New Business and Customer Service Administrator

What can you expect:

We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with the role based in either Cork or Dublin.

The Private Wealth Team are part of the Wealth business in Mercer. They provide holistic financial planning to individuals and members of corporate organisations for fee and/or commission. The advice ranges from pension planning for retirement to recommending suitable life assurance to choosing the most suitable ARF, annuity, savings or investment arrangement for their funds.

The Administrator will report directly to the team leader of the Private Wealth Division. You will provide administration and support services to the Private Wealth team and all clients.

We will count on you to:

• Provide a full range of support and services to clients and to the Private Wealth Admin team
• Responsible for processing new and existing business in a compliant manner
• Preparation of client reports in line with peer review process
• Assisting with pipeline reporting via online websites & CRM system
• Daily Scanning/Filling and indexing of documentation to our CRM system
• Dealing with all client queries & attending client meetings when required
• Dealing with all 3rd parties & insurance companies
• Ongoing update & maintenance of clients details in line with procedures & systems in place
• Point of contact for customer service queries from individual clients and a member of the Private Wealth helpline.
• Processing claims – retirement/death/disability
• Adhere to company policies, procedures, controls to ensure deliverance of excellent service.
• Support the team leader and Division Manager with ongoing and future projects
• Ensuring our CRM database is maintained in line with procedures
• Other ad hoc duties and assistance with projects as and when required

What you will need to have:

• Minimum 3 years industry experience in financial services.
• Professional telephone manner and strong organisational skills.
• Proven team player with a flexible attitude towards work.
• Ability to prioritise workloads and work to tight deadlines.
• Proven ability to deliver excellent client service and satisfaction.
• Industry related qualifications, QFA or satisfy minimum competency requirements would be an advantage.
• Proficiency in Word and Excel.

What makes you stand out:

• Previous experience in a similar role
• Strong communication and presentation skills, written and verbal
• Strong relationship building skills with ability to work closely with internal teams, customers & sales team
• Qualified Financial Adviser (QFA) accreditation

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create innovative solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities.