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Client Services Support

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Grant Thornton

Aug 29, 2024

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Accounting & Tax
  • Dublin
  • Quick Apply

AI generated summary

  • You should have relevant experience, be QFA qualified or pursuing it, possess strong organizational and communication skills, and be proficient in MS Office with a professional phone manner.
  • You will assist client advisors with pension scheme administration, process contributions, manage compliance, liaise with service providers, and ensure timely communication and documentation.

Requirements

  • Experience in similar role
  • QFA qualified or working towards qualification
  • Ability to manage own workload, prioritizing as appropriate, working to tight deadlines
  • Strong organizational skills essential
  • Ability to contribute to and participate in a team environment but also capable of working on your own initiative
  • Excellent interpersonal skills with the ability to communicate across departments, levels, firms and providers
  • Excellent oral and written communication skills
  • Excellent attention to detail with a flexible attitude towards work
  • A strong work ethic and a good sense of urgency and priority setting
  • Willing and openness to tackle challenges and assume responsibility for client/projects as you progress within the role
  • Professional telephone manner
  • Proficient general IT skills and knowledge of MS Office programs

Responsibilities

  • Main duties & responsibilities
  • Assistant to our client advisors in relation to the administration of a portfolio of corporate pension schemes, group risk schemes and individual day-to-day clients
  • Responsible for day-to-day administration i.e. processing contributions, checking documentation, drafting communication, preparing client valuations, processing of all new business proposals and applications.
  • Assisting with annual renewals and new joiner requests from the employer ensuring all records are kept up to date and premiums paid in a timely manner.
  • Assist the team in ensuring that all regulatory requirements are satisfied and the firm/clients/schemes remain fully compliant on an ongoing basis
  • Responsible for ensuring compliance requirements are satisfied in processing any new business
  • Liaise with all third-party service providers including Investment Managers, product providers, and trustees, to ensure client requests and actions are processed and completed in a satisfactory manner
  • Adhere to Grant Thornton company policies, procedures and controls to ensure deliverance of excellent service

FAQs

What is the primary focus of the Client Services Support role at Grant Thornton?

The primary focus of the Client Services Support role is to assist in the administration of corporate pension schemes, group risk schemes, and individual clients' needs within the Employee Benefits function of the Financial Planning Team.

What essential skills or attributes are required for this role?

Essential skills for this role include organizational skills, the ability to manage workloads and deadlines, excellent interpersonal skills, attention to detail, proficiency in MS Office, and a professional telephone manner.

Is a specific qualification required for this position?

Yes, candidates are expected to be QFA qualified or working towards that qualification.

What kind of experience is needed for the Client Services Support role?

Experience in a similar role within client services or employee benefits administration is required.

Are there opportunities for career growth at Grant Thornton?

Yes, Grant Thornton emphasizes professional development, offering opportunities for skill enhancement, knowledge growth, and career progression.

What benefits does Grant Thornton offer to its employees?

Grant Thornton provides various rewards and benefits designed to promote a healthy lifestyle, including a culture of recognition, equity, diversity, and inclusion initiatives, as well as a supportive work environment.

How does Grant Thornton approach equity, diversity, and inclusion?

Grant Thornton is committed to fostering an equitable workplace culture where diverse backgrounds, perspectives, and experiences are valued and respected.

What is the team dynamic like within the Financial Planning Team?

The Financial Planning Team values collaboration and encourages contributions from all members, promoting a supportive environment where team members can also work independently.

How does Grant Thornton handle recognition for employee achievements?

Grant Thornton has a "Shout Out" recognition scheme that celebrates employees' successes and positive behaviors by allowing colleagues to acknowledge each other's contributions and achievements.

What is expected regarding compliance in this role?

The Client Services Support role requires ensuring that all regulatory requirements are satisfied and that the firm, clients, and schemes remain fully compliant on an ongoing basis.

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Grant Thornton

Accounting
Industry
10,001+
Employees
1924
Founded Year

Mission & Purpose

Grant Thornton is a leading global network of independent assurance, tax, and advisory firms, providing professional services to dynamic organizations worldwide. Founded in 1924, the firm operates in over 130 countries, helping businesses grow strategically while managing risks and enhancing operational efficiencies. With a focus on quality, collaboration, and innovation, Grant Thornton's mission is to empower clients to unlock their full potential and achieve success in a rapidly evolving business landscape. The firm is dedicated to building trusted relationships and delivering value through personalized and forward-thinking solutions.