Working Life

Tasks and Responsibilities

• Understand and address client enquiries in a timely fashion
• Handle telephone enquiries in a professional and courteous manner
• Respond to the needs of Relationship Managers and Customer Service Officers in serving clients
• Thoroughly document queries, investigations and actions
• Escalate issues to administrators and managers as appropriate
• Liaise with other areas of Operation within the company
• Responsible for all aspects of operations and controls to include: Processing subscriptions, redemptions; Performing anti-money laundering checks
• Investigate and reconcile all incoming payments received from paying agents and Tax Authorities within agreed timelines
• Providing general office administrative support including filing/scanning/photocopying, post/franking, processing payments, answering the telephone, note/message taking
• Maintain customer/policy records through the client management system and associated IT solutions
• Support the team in delivering a full client service proposition in a professional, timely and efficient manner including new business, mid-term adjustments and renewals. Transact with internal and external stakeholders accordingly.
• Communicate all information necessary to ensure clients are fully aware that their needs have been met and contract certainty achieved
• Ensuring that all compliance procedures are adhered to on a day-to-day basis
• Ensure client files are complete in accordance with procedures.

On successful completion, the International Financial Services Associate will have:

Knowledge

• International financial services market - Core knowledge includes: Broad understanding of the structure of the International Financial Services market, including product providers, client outcomes, support services and platforms
• Regulatory & compliance - Core knowledge includes: Understands the Financial Services regulatory framework, the ethics and key principles of the client transaction process
• Products - Core knowledge includes: Understands the purpose & technical content of the financial services products & services provided
• Systems & processes - Core knowledge includes: Understands all systems & processes required to deliver the role outcomes & has awareness of how these fit within the wider company and global industry

Skills

• Numeracy, analytical and awareness of impact: Attention to detail and the ability to understand the impact of the role on the global picture
• Quality service delivery: Consistently develops and delivers excellent service to clients, colleagues and advisers, supporting the products/services provided
• Customer communication & relationships: Develops effective relationships with clients & key contacts, handling & resolving issues through effective verbal/written/IT skills
• Teamwork and collaboration: Understands role within team and impact on others. Consistently endeavours to support colleagues and collaborate to achieve results
• Planning & prioritising: Successfully analyses and plans in order to deliver good outcomes for the business
• Using systems & processes: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements.

This occupation is typically suited for people with the following Career Interests:

 Enterprising

Enterprising people like situations that involve using resources for personal or corporate economic gain. Such people may have an opportunistic frame of mind, and are drawn to commerce, trade and making deals. Some pursue sales and marketing occupations. Many will eventually end up owning their own business, or in management roles in larger organisations. They tend to be very goal-oriented and work best when focused on a target. Some have an entrepreneurial inclination.

 Administrative

Administrative people are interested in work that offers security and a sense of being part of a larger process. They may be at their most productive under supervisors who give clear guidelines and while performing routine tasks in a methodical and reliable way.

They tend to enjoy clerical and most forms of office work, where they perform essential administrative duties. They often form the backbone of large and small organisations alike. They may enjoy being in charge of office filing systems, and using computers and other office equipment to keep things running smoothly. They usually like routine work hours and prefer comfortable indoor workplaces.

* The lower figures typically reflect starting salaries. Higher salaries are awarded to those with greater experience and responsibility. Positions in Dublin sometimes command higher salaries.

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