Senior Client Associate
About this job
In order to work in Ireland a non-EEA National, unless they are exempted, must hold a valid employment permit. Please review the Eligibility and requirements for an employment permit if you are unsure of your eligibility to apply for this vacancy.
Newcourt Retirement Fund Managers Ltd. (NRFM) is a specialist provider of pension administration and retirement solutions in Ireland. We deliver professional pension services to individuals, employers, trustees and financial advisers while maintaining the highest standards of regulatory compliance, operational excellence and client service.
Role Summary
The Senior Client Associate will play a key role in managing pension administration, supporting financial operations, maintaining client and scheme records, coordinating with financial advisers and investment managers, and ensuring that all pension-related activities are completed accurately and in accordance with regulatory requirements.
The successful candidate will contribute to operational efficiency, regulatory compliance, client relationship management and continuous improvement initiatives across the business.
Key Responsibilities include
Manage a portfolio of client and financial adviser relationships, ensuring the delivery of accurate, responsive and professional pension administration services.
Coordinate the administration of pension products including PRSAs, Occupational Pension Schemes, Approved Retirement Funds (ARFs), Approved Minimum Retirement Funds (AMRFs), Additional Voluntary Contributions (AVCs), transfers, retirements and benefit payments.
Review pension documentation and financial records to ensure completeness, accuracy and compliance with regulatory and internal requirements.
Essential Skills and Experience
Bachelor's degree in Business, Finance, Accounting, Economics or another relevant discipline, or equivalent professional experience.
Minimum of 2 years' experience within pensions, financial services, investments, banking, insurance or another regulated financial environment.
Experience managing client relationships and delivering high-quality financial or pension administration services.
Strong understanding of financial administration processes, regulatory compliance and operational controls.
Excellent analytical, organisational and problem-solving skills with the ability to interpret financial and pension-related information.
High level of accuracy and attention to detail when processing financial transactions and maintaining records.
Excellent written and verbal communication skills with the ability to engage professionally with clients and stakeholders.
Strong proficiency in Microsoft Office, particularly Excel, Word and Outlook.
Ability to prioritise workload, meet deadlines and work effectively both independently and within a collaborative team environment.
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