Client Services Executive
2 weeks ago
1 day ago Be among the first 25 applicants
Direct message the job poster from Elevate Partners
Senior Recruitment Consultant at Elevate PartnersOur client, a leading Wealth Management firm, is currently looking to hire a Client Service Executive to join their team. The successful candidate will have great communication skills and attention to detail.
Key Responsibilities:
- The provision of general administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers.
- Acting as the first point of contact to clients; dealing promptly and efficiently with client queries.
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client.
- Assisting with administrative tasks involved with planning and preparation of various client events and conferences; providing on-site support and hospitality at such events.
Requirements:
- A minimum of 1 year of experience working in an administrative position.
- Degree or Masters level in a Business/Finance-related area.
- A high level of proficiency in MS Word, Excel, Outlook, and PowerPoint.
- Excellent attention to detail.
On offer is a competitive salary and benefits package along with the opportunity to join a leading firm.
Please apply through the link provided or get in touch with Aoife Stokes at astokes@elevatepartners.ie to schedule a confidential phone call.
Seniority level- Associate
- Full-time
- Finance
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