New Business and Customer Service Administrator (Customer …, Dublin

What can you expect:

The Administrator will report directly to the team leader of the Private Wealth Division. You will provide administration and support services to the Private Wealth Admin team and all clients.


What you will be rewarded with:

We provide a highly regarded and competitive package:
Competitive salary
Up to 12% pension contribution
Full healthcare cover
Flexitime
Flexible working/potential to work from home
Sports & Social clubs/Wellness Programme
Paid annual leave and ability to purchase additional leave days
Travel ticket/bike to work/dental are optional
Subsidised canteen
35 hour working week


We will rely on you to:

Responsibilities include:
Provide a full range of support and services to clients and to the Private Wealth Admin team
Responsible for processing new and existing business in a compliant manner
Preparation of client reports in line with peer review process
Assisting with pipeline reporting via online websites & CRM system
Daily Scanning/Filling and indexing of documentation to our CRM system
Dealing with all client queries & attending client meetings when required
Dealing with all 3rd parties & insurance companies
Ongoing update & maintenance of clients details in line with procedures & systems in place
Point of contact for customer service queries from individual clients and a member of the Private Wealth helpline.
Processing claims retirement/death/disability
Adhere to company policies, procedures, controls to ensure deliverance of excellent service.
Support the team leader and Division Manager with ongoing and future projects
Ensuring our CRM database is maintained in line with procedures
Other ad hoc duties and assistance with projects as and when required


What you will need to have:

Minimum 3 years industry experience in financial services.
Professional telephone manner and strong organisational skills.
Proven team player with a flexible attitude towards work.
Ability to prioritise workloads and work to tight deadlines.
Proven ability to deliver excellent client service and satisfaction.
Industry related qualifications, QFA or satisfy minimum competency requirements would be an advantage.
Proficiency in Word and Excel.


What makes you stand out:

Previous experience in a similar role
Strong communication and presentation skills, written and verbal
Strong relationship building skills with ability to work closely with internal teams, customers & sales team


MERCER

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. In Ireland, Mercer employs over 500 employees in offices based in Dublin and Cork. Mercer is a business of Marsh & McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit (link removed)

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive.