600 Client Service jobs in Ireland
Client Service Executive
Posted today
Job Viewed
Job Description
About Us
At Davy, it's the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team - you are a key player in shaping our future.
At Davy, you are the difference.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
About The Role
An exciting opportunity has opened up in our Client Service Executive to join our Wealth Management division. In the role, the successful candidate will:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
- Acting as the first point of contact to clients; dealing promptly and efficiently with client's queries.
- Preparation of investment presentations and collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
- Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients
- Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
- Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
- Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
- Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
- Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
- Working with the team on the completion and follow up of Investor Policy Statement.
- Contribute in company campaign workshops.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
Requirements
About you
We are looking for somebody who has the following background and skills:
- A minimum of 1 year of experience working in an administrative position;
- Degree or Masters level in Business/Finance related area;
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
- A flexible, positive attitude towards work
- Excellent attention to detail;
- An ability to work effectively as part of a team;
- A professional telephone manner;
- Excellent organisational skills;
- An ability to prioritise own workload.
What We Offer
At Davy, our people are our biggest investment. In today's fast-moving world, we know it's important to feel secure and empowered. That's why Davy benefits support you through all of life's stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
- Health and Wellbeing
Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.
- Reward and Recognition
We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
- Growth and Development
Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.
- Positive Workplace
Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.
- Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values - One Team, Client Success, and Proud Legacy.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
Client Service Driver
Posted today
Job Viewed
Job Description
Delivery Driver – Laundry Services
Location: Cobh, Co. Cork
Reports to: Store Manager
Employment Type: Part-Time – Monday Friday (10am - 1pm). Flexibility required depending on client needs.
Role Overview
We are seeking a reliable, personable, and proactive Delivery Driver to join our growing laundry team. This role is ideal for someone who enjoys engaging with customers, takes pride in their work, and thrives in both independent and team environments. You'll be the face of our business for both retail and B2B clients, ensuring timely and professional collection and delivery of laundry items, while also supporting in-store operations during quieter periods.
Key Responsibilities
Collection & Delivery: Safely and punctually collect and deliver laundry items to retail and business clients across designated routes.
Customer Interaction: Maintain a positive and professional attitude with all clients, ensuring excellent service and clear communication.
Workplace Organisation: Keep the delivery area and store floor clean, tidy, and well-organised at all times.
POS System Use: Accurately input client orders and updates into our user friendly Point-of-Sale system.
Team Support: Assist with in-store tasks such as sorting, folding, and packaging laundry during quieter delivery periods.
Daily Coordination: Liaise with the Store Manager and team members to coordinate daily orders and delivery schedules.
What We're Looking For:
Personable & Positive: Friendly, approachable, and customer-focused.
Strong Communicator: Able to clearly communicate with clients and colleagues.
Self-Starter: Takes initiative and can work independently without constant supervision.
Team Player: Works collaboratively and supports others when needed.
Reliable & Punctual: Consistently meets delivery times and commitments.
Tech-Savvy:
Comfortable using computers and POS systems for order management
Able to operate a company mobile phone and use essential apps such as WhatsApp, Google Maps, and other delivery-related tools
Quick to learn new digital systems and follow app-based instructions
Driving Licence: Valid licence required
Additional Details:
Company Vehicle Provided: A company van is provided for use during working hours. The vehicle remains at the company premises outside of delivery times.
Growth Potential: Working hours may increase over time as the business continues to grow and expand.
Why Join Us?
We're a local business with a loyal customer base and a strong team spirit. You'll be part of a supportive environment where your contributions are valued and your role makes a real impact.
Job Type: Part-time
Pay: From €13.50 per hour
Benefits:
- Company events
- Employee discount
- On-site parking
- Store discount
Experience:
- Van delivery driver : 1 year (preferred)
Licence/Certification:
- Full Driving Licence (required)
Work authorisation:
- Ireland (required)
Work Location: On the road
Client Service Specialist
Posted today
Job Viewed
Job Description
Who we are looking for
We are looking for a candidate with experience in delivering excellent Client Service in outsourced Technology and/or Service provision offerings within the Investment Funds or Asset Management Industries. This role is a maternity cover contract for a minimum of 12 months.
