Exceptional Client Service Representative

3 days ago


Dublin, Dublin City, Ireland beBeeClientService Full time €31,000 - €42,000
Job Opportunity

We are seeking a highly motivated and organized Client Service Associate to join our team.

Key Responsibilities
  • Support the Financial Planning team in delivering exceptional client service
  • Manage sales pipelines end-to-end
  • Conduct research to find required information for client financial plans
  • Create, maintain, and enter information into databases
  • Understand and address client enquiries in a timely fashion
Requirements
  • 1+ years of experience in a similar role
  • Membership of LIA or IOB
  • Up-to-date CPD in line with qualifications and regulatory requirements
What We Offer
  • A 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


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