JOB TITLE                  Customer Services Administrator

 

JOB DESCRIPTION

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.

 

SALARY

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

 

ADDITIONAL BENEFITS

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

                                                                                                                               

KEY RESPONSIBILITIES

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

 

REQUIRED SKILLS & BEHAVIOURS

  • 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

 

QUALIFICATIONS / EXPERIENCE REQUIRED

  •   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 careers@itcgroup.ie