Client Services Executive - Financial Services | QFA

Morgan McKinley; Limerick; On-site; EUR 32,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Clear career progression

Supportive environment

Job summary

Morgan McKinley is recruiting for a Client Services Executive to join the Limerick team, providing end-to-end administrative and client service support to Financial Planners and clients. This role offers flexibility around location in nearby regions and involves substantial regulatory and documentation work.

Key duties include onboarding, policy servicing, AML verification and ongoing client record maintenance, with a strong emphasis on accuracy and professional client interaction.

Qualifications

• 1–2 years minimum of experience in life, pensions and investment administration.
• Strong understanding of financial products and regulatory requirements.
• Knowledge of AML and CPC requirements.
• QFA qualification is required.
• Excellent organisational skills and strong attention to detail.
• Strong written and verbal communication skills.
• A professional and client-focused approach.
• Experience using CRM or financial services administration systems.

Responsibilities

• Preparing new business documentation and managing cases through to policy issuance.
• Processing Letters of Authority and Transfer of Agency requests.
• Managing client onboarding, including AML verification and compliance documentation.
• Preparing Client Summary Reports, policy summaries and supporting documentation.
• Processing fund switches, top-ups, premium changes, cancellations and other policy servicing requests.
• Administering retirement, death and serious illness claims through to completion.
• Maintaining accurate client and company records across CRM, BIS and provider systems.
• Liaising with clients and product providers by phone, email and in person.
• Working closely with Financial Planners and colleagues to ensure an efficient and high-quality client experience.
• Providing wider administrative support to the team.
• Ensuring all activities are completed in line with regulatory requirements and internal procedures.

Skills

Communication skills

Organisational skills

Attention to detail

Self-motivation

Education

QFA qualification

Tools

CRM systems

Microsoft Word

Microsoft Excel

Job description

Our client is a highly reputable and well-established financial services organisation with a strong presence in the Irish market and an excellent reputation for client service. As part of continued growth, they are now looking to appoint a Client Services Executive to join their established team in Limerick.

This is a Limerick-based opportunity, however, there may be flexibility around alternative locations for candidates based in Tipperary or Galway.

The Role

The Client Services Executive will provide end-to-end administrative and client service support to Financial Planners and their clients.

Key responsibilities will include:

• Preparing new business documentation and managing cases through to policy issuance
• Processing Letters of Authority and Transfer of Agency requests
• Managing client onboarding, including AML verification and compliance documentation
• Preparing Client Summary Reports, policy summaries and supporting documentation
• Processing fund switches, top-ups, premium changes, cancellations and other policy servicing requests
• Administering retirement, death and serious illness claims through to completion
• Maintaining accurate client and company records across CRM, BIS and provider systems
• Liaising with clients and product providers by phone, email and in person
• Working closely with Financial Planners and colleagues to ensure an efficient and high-quality client experience
• Providing wider administrative support to the team
• Ensuring all activities are completed in line with regulatory requirements and internal procedures

About You

The successful candidate will have previous experience in life, pensions and investment administration, ideally gained within a financial planning firm, brokerage, advisory business or financial services organisation.

You will ideally have:

• Relevant experience (1-2 years minimum)
• A strong understanding of financial products and regulatory requirements
• Knowledge of AML and CPC requirements
• QFA qualification is required
• Excellent organisational skills and strong attention to detail
• Strong written and verbal communication skills
• A professional and client-focused approach
• Excellent Microsoft Word and Excel skills
• Experience using CRM or financial services administration systems
• The ability to work independently while also contributing effectively within a team

Benefits

• Competive salary
• Clear career progression
• Excellent culture and supportive environment