Broker Support, Senior Associate

3 weeks ago


Dublin, Dublin City, Ireland Cpl Full time

Key Responsibilities

  • Ensure that Broker requirements are met in terms of turnaround times and accuracy, providing excellent customer service consistently
  • Manage the opening of new accounts and handle account queries
  • Keep broker and client pipelines updated, along with Management Information
  • Provide general administrative support to Account Managers
  • Actively look for ways to improve processes based on feedback from Brokers and Clients
  • Develop a strong understanding of pensions, investments, and relevant product knowledge
  • Provide training and mentorship to team members
  • Participate in ad hoc projects and contribute to business development
  • Lead projects and report progress to the Associate Director
  • Document any updates to processes and procedures
  • Handle escalations from Account Managers and Team Members
  • Collaborate with the Complaints Team to resolve issues satisfactorily
  • Adhere to Risk and Compliance frameworks, policies, and procedures

Requirements

  • A Business/Finance degree or equivalent qualification
  • QFA qualification is a must
  • Willingness to complete CFP certification
  • Experience and expertise in settlements and operations
  • Demonstrated track record in reconciliation and control processes
  • Previous involvement with financial advisers
  • Thorough knowledge of Pension Products, especially Fund only Accounts and Fund only trusts
  • Customer service orientation with a history of delivering exceptional service
  • Precision, attention to detail, and strong organizational skills
  • Ability to prioritize tasks and meet deadlines
  • Positive mindset, strong work ethic, flexibility, initiative, and enthusiasm
  • Proficiency in Word, Excel, and Outlook

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