Company Overview:
Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance.
Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.
Role Overview:
This position offers an exciting opportunity to join our newly established Risk & Capital Transfer team and contribute meaningfully to the efficiency of our operations. As a Client Service Executive, you will serve as a primary point of contact for clients and play a critical role in facilitating the successful execution of new policies for both new and existing customers.
Responsibilities:
* Act as a key liaison between clients and life insurance providers, ensuring swift communication to progress underwriting and policy issuance.
* Proactively follow up with insurance company underwriting departments to reduce delays and improve turnaround times.
* Keep clients regularly updated on the status of their applications, maintaining a high standard of professionalism and clarity.
* Identify and escalate any bottlenecks or process issues that could impact client cashflows or timelines.
* Work closely with the Broker Support team and Financial Advisors to ensure a seamless client experience from application to approval.
Skills and Experience:
* Prior experience in a customer or client facing role in the financial services industry.
* Background in life & pensions, wealth management or financial services industry required.
* Must have completed or be actively working toward QFA. APA required as a minimum.
* Excellent phone and communication skills.
* Strong administration skills and good attention to detail.
Benefits:
* Shorter working week, half day every Friday.
* Competitive salary package commensurate with experience.
* Company Pension.
* Company IP and DIS the day you join.
* 22 days Annual Leave plus your birthday off.
Job Types: Full-time, Permanent
Benefits:
* Company pension
* On-site parking
* Work from home
Application question(s):
* Do you have previous experience working with pension or protection products in the Irish market?
Licence/Certification:
* APA/QFA (required)
Work authorisation:
* Ireland (required)
Work Location: Hybrid remote in Kingswood, Ballymount Great, CO. Dublin