
Financial Services Support Professional
2 weeks ago
Key Responsibilities:
The Customer Service Representative is accountable for providing support to customers of a financial services company.
This includes handling customer queries, providing information, and communicating with internal stakeholders.
The CSR will work within the company values – being brave, wise, proud, and exceeding expectations.
Duties and Responsibilities:
Provide support on various activities such as:
- Handling requests on missing payments or payment history
- Providing information on cheques and other payment methods
- Processing changes to instructions regarding payment tools and preferences
- Processing changes to personal data and customer addresses
- Handling queries relating to proof of life procedures and campaigns
- Supporting internal processes and procedures (admin tasks)
- Ad-hoc tasks and projects assigned based on business requirements
- Compliance with data protection and GDPR requirements
Requirements:
To be successful in this role, you should have:
- Experience of 6-12 months in a customer service environment
- Knowledge of Microsoft Office suite
- Excellent PC skills
- Goal-oriented and able to function in a fast-paced environment
- Ability to speak, read, and comprehend English, including good verbal communication skills
- Superior listening skills
- Ability to deliver information at a customer's knowledge level in an understandable manner
- Strong interpersonal skills and ability to think independently
- Logical problem-solving approach to resolving customer problems and enquiries
- Excellent attention to detail
-
Financial Planner
1 week ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeProsperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their financial journey, to support them in achieving their financial goals.The individual we are...
-
Financial Services Professional
4 days ago
Dublin, Dublin City, Ireland beBeeFinancial Full time €55,000 - €65,000Accountant PositionWe are seeking an experienced professional to fill the role of Accountant in our team. The successful candidate will play a key part in building and managing client relationships, overseeing client portfolios, and delivering exceptional financial services.The ideal candidate should possess a professional accounting qualification...
-
Financial Services Professional
2 weeks ago
Dublin, Dublin City, Ireland beBeeFinancial Full time €60,000 - €80,000Job Title: Financial Services ProfessionalWe are seeking a skilled Lending Officer to join our growing financial services organisation in Dublin West.This is a full-time, permanent role that plays a key part in supporting the day-to-day operations of our lending team.The successful candidate will have strong lending experience and the ability to work...
-
Financial Services Professional
2 weeks ago
Dublin, Dublin City, Ireland beBeeAccountant Full time €55,000 - €65,000Job DescriptionA dynamic financial services professional is sought to oversee accounting functions, manage client relationships and lead a team of accountants. This role offers the opportunity to take on a pivotal position in a top-tier firm.The ideal candidate will be a seasoned accountant with experience in managing client portfolios, preparing financial...
-
Tax Professionals for Financial Services
2 weeks ago
Dublin, Dublin City, Ireland beBeeTax Full time €72,000 - €84,000**Job Title:** Tax Professional for Financial Services We are seeking a skilled Tax Professional to join our team in Dublin, Ireland. This is an exciting opportunity to work with a diverse portfolio of Financial Services clients across Banking, Asset Management, Insurance, and Aviation Finance. The Role:We are looking for an individual with expertise in...
-
Financial Planning Advisor
3 weeks ago
Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd Full timeWho We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are looking...
-
Financial Services Tax Professional
3 days ago
Dublin, Dublin City, Ireland beBeeTaxSpecialist Full time €69,120 - €115,200Financial Services Tax SpecialistWe are seeking a highly skilled and experienced Financial Services Tax Specialist to join our team.The ideal candidate will have a strong background in financial services tax, with expertise in corporation tax computations and returns, as well as knowledge of international tax legislation.Key responsibilities include:Managing...
-
Financial Planning Advisor
2 weeks ago
Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full timeOverviewFinancial Planning Advisor role at Cornmarket Group Financial Services Ltd.Role PurposeWe are looking for a Financial Planning Advisor to join our Financial Planning Support team.Cornmarket's Financial Planning Advisors are responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. These...
-
Financial Planning Advisor
2 weeks ago
Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd Full timeWho We Are At Cornmarket , we look after the financial wellbeing of public servants and their families.We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond.Role Purpose We are looking for...
-
Financial Planning Advisor
1 week ago
Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full timeWho We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families.We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeWe are looking for a...