The Company:
Irish Pensions & Finance, formed in 1993, has over 30,000 clients and over €1 billion in funds under management.
Roughly 80% of our business book comes from the Public Sector where we administrate 152 Union sponsored salary deducted AVC schemes.
We require an ambitious, career-driven Client Services Administrator to join our team.
The Role:
- After-service outbound calls to our business book and new business clients.
- Analyse and monitor case patterns for trends or repeat occurrences that may arise from both quality control and after-service calls.
- Dealing with Client Queries.
- Conduct weekly quality control reviews by sampling financial advisors’ business activities to ensure adherence to company standards and compliance requirements.
- Participate in weekly meetings with financial advisors and sales managers to provide quality control feedback aimed at improving performance and consistency.
- Deliver quality control training to all newly appointed assistant financial advisors upon joining the company and provide ongoing training to financial advisors throughout their career progression as required.
- Analyse and monitor case patterns for trends or repeat occurrences that may arise from both quality control and after-service calls.
- Manage incoming phone calls and emails.
The candidate will have:
- QFA Qualification or working towards a QFA qualification
- Previous experience working in a customer service role, preferably in a financial services company.
- The ability to meet deadlines in a fast-moving and demanding environment.
- ·Able to manage multiple priorities calmly and effectively, maintaining focus and accuracy even under pressure
- Computer literate with excellent knowledge of MS Word, Excel & Outlook, use of CRM systems.
- Excellent Communications and Customer Service Skills.
- Customer-focused and driven.
- Team player with attention to detail and an ability to work on own initiative.
- This role provides an ideal opportunity to develop a successful career in the Financial Industry.
The Company will provide:
- Full Training / Support for further education.
- Salary of €30,000 per annum with monthly commission, plus quarterly bonuses payable once the company on target (OTE €55,000 per annum)
- Hybrid working after the initial training period
- Entrance to the company pension scheme
- Entrance to the company life cover scheme after one year of service
- Wellness days are applicable after six months' service in the company
- Additional Annual leave based on years of service
- Access to Flexi-time following the initial training period
Job Types: Full-time, Permanent
Pay: €30,000.00-€55,000.00 per year
Benefits:
- Additional leave
- Bike to work scheme
- Company events
- Company pension
- On-site parking
- Wellness program
- Work from home
Ability to commute/relocate:
- DUBLIN 15, County Dublin: reliably commute or plan to relocate before starting work (preferred)
Application question(s):
- Do you have a QFA or APA designation?
Education:
- Advanced/Higher Certificate (preferred)
Work Location: Hybrid remote in DUBLIN 15, County Dublin
