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Client Services Executive (Cork)

Client Services Executive (Cork)

Job description

About Your New Employer:

Our client who are a leading employee benefit consultancy and private wealth management are seeking a Client Service Executive, to join their Cork City based office in hybrid working model, and on a full-time permanent contract.

About Your New Job:

  • Conducting annual portfolio reviews and valuations.
  • Processing new business applications.
  • Liaising with product producers, predominantly major insurance companies, to ensure swift application processing.
  • Managing pre- and post-retirement pension structures, protection benefits, and investment portfolios.
  • Effectively and promptly communicating with clients regarding their portfolios and new applications.
  • Collaborating with advisors to ensure regulatory compliance.

Who you are:

  • Hold a BA (Hons) Degree in a Business or Finance-related discipline.
  • Bring a minimum of 2-3 years of relevant experience, ideally within a Financial Advisory firm or Life & Pensions Broker.
  • Possess or be progressing towards the QFA qualification.
  • Demonstrate a working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance regulations.
  • Exhibit exceptional attention to detail, particularly in numerical skills.
  • Skilfully manage your workload, prioritizing tasks with efficiency.
  • Communicate eloquently, both verbally and in writing.
  • Proficiency in Microsoft Word, Excel, and Outlook (Intermediate).
  • Capable of thriving independently as well as part of a collaborative team.
  • Infuse your work with energy, enthusiasm, and adaptability.
  • Numeracy and organizational skills are non-negotiable for this role.
  • Successful candidates are likely to be confident multitaskers, driven by a strong work ethic, and devoted to maintaining exceptional attention to detail and quality.

What’s Next:

Apply now by clicking the “Apply Now" button or call me, Karl O’Connell on 01-4744633 or e-mail me on

Or if the job is not quite right but you are looking for something similar, please get in touch.

Why Apply Through Sigmar?

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