Client Services Executive

2 weeks ago


Dublin, Dublin City, Ireland Elevate Partners Full time

1 day ago Be among the first 25 applicants

Direct message the job poster from Elevate Partners

Senior Recruitment Consultant at Elevate Partners

Our 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
Employment type
  • Full-time
Job function
  • Finance
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