Key responsibilities include establishing and maintaining client relationships, including relationships with client senior level management. There is also a need to manage the day-to-day service delivery in line with agreed Service levels. The role will also involve consulting and bringing together clients and internal groups to manage the delivery of key client requests. This includes the on boarding of new products, provision of new services, general change requests and overall business growth.
In this role, you will have the opportunity to build on your existing experience, client service skills and financial service knowledge as well as contributing to the evolution of our Client Service offering.
Why this role is important to us
Amundi Technology, within Amundi Asset Management, offers innovative technology and services to support clients either building or reshaping their operating model. The solutions proposed aim to meet the needs of all savings and asset management actors: asset managers, asset owners, distributors, wealth managers and asset servicers. The technology platforms provide customers with adaptive and cutting-edge solutions enabling them to focus on their core business.
The Business Implementation & Support team, within Amundi Ireland, are responsible for all aspects of the Client Service offering for Amundi Technology International Clients. This includes the services around our Investment Platform, Trading, Middle Office and Data Management and other key support services.
What you will be responsible for
Primary Responsibilities:
• Provide daily client support to the Amundi Technology International clients ensuring any service issues or queries are resolved ASAP
• Liaise with all internal Business Support teams to ensure all contracted day to day services are provided in line with expectations
• Participate, manage and co-ordinate regular service calls including service reviews and due diligence requests
• Produce and monitor agreed KPI's and MIS
• Manage and support new client requests and new business initiatives including the co-ordination of Change Requests
• Liaise with internal Amundi teams globally to ensure internal alignment on services and ensure any new requests from internal teams, regulators or auditors are prioritized accordingly
• Support the review and updating of all agreed SLA's and Operating Memorandums
• Oversee all general aspects of the service delivery
Additional Team Responsibilities:
• Assist with OTC Cash Collateral and Trade Repository Reporting activities which are currently outsourced to a Third Party
• Provide Support for the Amundi Ireland fund onboarding activities, liaising with internal and external stakeholders
What we value for the role
• Proactive (can identify and understand problems and alternative solutions)
• Organization and planning
• Good Communication and Excellent interpersonal skills
• Problem solving
• Attention to Detail
• Strong motivation
• Good understanding of client expectations for an outsourced service provider
Education & Preferred Qualifications
• Previous experience in Client Service for an outsourced Technology / Service provider
• Good knowledge of Asset Management and Funds Industry eco-system
• Fluent English
• French speaking not required but an advantage
About Amundi
What we do. With close to 5,500 team members, and market experts in 36 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundi manages 2.247 trillion euros of assets across six main investment hubs.
What we offer.
We make all efforts to create a great and positive work environment, focusing on retaining, nurturing and rewarding talent. As a member of our team, you will have access to competitive and comprehensive benefits package inclusive of flexible work options, mentorship as well as an opportunity for cross-functional and geographical internal mobility and a range of development programmes to help you reach your full potential.
Inclusion, Diversity and Social & Societal Responsibility.
We pride ourselves in being a responsible and committed financial player. We are keen to develop a responsible, demanding vision of our business, paying rigorous attention to our employees ensuring there is equal opportunity, diversity, inclusion and non-discrimination. Amundi Ireland aim to help provide the tools to help balance your professional and personal life providing access to employee networks, such as our Women's Network, Charity Committee and Mental Health Champions.
Candidate Personal Data Protection Charter
Amundi is a subsidiary of the Crédit Agricole Group. The information collected as part of your application is subject to computerized processing. The Crédit Agricole Group's Personal Data Protection Charter for Recruitment informs you of the processing operations to which your personal data is subject within the Group, the protection principles applicable to this processing and the manner in which the Group complies with regulatory requirements. You can consult this Charter by clicking on the following link: Candidate Personal Data Protection Charter. By submitting an application, I accept and agree that my personal data be processed in accordance with this Charter.
