublin (Onsite & Growth)

Engage People Recruitment; Dublin; On-site; EUR 32,000 - 42,000; Full time

Benefits offered by this job

Modern office environment

On-site working model

Support for continued learning and专业实务

Job summary

Engage People Recruitment invites applications for a Client Services Administrator role in our Dublin offices, offering hands-on experience in a client-focused financial services environment. You will support advisers and clients across pensions, investments and life assurance, handling documentation, applications and regulatory requirements with accuracy.

You will work with experienced advisers, benefit from supportive managers and have opportunities to progress through professional study,

Qualifications

• Organised and detail-focused, able to juggle multiple priorities in a busy environment.
• Strong client and adviser communication, delivering a high standard of service.
• Willingness to study toward the QFA qualification; previous financial services experience is a plus.

Responsibilities

• Manage client documentation and keep records accurate and up to date.
• Prepare and process client application forms on behalf of advisers.
• Handle new business cases across pensions, investments and life assurance.
• Track applications from submission to policy issue.
• Liaise with clients, advisers, internal teams and external providers by phone and email.
• Keep clients updated on application progress and respond to day-to-day queries.
• Support AML, KYC and other regulatory requirements when processing business.
• Provide wider administrative and operational support across the team.

Skills

Client-focused communication

Documentation & records management

Regulatory compliance awareness

Multitasking & prioritization

Education

Professional Diploma in Financial Advice (QFA)

Job description

Engage People Recruitment invites applications for a Client Services Administrator role in our Dublin offices, offering hands-on experience in a client-focused financial services environment. You will support advisers and clients across pensions, investments and life assurance, handling documentation, applications and regulatory requirements with accuracy.

You will work with experienced advisers, benefit from supportive managers and have opportunities to progress through professional study,