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Client Services Administrator

  • Location:


  • Sector:

    Corporate Finance & Private Equity

  • Job type:


  • Salary:


  • Contact:

    Gavin Holmes

  • Contact email:

  • Job ref:


  • Published:

    26 days ago

  • Expiry date:


  • Startdate:


Phoenix are delighted to be working with a Dublin based Financial Services company who, after a very successful start to 2023 are hiring for their expanding finance function. This is an excellent company offering unparalleled progression and learning; with a friendly, diverse culture and a market leading salary package.


  • Client portfolio end-to-end administration, including annual portfolio reviews, valuations, and processing new business.
  • Communicating and interacting with product producers (major insurance companies) to ensure prompt processing of applications for pre and post-retirement pension structures, protection benefits, and investment portfolios.
  • Effective and timely communication with clients regarding their portfolios and new applications.
  • Working with and supporting advisors in meeting regulatory compliance requirements.


  • BA (Hons) Degree in Business or Finance-related discipline
  • 2-3 years' relevant experience in a similar role, preferably in a Financial Advisory firm or Life & Pensions Broker
  • QFA qualification or progress towards it
  • Excellent verbal and written communication skills, with intermediate proficiency in Microsoft Word, Excel, and Outlook