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...

We are seeking a talented individual to join our Corporate team at Marsh.This role can be based out of our Birmingham or Nottingham offices. This is a hybrid role that has a requirement of working at least one or two days a week in the office.The role: Corporate Client Executive As a Corporate Client Executive, you will focus on managing and retaining a...

We are seeking a talented individual to join our Corporate team at Marsh.This role can be based out of our Birmingham or Nottingham offices. This is a hybrid role that has a requirement of working at least one or two days a week in the office.The role: Corporate Client Executive As a Corporate Client Executive, you will focus on managing and retaining a...

Job Title: Client Services Executive Reporting to: Client Services Manager Department: Product Prosperous Financial has an exciting opportunity for a Client Services Executive to join our team. The Client Services Executive plays a key role in providing exceptional service and support to clients within our firm. They are responsible for handling client...

Job Title: Client Services Executive Reporting to: Client Services Manager Department: Product Prosperous Financial has an exciting opportunity for a Client Services Executive to join our team.The Client Services Executive plays a key role in providing exceptional service and support to clients within our firm.They are responsible for handling client...

We are seeking a talented individual to join our Corporate team at Marsh. This role can be based out of our Birmingham or Nottingham offices. This is a hybrid role that has a requirement of working at least one or two days a week in the office.The role: Corporate Client ExecutiveAs a Corporate Client Executive, you will focus on managing and retaining a...

Job DescriptionAt Walfrid Private, a leading Wealth Management firm based in Dublin, we are seeking a motivated Client Services Executive to join our team.About UsWe provide expert financial guidance to Irish Company Directors, Business Owners and Entrepreneurs, helping them reduce costs, minimize taxes and achieve financial independence.Your RoleAs a Client...

We are seeking a highly skilled Client Services Executive to join our team at Elevate Partners. This role presents an excellent opportunity to work in the wealth management industry, supporting a leading firm with exceptional client services.Role Responsibilities:Provide general administrative support to senior professionals, including Directors and Senior...

Walfrid Private is a Wealth Management firm based in Dublin 12. We assist Irish Company Directors, Business Owners, and Entrepreneurs to reduce costs, improve financial performance, and achieve financial independence.We implement strategic plans with our clients to structure long-term bespoke financial cashflows that are tax efficient. Our team works...

Our client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.Role Duties Include:  The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers ...