We Are Hiring

 

 

Job Title

Client Services Associate

 

Job Description

The client services associate will work closely with our team of financial planners and private client managers, delivering a World Class and effective service to our clients.

 

Location

Limerick

 

Salary

Competitive basic salary with bonus structure

 

Reporting to

Senior Management

 

 

Duties and Responsibilities

 

    • End to end management of sales pipeline
    • Understand and address client enquiries in a timely fashion
    • Handle telephone enquiries in a professional and courteous manner
    • Ensuring that all compliance procedures are adhered to on a day to day basis
    • Thoroughly document queries, investigations, and actions on our CRM system
    • Maintain customer/policy records through the client management system
    • Preparation of regular review process for clients.
    • Responsible for identifying and resolving problems within established guidelines
    • Expected to use initiative but refer more complex problems to management as appropriate
    • Providing general office administrative support including filing/scanning/photocopying, post, processing payments etc.
    • Support the financial planning team and the private client managers in delivering a full client service proposition in a professional, timely and efficient manner.
    • Attend staff and training meetings when necessary.
    • Assist with any ad hoc projects that arise
    • Willing to work as part of a team and be flexible with duties as part of their growth plan within the team

 
 

Is this you?

 
 

Knowledge:

 

    • Functional use of Microsoft applications (word, excel, PowerPoint)
    • Familiarity with CRM system (Tishkint preferred but not essential)
    • Customer and personal service experience; knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
    • English Language; knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
    • Compliance and Governance; knowledge and adherence to CPD, MCC and F&P requirements
    • Clerical; knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology.

 
 

Skills:

 
 

    • Integrity — being honest and ethical.
    • Dependability — reliable, responsible, and fulfilling obligations.
    • Attention to detail — being careful about detail and thorough in completing work tasks.
    • Concern for others — sensitivity to others’ needs and feelings and being understanding and helpful on the job.
    • Persistence — in the face of obstacles.
    • Analytical thinking — analysing information and using logic to address work-related issues and problems.
    • Achievement/Effort — establishing and maintaining goals and exerting effort toward mastering tasks.
    • Initiative — willingness to take on responsibilities and challenges.
    • Adaptability/Flexibility — be open to change and to variety in the workplace.

 

Experience:

 

    • 1-2 years’ experience in similar role

 

Qualifications:

 

    • QFA qualification (or working towards it)
    • Membership of LIA / IOB

     

     

      How to apply:

      Please send your CV and Cover Letter to jointheteam@metisireland.ie
       
      This role will initially be on a six-month contract basis with a view to becoming a permanent role.

       
       

      Metis Ireland are an equal opportunity employer. Individuals are selected on the basis of their abilities and merits to perform the tasks required. Our policy is to be fair and consistent in all aspects of our business. We recognise respect and value differences and diversity. We embrace equality as part of our normal way of doing things because we believe that it is the right thing to do for our people, our clients and our success.

      All applications received will be dealt with confidentially and subject to the company recruitment and selection processes.

       

       

       

      Disclaimer

      Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.

      All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified independent financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts.

      Disclaimer


      Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.


      All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts.