New Business and Customer Service Administrator, Private Wealth Team

Job title: New Business and Customer Service Administrator, Private Wealth Team

Company: Marsh McLennan


Job description: Company: MercerDescription:What can you expect:We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with the role based in either Cork or Dublin.The Private Wealth Team are part of the Wealth business in Mercer. They provide holistic financial planning to individuals and members of corporate organisations for fee and/or commission. The advice ranges from pension planning for retirement to recommending suitable life assurance to choosing the most suitable ARF, annuity, savings or investment arrangement for their funds.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 team and all clients.We will count on you to:

• 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
• Qualified Financial Adviser (QFA) accreditation

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create innovative solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at reasonableaccommodations@mmc.com to discuss any specific needs.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Expected salary:

Location: Cork

Job date: Thu, 19 Jun 2025 07:02:37 GMT

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