Client Service Executive
Posted today
Job Viewed
Job Description
About the role
An exciting opportunity has opened up for a Client Service Executive to join the Institutional Consulting team within our Wealth Management division. This team works with a broad range of Irish institutions, including charities and credit unions. In the role, the successful candidate will be expected to fulfil the following tasks:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
- Acting as the first point of contact to clients, particularly on the telephone; dealing promptly and efficiently with client's queries.
- Collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
- Management of follow up activities from client meetings and monitoring completion of tasks.
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients.
- Management of updates to all client documentation where necessary, including liaising with other internal departments as part of this process.
- Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
- Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
- Liaising with clients' external advisers such as Accountants, Tax and Investment Advisers, on behalf of servicing our clients.
- Management of the onboarding process for new clients, including working with the team on the completion and follow up of all documents. Investor Policy Statement.
- Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
- Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
- Contribute in company campaign workshops.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
About you
We are looking for somebody who has the following background and skills:
- A minimum of 1 year of experience working in an administrative position;
- Degree or Masters level in Business/Finance/STEM related area;
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
- A flexible, positive attitude towards work
- Excellent attention to detail;
- An ability to work effectively as part of a team;
- A professional telephone manner;
- Excellent written communication skills, and proficient in business email etiquette;
- Excellent interpersonal skills with a warm, approachable manner and a natural ability to engage clients and represent the organisation positively;
- Excellent organisational skills;
- An ability to prioritise own workload and work to deadlines.
What we offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
Client Service Executive
Posted today
Job Viewed
Job Description
About The Role
An exciting opportunity has opened up for a Client Service Executive to join the Institutional Consulting team within our Wealth Management division. This team works with a broad range of Irish institutions, including charities and credit unions. In the role, the successful candidate will be expected to fulfil the following tasks:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
- Acting as the first point of contact to clients, particularly on the telephone; dealing promptly and efficiently with client's queries.
- Collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
- Management of follow up activities from client meetings and monitoring completion of tasks.
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients.
- Management of updates to all client documentation where necessary, including liaising with other internal departments as part of this process.
- Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
- Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
- Liaising with clients' external advisers such as Accountants, Tax and Investment Advisers, on behalf of servicing our clients.
- Management of the onboarding process for new clients, including working with the team on the completion and follow up of all documents. Investor Policy Statement.
- Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
- Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
- Contribute in company campaign workshops.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements
About you
We are looking for somebody who has the following background and skills:
- A minimum of 1 year of experience working in an administrative position;
- Degree or Masters level in Business/Finance/STEM related area;
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
- A flexible, positive attitude towards work
- Excellent attention to detail;
- An ability to work effectively as part of a team;
- A professional telephone manner;
- Excellent written communication skills, and proficient in business email etiquette;
- Excellent interpersonal skills with a warm, approachable manner and a natural ability to engage clients and represent the organisation positively;
- Excellent organisational skills;
- An ability to prioritise own workload and work to deadlines.
What We Offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
Client Service Advisor
Posted today
Job Viewed
Job Description
Description
- Client Service Advisor
Willis Towers Watson is one of Ireland's leading insurance brokers, risk advisors, pensions, and actuarial consultancies. Over the past 100 years, we have built an outstanding reputation for superior client service. In our Corporate Risk and Broking business we provide appropriate and innovative Insurance Programmes for our Clients. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how.
An exciting opportunity is now available for a Client Service Advisor; the primary purpose of this role is to perform the broking role for a portfolio of clients and provide a superior level of client service supporting the business in the achievement of their objectives. Our Objectives are expressed in terms of Client, Financials, People and Operational Excellence.
The Role
Main Responsibilities Include
- Perform the Broking Role for their portfolio of Clients dealing with Renewals, Claims and all
mid-term alterations and queries
- Achieve best client service in an efficient and friendly manner ensuring that all client
deadlines are met
- Achieve an appreciation of each client's business and culture
- Support and find opportunities to enable growth of the existing client accounts
- Foster beneficial insurer relationships
- Follow company procedures for Renewals and New business
- Maintain Company and regulatory standards/requirements including compliance
- Participate in project work
- Provide technical support to colleagues and help in resolving their client problems
- Build relationships and provide support to a number of different teams across local and
offshore business
- Ambassador to WTW's purpose, values, culture, and appreciate WTW client's business
Qualifications
- The Requirements
- Certified Insurance Practitioner (CIP) qualified
- Previous experience working for an insurer or broker.
- Client advocacy
- Desire to take early responsibility
- Passion for learning about and understanding the insurance industry
- Hard working, proactive and flexible
- Capable of solving problems
- Good IT skills, including proficiency with the Microsoft Office suit
- Good interpersonal, organisational, analytical and communication skills
- Highly accurate with good attention to detail in completion of all tasks.
WTW's Compensation Package
For us is more about the people we work with, and our journey together, where our colleagues are empowered to achieve the best possible results, for each other and for our clients. WTW rewards and recognises our colleagues' efforts with the following benefits:
- Salary Negotiable
- Annual leave (23) & Flexi Time (13)
- Comprehensive benefits from day 1
- Discretionary bonus Range %*DOE
- 25% Comm., on New Business Revenue
- Pension scheme
- Healthcare Allowance capped €1,500.00
- Educational Support
- Life Assurance
- Charitable Gift Matching & Fundraising
- Group Income Protection
- Share Scheme
- Employee Assistance Programme
- Hybrid Working
- Sports Social and Wellness Club
- Paid Professional Membership
At WTW, we trust you to know your work and the people, tools, and environment you need to be successful. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
Equal opportunity employer
.
WTW are an inclusive employer and welcome applications from people of all backgrounds and abilities. Please let us know if you require reasonable accommodation or support during any stage of the recruitment process and we will do our upmost to accommodate you.
Client Service Executive
Posted today
Job Viewed
Job Description
Description
The primary purpose of this role is to perform the broking role for a portfolio of clients and provide a superior level of client service supporting the business in the achievement of their objectives. Our Objectives are expressed in terms of Client, Financials, People and Operational Excellence.
In our Corporate Risk and Broking Retail line of business, we provide appropriate and innovative Insurance Programmes for our Clients. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how
WTW Benefits
Salary Negotiable | Annual leave (23 plus 13 flexi days) | Comprehensive benefits from day 1 | Bonus Performance | Pension scheme | Healthcare Allowance (capped €1, |Educational Support | Life Assurance | Charitable Gift Matching & Fundraising | Group Income Protection | Share Scheme | Employee Assistance Programme | Hybrid Working (2 days per week) | Paid Professional Membership | Volunteer Day.
The Role
The primary purpose of this role is to perform the broking role for a portfolio of clients and provide a superior level of client service. Main responsibilities include;
- Perform the Broking Role for their portfolio of Clients dealing with Renewals and all mid-term
alterations and queries
- Achieve best client service in an efficient and friendly manner ensuring that all client deadlines
are met
- Achieve an appreciation of each client's business and culture
- Support and find opportunities to enable growth of the existing client accounts
- Foster beneficial insurer relationships
- Follow company procedures for Renewals and New business
- Maintain Company and regulatory standards/requirements including compliance
- Participate in project work
- Provide technical support to colleagues and help in resolving their client problems
- Build relationships and provide support to a number of different teams across the Regions business
Qualifications
The Requirements
- Certified Insurance Practitioner (CIP) qualified
- Previous experience working for an insurer or broker.
- Client advocacy
- Desire to take early responsibility
- Passion for learning about and understanding the insurance industry
- Hard working, proactive and flexible
- Capable of solving problems
- Good IT skills, including proficiency with the Microsoft Office suit
- Good interpersonal, organisational, analytical and communication skills
- Highly accurate with good attention to detail in completion of all tasks
Ready to take your career to the next level? Apply now and be part of a team that values excellence and innovation.
About WTW CRB
WTW Corporate Risk and Broking (CRB) is now one of the leading wholesale providers of insurance solutions to the broker market in Ireland. We provide a broad range of services and solutions to thousands of clients, ranging from small businesses to the largest multinational corporations, which include risk assessment, risk management and advisory, risk transfer and placement, and claim advocacy.
Equal Opportunity Employer
WTW are an inclusive employer and welcome applications from people of all backgrounds and abilities. Please let us know if you require reasonable accommodation or support during any stage of the recruitment process and we will do our upmost to accommodate you.
Be The First To Know
About the latest Client service Jobs in Ireland !
Client Service Manager
Posted today
Job Viewed
Job Description
Job Title: Client Service Manager
Business Unit: Client Development
Contract Type: Permanent
Location: Sandyford, Dublin (Hybrid)
About BNP Paribas
At BNP Paribas, we center our values on what drives the company forward. Our driving forces are Agility, Client Satisfaction, Compliance Culture and Openness:
Agility: we want to behave more simply to embrace useful innovation and digital transformation
Client Satisfaction: we believe that our success lies in being the customers' and clients' preferred choice. We seek to listen carefully to them and work closely with them
Compliance Culture: We believe in promoting clear rules to foster a strong culture of compliance and ethics
Openness: We promote open-minded attitudes towards our stakeholders. We aim for everyone in Group to feel included, to have their say and be empowered
Our strengths are based off four key areas of Stability, Expertise, Responsibility and Good Place to Work:
Stability: we build upon our solid, long-term oriented management, our diversified and integrated business model and our international footprint
Expertise: We build upon our recognized and expanding knowledge of our teams
Responsibility: We build upon our culture of responsibility and integrity to ever better serve the interest of our customers
Good Place to Work: We foster a stimulating workplace where people are treated fairly and with respect
The Team
The Client Services Management team is part of the global Client Development team responsible for all client management related activities (ie sales, client relationship management and client satisfaction) for the Securities Services business. Within this team, the Client Services Managers oversee the service delivery with an overall responsibility to ensure an optimised client experience.
The global Client Services Management team has the mission to implement a global service model and to ensure a consistent top-quality client experience worldwide. This team includes each local Client Services team and the Central team managing global tools and processes to facilitate their overall mission. The global Client Services team is responsible for service delivery oversight, client satisfaction, client communication, as well as managing relationships with the third-party asset managers serving the business' asset owner clients.
Oversight of client satisfaction includes monitoring that the services delivered are aligned with the service level agreements, managing regular client service reviews to ensure ongoing fulfilment of client expectations and working across the organisation to address any issues or queries escalated by the client. In addition, the Client Services Managers monitor the touch points of the client across the entire organisation to ensure that the client experience with BNP Paribas is optimised, always with a client focus approach.
Given the global nature of the business and clients, the Client Services Managers are expected to work jointly with all teams servicing the clients and also overseeing their activities across all locations.
Role
The Client Service Manager is responsible for ensuring overall satisfaction of their assigned client(s) across the full scope of services delivered by BNP Paribas Securities Services locally or globally.
The Client Service Manager pilots the client experience to achieve a desired level of service across the entire organisation. By understanding the client business and service expectations, the Client Service Manager translates this into service delivery requirements for each team responsible for the service delivery. The Client Service Manager ensures that all client touch-points across BNP Paribas Securities Services are optimised by ensuring each contact person understands the big picture of the client, what the client values and how each person's role in impacts the client experience. The Client Service Manager should guide everyone to look at services from the clients' point of view and empower everyone involved directly or indirectly with the client to take the actions required to ensure the best possible client experience.
