Client Services Executive

Join to apply for the Client Services Executive role at Unio Wealth Management.We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal...

Job OverviewThis position is responsible for providing support and assistance in all areas of managing the client's business and keeping day-to-day activities running smoothly.Main ResponsibilitiesWrite the internal client brief once the strategy has been agreed.Execute the communications planning process working collaboratively with specialists.Oversee...

About usFrom day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...

About DavyFor nearly 100 years, Davy has been forging strong relationships with our clients and developing the careers of Ireland's future business leaders. Our success is built on a rich heritage dating back to 1926.Our CultureOur culture is shaped around three values: client success, one Davy, and building a proud legacy. We work together to deliver...

Client Services Executive Location: Dublin Position Type: Permanent Key Responsibilities: Provide exceptional client service and support to our wealth management clients. Assist in the preparation of financial plans, reports, and other documentation. Manage client queries and ensure timely resolution. Maintain client records and ensure compliance with...

About usFrom day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...

About us From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.  Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...

The role of the Client Executive is to support a busy team, working closely with the Client Managers across a portfolio of accounts to assist with the planning of OOH campaigns and having responsibility for the general campaign admin across the wider team working alongside the Hub team. The Client Executive will be a highly driven individual who will be able...

Our Client, A Top Tier Law firm in Dublin 2 requires a Client Success Executive to join their team. Previous experience working within a dynamic role is necessary and someone with strong admin and organisational skills. This role will work closely with internal stakeholders and will report to the Strategic Accounts Manager. It will offer great progression...

About The RoleAn exciting opportunity has arisen for a Client Service Executive, Associate to join our Wealth Management division. In this role, you will be responsible for providing general administrative support to a team of Associate Directors and Senior Private Client Advisers. You will serve as the first point of contact for clients, responding promptly...

Responsibilities :Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including: Operability of TWS, IBKR Mobile, IBKR WebTrader execution platforms including trading modules and analytical tools; Cash...

Sales Executive / Motor Dublin West - E8588 Our client is a very reputable motor distributor seeking a sales professional with 3+ years experience Salary: Base salary €35k (OTE all in €85k) plus company car, laptop and fuel card. Contributory pension plan. The Role: Greet customers and qualify them effectively in order to understand their needs. Assist...

Sales Executive / Motor – Dublin West – E8588Our client is a very reputable motor distributor seeking a sales professional with 3+ years experienceSalary: Base salary €35k – (OTE all in €85k) plus company car, laptop and fuel card. Contributory pension plan.The Role:Greet customers and qualify them effectively in order to understand their...

The Purpose of the Role: To exceed client expectations by adding value beyond the agreed Key Performance Indicators (KPIs) and to build CPM's business by developing the services provided to them. To deliver, as a minimum, planned budget spend and to deliver agreed profit levels to CPM. Key Responsibilities: Maintenance and development of client ...

Our Finance client is currently hiring for a HR Executive position. You will be mainly responsible for assisting the oversight of all HR matters within the company. This is a permanent, on site position based in Dublin 18. Key Responsibilities: Recruitment, screening and arranging candidate interviews. Dealing with internal and external HR queries....

About Our TeamCpl Healthcare is committed to fostering an inclusive environment where diversity and equality thrive.We recognize the collective strength found in the diverse backgrounds, skills, and experiences of our team members.Job DescriptionAs a Client Solutions Executive, you'll play a crucial role in delivering customized BPO solutions, ensuring our...

We are seeking a highly skilled and experienced Audit Senior Manager to join our team. As a key member of our team, you will be responsible for servicing clients, directing all assurance services delivered, and ensuring sound management of our people. You will also support the Partners with business development and practice management.Key...

Job Details:We are seeking a highly motivated Commercial Account Executive to join our team at Erm Financial Services. As a key member of the team, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and driving business growth. Your role will involve working closely with Directors, developing...

Overview The Opportunity: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The...

Overview The Opportunity: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The...