Client Services Administrator - Pensions and Investments
Posted 6 days 9 hours ago by Wallace Myers International
Permanent
Full Time
Other
Leinster, Ireland
Job Description
Client Services Administrator - Pensions and Investments 
Permanent
Dublin South, Dublin
A well-established and growing financial services brokerage is seeking an experienced Client Services Administrator to join its busy and collaborative team based in Dublin 6.
This is an excellent opportunity for a detail-oriented professional with experience in financial services administration and a strong understanding of pensions, investments and protection products. The successful candidate will play a key role in supporting advisers, managing client relationships, and ensuring a seamless end-to-end client experience.
Key Responsibilities- Managing new business applications from submission through to completion
- Delivering ongoing client administration and servicing support
- Liaising with clients and product providers to ensure efficient case progression
- Maintaining accurate client records, CRM systems, and compliance documentation
- Supporting financial advisers with day-to-day administrative requirements
- Monitoring and progressing cases to ensure deadlines and service standards are met
- Minimum of 3 years' experience within a financial services brokerage or similar environment
- Strong knowledge of pensions, investments and protection products
- Excellent organisational and administrative skills
- High attention to detail with a strong focus on accuracy and compliance
- Customer-focused with strong communication and relationship-building abilities
- Professional, proactive, and team-oriented approach
- Opportunity to join a highly regarded financial services firm
- Supportive and collaborative team environment
- Varied role with exposure across pensions, investments, and protection