OverviewJob TitleClient Service Associate (Junior)Job PurposeWorking as part of a world class team at Metis Ireland, the client services team work closely with our team of Financial Planners and Private Client Managers, delivering a World Class and effective service to our clients, at all times in line with our mission and vision.LocationDublinCompetitive Basic Salary and Bonus StructureMaternity and Paternity leave benefitsLoyalty service leavePension contributionsLife cover and permanent health insuranceMembership and exam feesEmployee assistance programmeReporting toHead of Client Services
Duties and ResponsibilitiesSupport the Financial Planning team and the Private Client Managers in delivering a full client service proposition in a professional, timely and efficient manner.End to end management of sales pipelineConduct research to find required information for client’s financial plans – gathering information: observing, receiving, and otherwise obtaining information from all relevant sources.Create, maintain, and enter information into databases.Understand and address client enquiries in a timely fashionThoroughly document queries, research, and actions on our client management systemMaintain customer/policy records through the client management systemSet up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documentsSchedule and confirm appointments for clients with private client managers.Complete forms in accordance with company procedures.Open, read, route, and distribute incoming mail or other materials and answer routine letters.Review work completed by colleagues to check for correct information and recommend revisions.Evaluating information to determine compliance with standards — using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, and standards.Ensure that all company and compliance procedures are adhered to on a day-to-day basisProviding general office administrative support including filing/scanning/photocopying, post, processing payments etc.Learn to operate new office technologies as they are developed and implemented.Prepare and compile any documentation required for meetingsEstablishing and maintaining interpersonal relationships — developing constructive and cooperative working relationships with others, and maintaining them over timeAttend functions and events to build and expand professional relationships, at all times promoting Metis Ireland.Keep up to date with developments in the financial services industry, ensuring the continuous development of your financial and technical expertise.Provide regular updates to private client managers, financial planners and head of client servicesEngage with strategies in order to improve business processes and client relationships.Involvement with internal committees, project and team workPreparation of regular review process for clients.Responsible for identifying and resolving problems within established guidelinesExpected to use initiative but refer more complex problems to management as appropriateAttend staff and training meetings when necessary.Assist with any ad hoc projects that ariseWilling to work as part of a team and be flexible with duties as part of their growth plan within the teamPerson SpecificationKnowledge:Customer and personal service experienceMicrosoft office suite, administrative procedures and systems, managing files and records, designing forms, and other office procedures and terminology.Skills:IntegrityConcern for othersPersistenceAnalytical thinkingAchievement/EffortTime ManagementInitiativeThinking creatively; share ideas and innovations which could improve business processes and client relationships.Documenting/Recording information; entering, transcribing, recording, storing, or maintaining information in written or electronic form as per company procedures.Performing administrative activitiesExperience:1+ years in a similar roleQualifications:Membership of LIA or IOBUp to date CPD in line with qualifications and regulatory requirementsClosing Date:12 th September 2025How to apply:Please send your CV and Cover Letter for the attention of Susan Kelly with Dublin CS Associate as the subject line to jointheteam@metisireland.ieDisclaimerMetis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts.Client Service Executives: Senior (x1 Limerick & x1 Dublin) Job Title Client Service Executives: (Senior) – (One vacancy in Limerick…Get expert advice and analysis from the Metis Ireland team.
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