Client Service Specialist

3 days ago

Cork, Cork, Ireland beBeeClient Full time

Join a dynamic team in our Finance division as we look for talented individuals to fill the role of Client Services Executive.

This is an exciting opportunity to develop your career and work with experienced professionals who are passionate about delivering exceptional client experiences.

We are seeking highly motivated and organized individuals who can manage multiple tasks, prioritize effectively, and maintain attention to detail.

A key component of this role is to provide exceptional customer service, process new business applications efficiently, and communicate effectively with clients and stakeholders.

To succeed in this position, you will need to have a BA (Hons) degree in a Business or Finance-related discipline, a minimum of 2-3 years' experience in a similar role, and be QFA qualified or progressing towards this qualification.

You will also need to have excellent verbal and written communication skills, be able to work independently and as part of a team, and possess strong numerical and organizational skills.

If you are a confident multi-tasker with a good work ethic and a keen focus on quality, then we encourage you to apply for this role.

The successful candidate will have the opportunity to work with a talented team, learn from experienced professionals, and develop their skills and knowledge in a dynamic and supportive environment.

We offer a competitive salary, comprehensive training programs, and opportunities for professional growth and development.

We value diversity and inclusion in the workplace and welcome applications from all qualified candidates.

Job Requirements:
  • Annual portfolio reviews and valuations
  • Processing new business, communicating, and interacting with product producers
  • Communicating with clients regarding their portfolios and new applications
  • Working with and supporting advisers in meeting regulatory compliance requirements
Education Qualifications & Experience:
  • BA (Hons) Degree within a Business or Finance related discipline
  • A minimum of 2-3 years' relevant experience in a similar role
  • QFA qualified or progressing towards this qualification
Skills Attributes:
  • Ability to demonstrate a high level of attention to detail with a focus on numerical skills
  • Excellent verbal and written communication skills
  • Ability to manage own workload while prioritizing effectively and efficiently
Personal Qualities:
  • Ability to work independently and as part of a team
  • Demonstrate a high degree of energy, enthusiasm, and flexibility
  • Numeracy and excellent organisation skills are essential for this position
Benefits:
  • Competitive salary
  • Comprehensive training programs
  • Opportunities for professional growth and development
Others:
  • We value diversity and inclusion in the workplace
  • We welcome applications from all qualified candidates

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