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 jointheteam@metisireland.ie

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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