Senior Associate Role Overview
As a Senior Associate, you will be the first point of contact for prospective clients, providing assistance with account opening and transfer of existing pension funds. Your role will also involve offering ongoing customer service to existing clients, contributing to projects and process improvements, and working with other departments to set up new pension accounts.
Key Responsibilities:
* Act as the primary point of contact for prospective clients, guiding them through the account opening process and facilitating the transfer of existing pension funds.
* Provide exceptional customer service to existing clients, ensuring their needs are met and concerns are addressed in a timely manner.
* Contribute to various projects and initiatives aimed at improving processes and enhancing overall efficiency.
* Collaborate with other departments to establish new pension accounts for prospective clients and Trustees, managing associated tasks and queries.
Requirements and Qualifications:
* Hold a third-level qualification in a business-related discipline.
* Possess or be undertaking the QFA (Qualified Financial Adviser) qualification.
* Demonstrate 2-3 years of experience in a customer-facing role, showcasing excellent communication skills and a passion for delivering outstanding service.
* Exhibit a persuasive, enthusiastic, and outgoing personality, capable of building strong relationships with customers and Trustees alike.
About the Opportunity:
This role presents an excellent chance to grow professionally and make a meaningful impact within a dynamic organization. As a Senior Associate, you will play a vital role in shaping the future of our organization and delivering exceptional results. If you are a driven individual with a passion for customer service and a knack for building strong relationships, this opportunity is perfect for you.
Your Benefits:
While we can't disclose company budget details, rest assured that your compensation package will be commensurate with your qualifications and experience. Additionally, you will enjoy a range of benefits that enhance your work-life balance and career growth prospects.