The Client Service Manager also leads service reviews with the client. The aim is for the Client Service Manager to assess the on-going satisfaction of the client with the service delivered, to identify and to oversee actions to ensure continuous improvement of the client satisfaction.
For clients not covered by a Relationship Manager, the Client Services Manager is also responsible for the commercial activities for the client in terms of business development and revenue protection. This includes preparing response to RFPs, Business Acceptance Committees (BAC), pricing, contracts and credit line requests, in addition to KYC recertification, credit line monitoring, legal updates and billing.
The Client Service Manager should be seen as a "champion" of client focus and the optimal client experience leveraging the "Uplifting Service" principles.
Key Responsibilities
For all clients, Service Management responsibilities:
Build client knowledge and trustful relationships
Develop a strong contact network across the client organisation
Understand the client strategy and requirements to enable BNP Paribas Securities Services to deliver on the promises to meet client needs
Manage the operational contact between the client and the operational areas by ensuring a full understanding of the client's needs and expectations across the organisation and providing clarity for the required actions to serve the client
Oversee prompt resolution to clients complaints, and efficient response to requests
Document, coordinate and oversee resolution of problems or issues by Client Delivery and affecting the quality of the service delivered and the overall client experience
Facilitate across the organisation the resolution of escalated operational issues by establishing and overseeing a formal service governance framework
Manage the formal complaints process according to the "Client Complaints Procedure"
Monitor the performance of the service delivery and client satisfaction
Monitor the service delivery quality delivered (based on operational KPIs) according to the Service Level Agreements
Organise regular formal service performance reviews with clients according to strategic priorities and client needs, including preparation of the review (agreed agenda) and follow up on agreed action plans. This should be conducted according to global guidelines, including call memos, minutes and issues escalation measures
Use issue logs, query database and client feedback to conduct reviews both internally and externally with the client
Collect client feedback via service review scorecards, client satisfaction surveys as well as feedback from the various teams in direct contact with the client
Engage the IT and Operations local/global teams in the pursuit of service quality delivery and improvement
Manage client reviews, due diligence visits and questionnaires
Manage client reviews, audits and due diligence questionnaires and visits for existing clients, coordinating the various services and product areas according to strategic priorities and client needs
Manage communication to clients
Ensure clients receive appropriate market and service information by managing the distribution lists for updates and newsletters
Ensure consistent messages are delivered to the client about business recovery incidents in accordance to issued guidelines
Foster an aligned service delivery and communication approach to clients across services and product areas
Manage SLA modifications with the client
Initiate and regularly review Service Level Agreement (SLA) and Service Level Description (SLD) documents (and any other formal agreements referring to service requirements) based on the standard documents issued by Client Delivery
Contribute to client related projects
Identify and coordinate service modifications in response to changes in the client needs by raising change projects (within existing service scope) via the Client change request process
Participate in onboarding project governance managed by the Business Implementation team and act as sponsor if needed
Respond to escalation by the client in the case of concerns with major projects, including onboarding
Manage third party relationships
Ensure proper coordination of relationships with third parties related to the client activity, including third party asset managers, auditors and external middle office service providers
Contribute to the client relationship:
Refer identified business development opportunities to the Relationship Manager/Sales
Contribute to product/service development initiatives
Contribute to client strategy meetings with the Relationship Manager
Contribute to the development of the BNP Paribas Securities Services brand and market reputation
Identify, understand and communicate appropriate key management information / business metrics (based on the global standards) that will facilitate the client relationship
For clients not covered by a Relationship Manager, in addition to the Service Management responsibilities, commercial responsibilities:
New business development and business at risk management
Lead client relationship locally
Protect revenues from related to existing business (without quantitative sales objectives)
Coordinate response to client business requests, RFIs and RFPs, including pricing proposals in coordination with Client Lines and Market Specialist
Relationship Management duties
