Client Service Executive, Associate

2 weeks ago

Dublin, Dublin City, Ireland TN Ireland Full time

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Client Service Executive, Associate - 18 month FTC, DublinClient:Location:

Dublin, Ireland

Job Category:

Other

EU work permit required:

Yes

Job Reference:

dc7176409b87

Job Views:

2

Posted:

16.03.2025

Expiry Date:

30.04.2025

Job Description:

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 services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About the role

An exciting opportunity has arisen on an 18 month FTC for a Client Service Executive to join our Wealth Management division. In the role, the successful candidate will:

  • Provide general administrative support to a team of Associate Directors and Senior Private Client Advisers.
  • Act as the first point of contact to clients; dealing promptly and efficiently with client queries.
  • Assist in the delivery of the department's value management project.
  • Collate documentation for client meetings; audit the customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation for client meetings.
  • Manage follow-up activities from client meetings; monitor completion of tasks.
  • Update and monitor the CRM system on an ongoing basis; prepare documentation to comply with legislative requirements in data management for our clients.
  • Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met; act as the primary point of contact with all internal departments.
  • Manage reporting and operation of tasks in conjunction with other team members; implement and communicate company practices in carrying out tasks.
  • Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events.
  • Participate in interdepartmental projects to identify best practices to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
  • Comply with the Risk and Compliance frameworks, policies, and procedures associated with the role.

Requirements

About you

We are looking for somebody who has the following background and skills:

  • A minimum of 1 year of experience working in an administrative position;
  • Degree or Masters level in Business/Finance related area;
  • A high level of proficiency in MS Word, Excel, Outlook, and PowerPoint;
  • A flexible, positive attitude towards work;
  • Excellent attention to detail;
  • An ability to work effectively as part of a team;
  • A professional telephone manner;
  • Excellent organisational skills;
  • An ability to prioritise own workload.

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer a competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by our award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.

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