Client Services - Dublin 15

Engage People Recruitment; Dublin; On-site; EUR 28,000 - 36,000; Full time

Job summary

Engage People Recruitment is seeking a Client Services Administrator for a financial services organization in our modern Dublin offices.

You will support advisers and clients across pensions, investments and life assurance, manage cases from application through to completion, and ensure records and regulatory requirements are accurate. On-site role with opportunities for professional study and career progression.

Qualifications

• Must be organized and detail-focused with strong prioritization.
• Currently studying towards QFA or willing to pursue it.
• Experience in financial planning or services is a plus.

Responsibilities

• Manage client documentation and keep records up to date.
• Prepare and process client applications for advisers.
• Handle new business cases across pensions, investments and life assurance.
• Track applications from submission to policy issue.
• Liaise with clients, advisers and internal teams by phone and email.
• Provide AML/KYC and compliance support when processing business.
• Offer administrative and operational support to the team.

Skills

Attention to detail

Organizational skills

Communication skills

QFA study

Education

Professional Diploma in Financial Advice (QFA)

Job description

If you're looking to build a long-term career in Financial Services, this is an opportunity to gain hands-on experience in a client-focused environment while developing strong administrative and technical skills.

You'll join an established financial services organisation where you'll work closely with experienced advisers and supportive managers, gain valuable client exposure, and have the opportunity to progress your knowledge through further study and professional qualifications. The role is based onsite in modern Dublin offices.

The role

As Client Services Administrator, you'll play an important part in supporting advisers and clients across pensions, investments and life assurance. You'll manage client cases from application through to completion while ensuring records, documentation and regulatory requirements are handled accurately.

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

Is this you?

• You're organised, detail-focused and comfortable managing competing priorities in a busy environment.
• You communicate confidently with clients and colleagues and enjoy delivering a high standard of service.
• You are currently studying towards the Professional Diploma in Financial Advice (QFA), or are willing to actively work towards the qualification. Previous experience in financial planning or financial services would be an advantage.

What's on offer

• An opportunity to grow your career within Financial Services.
• Direct exposure to clients, advisers and a range of financial products.
• The chance to strengthen your administration, case-management and technical knowledge.
• Support for continued learning and professional study.
• Experienced and supportive managers who can help you develop within the organisation.
• Modern office environment.
• On-site working model.
• Salary and benefits are not being disclosed at this stage.