Broker Support, Senior Associate

3 weeks ago


Dublin, Dublin City, Ireland Cpl Full time

Key Responsibilities

  • Ensuring Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service
  • Managing the opening of new accounts and account queries
  • Updating broker and client pipelines and Management Information
  • The provision of general administrative support to Account Managers
  • Actively seeking to add value to processes by introducing improvements based upon Broker & Client feedback
  • Developing a thorough working knowledge of pension and investments and the appropriate product knowledge
  • Training & mentoring of team members
  • Involvement in ad hoc projects & business development
  • Will take the lead on these and report back to Associate Director
  • Ensures that updates to processes and procedures are documented
  • Deals with escalations from Account Managers & Team Members
  • Co-ordinates with the Complaints Team so that complaints can be resolved to the satisfaction of all parties
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

Requirements

  • A Business/Finance degree or equivalent
  • QFA qualification essential
  • Willingness to complete CFP
  • Experience and knowledge of settlements and operations
  • A proven record in reconciliation and control
  • Experience of dealing with financial advisers
  • Excellent knowledge of Pension Products, especially Fund only Accounts and Fund only trusts
  • Customer service focused with a record of providing excellent customer service
  • Accuracy and attention to detail
  • Excellent organisational skills and ability to co-ordinate the work of others
  • Ability to prioritise and work to deadlines
  • A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm
  • Advanced knowledge of Word, Excel and Outlook

Contact Conor at for a confidential conversation. #LI-CO5


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