Pensions BD & Client Onboarding Coordinator

Sigmar Recruitment; South Dublin; On-site; EUR 42,000 - 64,000; Full time

Benefits offered by this job

Professional development opportunities

Support to pursue QFA qualifications

Job summary

Sigmar Recruitment is partnering with an established not-for-profit pension administration organisation in Dublin. We seek a Business Development & Client Services Coordinator to support employer onboarding, member onboarding and ongoing client engagement.

You will handle CRM, lifecycle administration, and process improvement across new business, implementation and engagement activities within a regulated environment.

Qualifications

• Experience in pensions, financial services or regulated environment.
• Minimum five years in administration, client services or business support.
• Strong organisational and administrative skills.
• Ability to establish and improve structured workflows.
• Experience coordinating multiple activities, deadlines and stakeholders.
• Excellent written and verbal communication skills.
• Professional telephone manner and client-service mindset.
• Ability to work with employers and clients and build relationships.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Experience using a CRM or workflow management system.

Responsibilities

• Support new business opportunities and prepare quotations and proposals.
• Maintain CRM records and pipeline information.
• Coordinate employer onboarding and implementation processes.
• Support member onboarding and registration for online services.
• Prepare meeting packs, reports and follow-up actions.
• Monitor implementation timelines and escalate delays.
• Provide visibility of implementation progress to teams.
• Help develop new procedures and improve workflows.

Skills

Pensions experience

CRM management

Process improvement

Administrative support

Stakeholder coordination

Organisational skills

Client services

Phone and email communication

Microsoft Office

Excel

Education

Experience in pensions or financial services

Tools

CRM system

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Microsoft Dynamics

Job description

Sigmar Recruitment is partnering with an established not-for-profit pension administration organisation in Dublin. We seek a Business Development & Client Services Coordinator to support employer onboarding, member onboarding and ongoing client engagement.

You will handle CRM, lifecycle administration, and process improvement across new business, implementation and engagement activities within a regulated environment.