Client Services Administrator - Pensions and Investments

Wallace Myers International; Leinster; On-site; EUR 36,000 - 48,000; Full time

Benefits offered by this job

Supportive team environment

Exposure across pensions, investments,

Protection product knowledge

Job summary

Wallace Myers International is seeking a Client Services Administrator to support pensions, investments and protection products in Dublin 6. You will manage new business applications and ongoing client servicing, ensuring accuracy and compliance.

The role requires at least 3 years in financial services, strong organisational skills and a customer-focused approach. This is a permanent role within a collaborative team.

Qualifications

• 3+ years of experience in financial services brokerage or similar environment.
• Strong knowledge of pensions, investments and protection products.
• Excellent organisational and administrative skills.
• Customer-focused with strong communication and relationship-building abilities.

Responsibilities

• Managing new business applications from submission through to completion.
• Delivering ongoing client administration and servicing support.
• Liaising with clients and product providers to ensure efficient case progression.
• Maintaining accurate client records, CRM systems, and compliance documentation.
• Supporting financial advisers with day-to-day administrative requirements.
• Monitoring and progressing cases to ensure deadlines and service standards are met.

Skills

Client relations

Organisational skills

Attention to detail

Communication

Team player

Tools

CRM systems

Job description

Client Services Administrator - Pensions and Investments

Permanent

Dublin South, Dublin

A well-established and growing financial services brokerage is seeking an experienced Client Services Administrator to join its busy and collaborative team based in Dublin 6.

This is an excellent opportunity for a detail-oriented professional with experience in financial services administration and a strong understanding of pensions, investments and protection products. The successful candidate will play a key role in supporting advisers, managing client relationships, and ensuring a seamless end-to-end client experience.

Key Responsibilities

• Managing new business applications from submission through to completion
• Delivering ongoing client administration and servicing support
• Liaising with clients and product providers to ensure efficient case progression
• Maintaining accurate client records, CRM systems, and compliance documentation
• Supporting financial advisers with day-to-day administrative requirements
• Monitoring and progressing cases to ensure deadlines and service standards are met

About You

• Minimum of 3 years' experience within a financial services brokerage or similar environment
• Strong knowledge of pensions, investments and protection products
• Excellent organisational and administrative skills
• High attention to detail with a strong focus on accuracy and compliance
• Customer-focused with strong communication and relationship-building abilities
• Professional, proactive, and team-oriented approach

What's on Offer

• Opportunity to join a highly regarded financial services firm
• Supportive and collaborative team environment
• Varied role with exposure across pensions, investments, and protection