Client Service Administrator

We are currently looking to hire a Client Services Administrator to join our growing team. This is an immediate vacancy. 

Job details
Part-time | Permanent. This role is office based in Mullingar, 2 days a week.

Full job description:

New Star Financial Management Ltd are an established and growing Mortgage & Financial Broker, who offer Mortgage, Life and Investment Advice based in Mullingar.

We require a motivated & enthusiastic Administrator to join our growing Team. Previous experience not essential, although ideal candidate will be fully computer literate and keyboard proficient.


The Role:

Provide Administration Support to our Protection Team

• Onboarding our Protection Customers onto our CRM
• Updating customer records with full & accurate information 
• Liaising with Life Companies in relation to ongoing applications
• Liaising with Product Providers & GP's when needed
• Assisting clients with policy maintenance
• Assisting with Compliance requirements
• Dealing with Client Queries
• Keying applications onto Life Company portals
• Manage incoming phone calls and emails
  
  

The ideal candidate should also be:-

Extremely Customer focused

Have Excellent Communications and Customer Service Skills

Ideally have previous experience working in an Administrative role, preferably with recent 
Mortgage and  / or Life office knowledge or previously worked within Financial Services Industry

Have the ability to meet deadlines in a fast moving and demanding environment

Work well under pressure, with strong attention to detail and be good at multi-tasking.

Answer all incoming calls in a professional and timely manner

Be Computer literate with excellent knowledge of MS Word, Excel & Outlook, be familiar with CRM systems.

Be a Team player with attention to details and an ability to work on own 
initiative if required

This role provides an ideal opportunity to develop a successful career in the Financial Industry.

A competitive package, including Exam Support are on offer to the right candidate. 

Please forward CV's in the first instance to tara@newstarfm.ie
or contact me directly on 086 806 7170