Customer Service Executive

  • Dublin
  • Walfrid Private
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: We a currently seeking a dynamic and detail-oriented Customer Service Executive to join our team. In this role you will play a pivotal role in supporting our operations by being a proactive point of contact for our client base along with collaborating with our administration teams to maximise efficiencies. Responsibilities: Proactively contact both newly acquired and existing clients via phone in relation to paperwork required for their policies. Carry out accurate and timely data captures. Work with all teams, particularly Post Sales and Existing Business teams, to identify any missing documents prior to contacting clients. Ensure all paperwork is added to CRM immediately and client file is kept up to date. Demonstrate meticulous attention to detail in all tasks. Understand and adhere to compliance requirements, particularly regarding data protection. Manage workload effectively to meet deadlines. Requirements Previous experience in a customer service/sales/office administrator role. Excellent phone manner and strong communication skills both written and verbal. Experience with Salesforce or similar CRM. High level attention to detail. Experience in a regulated working environment desirable. Ability to work to strict deadlines. Adaptability to work with different administration and compliance teams as required. Benefits Shorter working week, half day every Friday. Company Pension. Company IP and DIS the day you join. 22 days Annual Leave plus your birthday off. Company shutdown for Christmas break.