JOB TITLE                  Customer Services Administrator



The Customer Services Administrator will be responsible for the administration of and reporting on our core products and services for a portfolio of clients in a busy team environment. Our core products include Small Self-Administered Schemes (SSAS), Self-Invested Personal Pensions (SIPP), Approved Retirement Funds (ARF), Personal Retirement Savings Account (PRSA), Buy out Bonds (BOB) as well as our Unit Trust structures.



Starting salary is €27,000 rising to €28,000 on successful completion of a 6-month   probationary period.



  • Health Care cover
  • Educational Support
  • Group Pension scheme
  • Social Club / CSR committee
  • Facilitation of TaxSaver / Bike to work schemes



This is primarily an administrative role supporting our Clients, Intermediaries, Sales Team and other Departments within the company. The typical day to day workload of a Customer Services Administrator would broadly consist of 60% client servicing, 30% administration work, and 10% preparing reports. Some of the main responsibilities of the role include:

  • Deliver a first-class service to our Financial Advisors and Clients in line with our company policies
  • Liaising with numerous third parties including Advisors, Investment Companies, Life Companies and Banks
  • Ensuring all requests are processed in a timely manner
  • Responsibility for maintaining client files to the highest standard
  • Issuing Reports to Clients and Advisors
  • Ensure all scheme liabilities are discharged within agreed timelines
  • Ensuring client service standards are upheld by adhering to our procedures manual and customer charter



  • Communicate enthusiasm and commitment to achieving objectives and contributes to their team
  • Aptitude to organise tasks and manage workload efficiently
  • Ability to work both on own initiative and as part of a team
  • Listens to the needs of customers and act on what they are saying
  • Actively seeks out views, opinions and ideas from others
  • Investigate issues/problems to their best ability and seek assistance with basic understanding completed
  • Communicates with others in a professional and helpful way, conveying information clearly and concisely
  • Actively monitors own performance against personal, team and company targets
  • Understands the nature of their job requirements and who these services are targeted towards.
  • Shows respect for other members of the team and provides support for one another



  •   Third level qualification required; business related course preferable
  •   Experience in client facing roles beneficial
  •   Experience in administration work beneficial
  •   Good understanding of the basic principles of customer service
  •   Working knowledge of MS Office, Outlook and in any in-house systems

To apply, please email your CV to