Our client, a Cork based Financial Services provider, is looking for an experienced Client Services Advisor to join their team on a 6-month temporary contract with a view to permanency.
As a Client Services Advisor, you'll play a pivotal role in ensuring their clients receive a high level of service throughout the course of their financial engagement with our clients company.
You'll be part of a dynamic team dedicated to processing new business applications efficiently and accurately, while maintaining strong communication with both our advisors and clients.
Key Responsibilities: Paraplanning: Preparing financial reports and creating client invoices, providing accurate data and product knowledge to customers, consultants and clients.
Liaising with product providers and consultants.
FOH services also.
Application Processing: Manage new business applications for Life Assurance, Pensions, and Investments, ensuring they are processed accurately and within specified timelines.
Communication: Foster effective communication with our Financial Services Advisors and Business Partners.
Maintain regular contact with clients via phone and email, providing timely updates on their application status.
Administrative Support: Provide general administrative support for the Financial Services team.
Client Focus: Demonstrate a professional and positive attitude, always striving to deliver exceptional customer service.
Adhere to all company policies and regulatory requirements.
Requirements: APA/QFA qualification either fully or part qualified essential 1-2 years of experience in a similar role within a financial brokerage company.
Experience and Knowledge of pensions, life insurance, investments and mortgages is essential.
Advanced proficiency in Microsoft Office Excellent interpersonal and communication skills, both verbal and written.
A strong client-centric mindset and commitment to delivering exceptional service.
Meticulous attention to detail and the ability to manage multiple tasks and prioritize effectively.
Skills: QFA Qualified Financial Services Advanced Excel