Pensions Associate 6 month FTC

Davy; Dublin; On-site; EUR 36,000 - 54,000; Full time

Benefits offered by this job

Annual bonus

Flexible benefits

Pension plan

On-site gym

Job summary

Davy, a long-established Irish financial services firm, is seeking a client-focused team member for the Select Pensions Team in Dublin. You will act as the first point of contact for clients, delivering timely service and building strong relationships.

The role involves onboarding, account administration, and collaborating with internal teams to resolve queries. Ideal candidates will have a year of customer service experience, strong communication skills, and a willingness to learn pension

Qualifications

• Third-level qualification in a business-related discipline is desirable but not essential.
• Minimum of one year's experience in a customer service or client-facing role.
• Strong communication and interpersonal skills with a customer-focused approach.
• Enthusiastic and professional manner with ability to build relationships with clients.
• Ability to work on own initiative and manage competing priorities.
• Highly organised with strong attention to detail.
• Proficient in Microsoft Office applications.
• Team player with a collaborative approach.
• Willingness to develop knowledge of pension products and regulatory requirements.

Responsibilities

• Act as a first point of contact for clients, responding to service-related enquiries promptly and professionally.
• Build and maintain strong client relationships, delivering high-quality customer service.
• Process client enquiries accurately and efficiently to ensure excellent outcomes.
• Assist with client onboarding and account administration processes.
• Liaise with internal teams to investigate and resolve client queries and issues.
• Develop knowledge of pension products and services to support client needs.
• Support process improvements and compliance with regulatory requirements.

Skills

Customer service

Communication

Interpersonal skills

Organised

Attention to detail

Time management

Microsoft Office

Team player

Pension product knowledge

Education

Bachelor’s degree or equivalent in business

Tools

Word

Excel

Outlook

PowerPoint

Job description

About Us

At Davy, it's the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team - you are a key player in shaping our future.

About Us

At Davy, you are the difference.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors. Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About The Role

An exciting opportunity has arisen within the Davy Select Pensions Team. The successful candidate will:

• Act as a first point of contact for clients, responding to service-related enquiries in a professional and timely manner;
• Build and maintain strong relationships with clients, delivering a high standard of customer service;
• Process client enquiries efficiently and accurately, ensuring excellent client outcomes;
• Represent the Davy brand positively and professionally at all times;
• Identify client needs and promote awareness of the services and products available;
• Gather, maintain and update accurate client information and records;
• Liaise with internal teams to investigate and resolve client queries;
• Develop and maintain a thorough knowledge of pension products and services;
• Assist with client onboarding and account administration processes;
• Contribute to team projects, process improvements and operational initiatives as required;
• Adhere to all regulatory, risk and compliance requirements, policies and procedures associated with the role.

Requirements

We are looking for a candidate with the following skills and experience:

• Third-level qualification in a business-related discipline desirable, but not essential;
• Minimum of one year's experience in a customer service or client-facing role;
• Strong communication and interpersonal skills, with a customer-focused approach;
• Enthusiastic and professional manner, with the ability to build strong relationships and rapport with clients;
• Ability to work on own initiative and manage competing priorities effectively;
• Highly organised and methodical, with strong attention to detail;
• Ability to work accurately and efficiently in a fast-paced environment and to meet deadlines;
• Proficient in Microsoft Office applications, including Word, Excel, Outlook and PowerPoint;
• Strong team player with a flexible and collaborative approach to work;
• Willingness to develop knowledge of pension products, services and regulatory requirements;
• Commitment to delivering excellent client service and maintaining high standards of compliance and professionalism.

About you

We are looking for a candidate with the following skills and experience:

• Third-level qualification in a business-related discipline desirable, but not essential;
• Minimum of one year's experience in a customer service or client-facing role;
• Strong communication and interpersonal skills, with a customer-focused approach;
• Enthusiastic and professional manner, with the ability to build strong relationships and rapport with clients;
• Ability to work on own initiative and manage competing priorities effectively;
• Highly organised and methodical, with strong attention to detail;
• Ability to work accurately and efficiently in a fast-paced environment and to meet deadlines;
• Proficient in Microsoft Office applications, including Word, Excel, Outlook and PowerPoint;
• Strong team player with a flexible and collaborative approach to work;
• Willingness to develop knowledge of pension products, services and regulatory requirements;
• Commitment to delivering excellent client service and maintaining high standards of compliance and professionalism.

Benefits

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

Important Information

Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.