Client Service Associate

Overview
Job Title
Client Service Associate (Junior)
Job Purpose
Working as part of a world class team at Metis Ireland, the client services team work closely with our team of Financial Planners and Private Client Managers, delivering a World Class and effective service to our clients, at all times in line with our mission and vision.
Location
Dublin
Competitive Basic Salary and Bonus Structure
Maternity and Paternity leave benefits
Loyalty service leave
Pension contributions
Life cover and permanent health insurance
Membership and exam fees
Employee assistance programme
Reporting to
Head of Client Services
Duties and Responsibilities
Support the Financial Planning team and the Private Client Managers in delivering a full client service proposition in a professional, timely and efficient manner.
End to end management of sales pipeline
Conduct research to find required information for client's financial plans – gathering information: observing, receiving, and otherwise obtaining information from all relevant sources.
Create, maintain, and enter information into databases.
Understand and address client enquiries in a timely fashion
Thoroughly document queries, research, and actions on our client management system
Maintain customer/policy records through the client management system
Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents
Schedule and confirm appointments for clients with private client managers.
Complete forms in accordance with company procedures.
Open, read, route, and distribute incoming mail or other materials and answer routine letters.
Review work completed by colleagues to check for correct information and recommend revisions.
Evaluating information to determine compliance with standards — using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, and standards.
Ensure that all company and compliance procedures are adhered to on a day-to-day basis
Providing general office administrative support including filing/scanning/photocopying, post, processing payments etc.
Learn to operate new office technologies as they are developed and implemented.
Prepare and compile any documentation required for meetings
Establishing and maintaining interpersonal relationships — developing constructive and cooperative working relationships with others, and maintaining them over time
Attend functions and events to build and expand professional relationships, at all times promoting Metis Ireland.
Keep up to date with developments in the financial services industry, ensuring the continuous development of your financial and technical expertise.
Provide regular updates to private client managers, financial planners and head of client services
Engage with strategies in order to improve business processes and client relationships.
Involvement with internal committees, project and team work
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
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
Person Specification
Knowledge:
Customer and personal service experience
Microsoft office suite, administrative procedures and systems, managing files and records, designing forms, and other office procedures and terminology.
Skills:
Integrity
Concern for others
Persistence
Analytical thinking
Achievement/Effort
Time Management
Initiative
Thinking creatively; share ideas and innovations which could improve business processes and client relationships.
Documenting/Recording information; entering, transcribing, recording, storing, or maintaining information in written or electronic form as per company procedures.
Performing administrative activities
Experience:
1+ years in a similar role
Qualifications:
Membership of LIA or IOB
Up to date CPD in line with qualifications and regulatory requirements
Closing Date:
12 th September 2025
How to apply:
Please send your CV and Cover Letter for the attention of Susan Kelly with Dublin CS Associate as the subject line to ******
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.
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