Client Relationship Manager

Client Relationship Manager

Title – Client Relationship Manager

Location – Dublin

Company – Irish organisation providing Financial services

Duration – Permanent

Our Client:

Is a Wealth management firm of significant scale, heritage and expertise. Their core aim is to be a disruptive presence in the Irish market and have large plans to continue to widen their headcount.

Overview:

Joining our client will enable candidates to grow and take on more responsibility in their role where you will be surrounded by an exceptional leadership team. They are committed to providing exceptional guidance and solutions to clients across regions, helping them navigate complex financial landscapes with confidence and clarity.

Role Responsibilities:

• Process new business applications swiftly and accurately, ensuring compliance with regulatory requirements and internal policies.
• Communicate and interact with product producers to facilitate the prompt processing of applications for various financial products, including pre and post-retirement pension structures, protection benefits, and investment portfolios.
• Provide support and guidance to clients throughout the application process, addressing any questions or concerns they may have.
• Collaborate with internal teams to address any inquiries or issues related to business processing and ensure timely resolution.

Key requirements:

• A driven individual with a proven ability to take on responsibility and a track record of achieving success.
• A QFA qualification working towards completion.
• 2-5 years of experience preferably in a financial advisory firm or Life & Pensions

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