Pension and Investment Administrator

Top Financial Services Company is looking for a strong Customer Service professionals to join this growing team. APA or QFA qualifications would be ideal.

Pension & Investment Administrator

Location – Dublin

Salary – 32,000 Euro to 38,000 Euro

Key responsibilities:

• Provide excellent customer service to customers and intermediaries.

• Process customer requests and administration accurately and within agreed service levels.

• Treat every interaction as an opportunity to build rapport, credibility and advocacy for the Company.

• Identify opportunities to retain and grow the customers business with us.

• Proactively provide accurate information and guidance for the customer to help them make informed decisions about their financial future and gain trust in our ability to help them.

• Take opportunities to proactively promote alternative/lower cost service channels and explain the benefits of online technology to increase the use of self service and allow straight through processing.

• Follow the correct processes to make sure that all your actions meet the conformance requirements.

• Fulfil all the regulatory requirements of the role and ensure that your work is compliant and you treat customers fairly.

• Identify the root cause of problems to prevent repeat failures

　Key Skills:

• Proven track record of delivering good customer service to either internal or external customers

Key Personal Competences

• Customer Focus

• Teamwork

• Planning & Organising

• Positive Attitude

Ideal candidate will have strong Customer Service experience and ideally be QFA qualified

If you are interested in this role please apply here or contact directly on darragh.oboyle@walterspeople.com or 0858154571