Carry-out KYC recertification within the prescribed timeframe and continuous vigilance responsibility
Support the credit process by providing direct input on the client entity's activity and ensuring adequate credit lines are in place
Follow client revenues by checking first invoice after implementation / repricing and by regularly reviewing revenue reports
Lead renegotiation of contracts, including incremental legal provisions, and local agreements
Manage repricing requests and provide budget inputs
Fully adhere to BNP Paribas Compliance, Financial Security (Know Your Customer "KYC", Anti-Money Laundering "AML", Anti-Bribery and Corruption "ABC" and Sanctions), Conduct & Risks policies, (including the analysis of ESG factors through the ESG assessment framework when acting as SBO)
Qualifications & Experience required for this role
Financial industry experience or professional qualifications relating to the financial markets, asset management or securities services, ideally within a client servicing or operational environment
Client orientation
Extensive experience in a role with a strong client management focus
Proven track record of working within a client servicing environment
Team and collaborative work
Proven track record of working within a financial services operations environment
Proven behaviours for effective teamwork and influencing others to work collectively towards a common goal
Ability to communicate at all levels in an organization
Effective written and oral communication in (local language) and English
Ability to foster and maintain strong interpersonal internal and external relationships
Competent strategic thinker with the ability to identify and implement solutions
Adaptability to changing environments and ability to work under pressure
Demonstrate leadership, assertiveness, and define clear deliverables
Demonstration of innovative/creative thinking, problem-solving and taking initiative to identify and implement solutions
Proven track record of results and quality orientation
Demonstrated behaviours of being organised, structured and able to recognise essential elements
Why work with us?
We are a bank for a changing world and aim to build positive change together with our employees
We are a team of passionate people who genuinely care about what we do and the impact our work delivers to our clients. We operate in a highly collaborative, open-minded environment that embraces innovation and creativity
Our remuneration and benefits packages are generous, with competitive salaries, a discretionary bonus scheme, company pension contribution, comprehensive private healthcare packages, and numerous other benefits
We have a genuine commitment to work-life balance throughout the whole organisation. We are also committed to equality, diversity and inclusion and actively promote equal opportunities
Development and mobility is actively encouraged. We are a learning company - there is real opportunity to grow, develop and expand your skills, experience and career path
We are a global company operating in over 60 countries with over 180,000 employees from over 150 nationalities. In Ireland we have approximately 550 employees across Dublin and Galway working in Corporate Institutional Banking (CIB) and BNP Paribas Security Services (BP2S) and Greenval
Management excellence
BNP continues to foster top-class people management practices within our strong people focused culture, therefore all BNP Paribas people managers must adhere to the group Management Charter which strives for excellent in people management behaviours and competencies.
Compliance Culture
We believe in promoting clear rules to foster a strong culture of compliance and ethics. We would expect any incoming member of staff to respect all financial security related legislation, including: anti-money laundering (AML); countering the financing of terrorism (CFT); international financial sanctions and embargoes (IFS); anti-bribery and corruption (ABC); KYC; ongoing client related data screening; and transaction monitoring. BNP Paribas have clear policies on these topics which all staff are expected to familiarise themselves with upon successful entry to the Group.
Equality and Diversity
BNP Paribas is an equal opportunities employer and proudly cultivates a diverse workforce. We believe that diversity of experience enhances our service offering to clients and leads to a better working environment. We encourage applications from the best candidates regardless of age, ethnicity, gender, gender identity, nationality, disability, sexual orientation, socio-economic background, parental and caring status, or religious belief.
By submitting your application, you agree to BNP Paribas completing a background check and screening in advance of any potential offer being made
Client Service Advisor
Posted today
Job Viewed
Job Description
This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Description
Client Service Support
The primary purpose of this role is to provide a superior level of support to the Client Service Teams in order to assist the business in the achievement of its Objectives. The company Objectives are expressed in terms of Client, Financials, People and Operational Excellence.
In our Corporate Risk and Broking Retail line of business, we provide appropriate and innovative Insurance Programs for our Clients. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how.
