Customer Service Representative (APA/ QFA) Financial Services

Morgan McKinley; Dublin; On-site; EUR 29,000 - 38,000; Full time

Job summary

Morgan McKinley is seeking a Customer Service Executive to join its growing finance services team in Ireland. The role focuses on delivering exceptional service, resolving queries, and maintaining accurate records in loan servicing.

You will handle inbound and outbound calls, liaise with internal teams, and work toward service levels and quality targets while developing knowledge of loan administration processes.

Qualifications

• Previous customer service, contact centre, or financial services experience (desirable but not essential).
• Must have APA/ QFA qualification.
• Strong communication and interpersonal skills.
• Excellent attention to detail with the ability to manage multiple priorities.
• Ability to work effectively in a fast-paced environment while meeting deadlines.
• Comfortable learning new systems and processes.
• A proactive, customer-focused approach with a strong sense of ownership.
• Ability to work independently while contributing positively to a wider team.

Responsibilities

• Manage customer account administration activities, reviewing correspondence and determining appropriate actions
• Investigate and resolve customer queries at account level, ensuring positive outcomes
• Liaise with internal teams to obtain required information and progress customer requests
• Complete loan administration tasks including issuing statements and customer documentation
• Manage inbound and outbound customer calls relating to loan servicing
• Maintain accurate system records following all customer interactions
• Work towards agreed service levels, quality standards, and performance targets
• Take ownership of customer complaints and issues through to successful resolution
• Identify and escalate errors or incidents appropriately, ensuring customer impact is considered

Skills

Communication skills

Interpersonal skills

Attention to detail

Multitasking

Problem solving

Education

APA/QFA qualification

Job description

Are you passionate about delivering excellent customer service and looking to build your career within financial services?

We are currently recruiting for a Customer Service Executive to join a growing Customer Service Team. This is a fantastic opportunity for someone who enjoys problem-solving, building relationships, and ensuring customers receive the best possible support.

Key Responsibilities:

• Manage customer account administration activities, reviewing correspondence and determining appropriate actions
• Investigate and resolve customer queries at account level, ensuring positive outcomes
• Liaise with internal teams to obtain required information and progress customer requests
• Complete loan administration tasks including issuing statements and customer documentation
• Manage inbound and outbound customer calls relating to loan servicing
• Maintain accurate system records following all customer interactions
• Work towards agreed service levels, quality standards, and performance targets
• Take ownership of customer complaints and issues through to successful resolution
• Identify and escalate errors or incidents appropriately, ensuring customer impact is considered

What we are looking for:

• Previous customer service, contact centre, or financial services experience (desirable but not essential)
• Must have APA/ QFA qualification
• Strong communication and interpersonal skills
• Excellent attention to detail with the ability to manage multiple priorities
• Ability to work effectively in a fast-paced environment while meeting deadlines
• Comfortable learning new systems and processes
• A proactive, customer-focused approach with a strong sense of ownership
• Ability to work independently while contributing positively to a wider team

This is an excellent opportunity to join a supportive team where customer experience is at the heart of everything they do.