Customer Service Advisor - Financial Services

apartmentMorgan McKinley placeDublin calendar_month 

Customer Service Advisor - Financial Services (Contact Centre)

6 month rolling contract

Dublin City Centre hybrid

What's the Opportunity?

We're looking for a customer-focused, energetic and organised advisor to join a high-performing, award-winning contact centre team. This is a fantastic opportunity to build a long-term career in the life and pensions industry, with excellent training, ongoing support and clear progression pathways.

In this role, you'll support customers and intermediaries via phone and email, aiming to resolve queries at first point of contact while delivering a consistently high standard of service. You'll gain strong product knowledge across protection, investment and pension solutions, developing valuable expertise in financial services.

What You'll Do
  • Deliver excellent customer service across phone and email channels, with a strong focus on confident and empathetic phone engagement
  • Take ownership of customer queries, identifying needs and working toward first-contact resolution
  • Collaborate with your team to meet service and customer experience targets
  • Build and maintain strong product knowledge across financial solutions
  • Support the retention of existing customers
  • Work cross-functionally to ensure a seamless customer experience
  • Communicate clearly and remain solution-focused when resolving issues
  • Contribute to team initiatives and continuous improvement efforts
What You'll Bring
  • A genuine customer-first mindset with a positive, team-oriented approach
  • Strong written and verbal communication skills
  • Good problem-solving ability and administrative skills
  • Ability to multitask in a fast-paced environment
  • Self-motivation and confidence working independently
  • An interest in financial services, with willingness to work toward a professional qualification (e.g. QFA)
  • Solid PC skills and strong attention to detail
Nice to Have
  • Previous experience in financial services, life & pensions or a customer-facing role
  • A relevant qualification (e.g. QFA/APA) or progress toward one
Why Join?
  • Join a high-performing, customer-focused contact centre team
  • Comprehensive training and clear career progression opportunities
  • Supportive and collaborative working environment
  • Opportunity to build a long-term career in the life and pensions sector
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