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Employer Webrecruit Ireland
Job Title Trainee Customer Service

Trainee Customer Service / Financial Advisor
Waterford City, Co. Waterford
€Excellent DOE Plus Performance Bonus & Benefits

Are you a highly-motivated sales or customer service professional? Want to develop a rewarding career in finance with a forward-thinking business? If so, our client would love to hear from you.

Our client is a financial services provider that specialises in providing mortgages and investments in Waterford. They are now looking for a Trainee Customer Service / Financial Advisor to join their friendly team.

You’ll receive in-depth training in financial transactions, cash balancing, company products, customer service, regulatory procedures and sales referrals to ensure you have all the tools you need to succeed.

What’s more, for the right candidate, there will be the potential to progress into a Financial Advisor role in the future and achieve QFA (Qualified Financial Advisor) qualifications, making this the ideal role in which to enhance your future prospects.

As a Trainee Customer Service / Financial Advisor, you will deliver an outstanding level of service to customers using our client’s retail banking solutions.

Your day-to-day duties will involve:

- Responding to queries about financial products
- Processing customers’ cash and banking transactions
- Helping to resolve customers’ account issues
- Opening new accounts
- Referring customers to the Qualified Financial Advisors for more information

To be considered, you’ll need:

- Some experience in a sales or customer service role
- A Leaving Certificate at Ordinary level (or equivalent), with a minimum of five passes, including maths at grade C or above

Friendly and helpful, as a Trainee Customer Service / Financial Advisor, you’ll have great interpersonal and communication skills. A highly organised approach and an excellent eye for detail are also key.

Ideally, you will have completed some or all of the QFA exams, but this is by no means essential. A degree level qualification in a business related discipline would also be beneficial.

To apply for the role of Trainee Customer Service / Financial Advisor, please apply via the button shown.

This vacancy is being advertised by Webrecruit Ireland Ltd. The services advertised by Webrecruit Ireland Ltd are those of an Employment Agency.

Additional Keywords: Trainee Customer Service Advisor, Trainee Financial Advisor, Customer Service Executive, Trainee Financial Services Advisor, Customer Care Executive, Customer Services Representative, Finance Assistant, Sales Assistant, Finance, Financial.

Working hours: 9:00 – 17:30, Monday – Friday

This job originally appeared on
Location Wexford, Kilkenny, Tipperary, Wexford
Date Added 13 days ago
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