The Role
- Assist business in achieving the best client service in an efficient and friendly manner and assisting to ensure that all client deadlines are met
- Document management of inbound and outbound documents
- Assist broking teams with renewal invites, reminders, debiting and file management
- Assist in company audit processes.
- Develop system expertise and technical knowledge with a view to progressing toward a client engagement role
- Ensure compliance with all regulatory requirements and company procedures
- Participate in project work
- Provide assistance to all colleagues including new joiners and build relationship with colleagues in other teams both on and off shore
Qualifications
The Requirements
- Previous experience working for an insurer or broker is desirable but not essential
- APA qualified with a view to progressing to achievement of CIP
- Hard working, proactive and flexible
- Capable of solving problems
- Good interpersonal, organisational, analytical and communication skills
- Highly accurate with good attention to detail in completion of all tasks
- Strong Team player
The Company
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at
Equal Opportunity Employer
WTW are an inclusive employer and welcome applications from people of all backgrounds and abilities. Please let us know if you require reasonable accommodation or support during any stage of the recruitment process and we will do our upmost to accommodate you.
Client Service Advisor
Posted today
Job Viewed
Job Description
Are you an energetic, self-motivated and career focused individual? Do you want to work in the largest dedicated Professional Services team in Ireland with exposure to a broad range of accounts? This might be the role for you.
This is a hybrid role with the flexibility to work from our new Dublin office and virtually.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What The Day Will Look Like
Main responsibilities will include:
- Assist with leading a portfolio of Clients within a busy and pro-active broking environment
- Assist with managing client renewals from start to finish, assisting with mid-term alterations, dealing with general day-to-day client and carrier queries and administrative duties pertaining to same
- Vetting insurance and supporting documentation against defined requirements/standards on behalf of Partners
- Providing support to our designated claims team in the handling of insurance claims
- Providing assistance as required to colleagues across a range of Professional Indemnity, Directors & Officers Liability, Cyber Liability and other financial lines products
- Reviewing policy wording
- Building strong relationships with clients, underwriters and colleagues through the delivery of a leading market service
- Securing and retaining clients by providing excellent service
- Assisting Aon colleagues to continually deliver an excellent service
- Participation in campaigns and sales initiatives to target new clients
- Expanding and sharing knowledge and capabilities
- Ensuring strict compliance and adherence to broking standards
- Following all management audit requirements
- Other duties that may arise as the business requires
How This Opportunity Is Different
Reporting to the Professional Services team Directors, a Client Service Advisor will have the chance to work for one of the biggest insurance broker services globally, facing and dealing with high level skills of clients across Financial Lines. Working in a commercial environment, you will be supported by a similar minded professional individuals and motivated dynamic team.
Joining Aon as a Client Service Advisor will provide an opportunity for you to work in the largest dedicated Professional Services team in Ireland. This opportunity would suit one who is autonomous and eager to manage clients from cradle to grave.
The Professional Services team are highly experienced, enthusiastic standout colleagues where one can grow and learn whilst working in a complex global matrix environment with a mix of functional, business and geographic leaders.
Skills And Experience That Will Lead To Success
- Ideally a few years of relevant Insurance broking experience
Comply, on an ongoing basis, with the minimum competency requirements laid down by the Central Bank, including but not limited to:
To be CIP qualified (minimum) Progress to ACII (desirable)
- Meet the Central Bank Fitness & Probity standards
Provide evidence of compliance with maintaining CPD hours (min 2 years)
Have a desire to improve knowledge across a range of Financial Lines products
- Ability to communicate effectively with clients, insurers and colleagues
- Excellent organizational and administrative skills with ability to work to strict deadlines
- Team player with the ability to work on own initiative
- Ability to prioritize workload and deliver on objectives
- Demonstrate strong customer orientation and attention to details
- Proficient in Microsoft platforms i.e. Word, Excel and PowerPoint
How We Support Our Colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace