Client Services Executive

5 days ago

Dublin, Dublin City, Ireland Elevate Partners Full time

Our client is a leading Wealth Management firm who are looking to hire a Client Services Executive to join their team in Dublin.

Responsibilities
  • Client portfolio end to end administration
  • Annual portfolio reviews and valuations
  • Processing new business, communicating, and interacting with product producers to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios
  • Communicating with clients regarding their portfolios and new applications in an effective and timely manner
Requirements
  • BA (Hons) Degree within a Business or Finance related discipline
  • A minimum of 2-3 years relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions broker is essential
  • QFA qualified or progressing towards this qualification
  • Excellent verbal and written communication skills
  • Ability to work independently and as part of a team

This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space.

For more information on this Client Services Executive job or to discuss in more detail, contact Aoife Stokes at or apply directly below.

Job Details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Finance
  • Industries: Investment Management
#J-18808-Ljbffr

  • Client Service Executive

    4 weeks ago

    Dublin, Dublin City, Ireland Davy Full time

    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...

  • Client Service Executive

    5 days ago

    Dublin, Dublin City, Ireland Davy Full time

    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...

  • Client Service Executive

    5 days ago

    Dublin, Dublin City, Ireland Davy Full time

    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...

  • Client Service Executive

    5 days ago

    Dublin, Dublin City, Ireland Davy Group Full time

    OverviewAn exciting opportunity has opened up for aClient Service Executive to join the Institutional Consulting team withinour Wealth Management division.This team works with a broad range of Irish institutions, including charities and credit unions.In the role, the successful candidate will be expected to fulfil the following tasks:ResponsibilitiesThe...

  • Client Service Executive

    6 days ago

    Dublin, Dublin City, Ireland Davy Group Full time

    OverviewAn exciting opportunity has opened up for aClient Service Executive to join the Institutional Consulting team withinour Wealth Management division. This team works with a broad range of Irish institutions, including charities and credit unions.In the role, the successful candidate will be expected to fulfil the following tasks:ResponsibilitiesThe...

  • Client Service Executive

    7 days ago

    Dublin, Dublin City, Ireland Davy Full time

    About the roleAn exciting opportunity has opened up for aClient Service Executive to join the Institutional Consulting team withinour Wealth Management division.This team works with a broad range of Irish institutions, including charities and credit unions.In the role, the successful candidate will be expected to fulfil the following tasks:The provision of...

  • Client Service Executive

    5 days ago

    Dublin, Dublin City, Ireland Davy Full time

    About the roleAn exciting opportunity has opened up for aClient Service Executive to join the Institutional Consulting team withinour Wealth Management division.This team works with a broad range of Irish institutions, including charities and credit unions.In the role, the successful candidate will be expected to fulfil the following tasks:The provision of...

  • Client Service Executive

    5 days ago

    Dublin, Dublin City, Ireland Davy Group Full time

    OverviewAn exciting opportunity has opened up for aClient Service Executive to join the Institutional Consulting team withinour Wealth Management division.This team works with a broad range of Irish institutions, including charities and credit unions.In the role, the successful candidate will be expected to fulfil the following tasks:ResponsibilitiesThe...

  • Client Service Executive

    7 days ago

    Dublin, Dublin City, Ireland Davy Full time

    About the roleAn exciting opportunity has opened up for aClient Service Executive to join the Institutional Consulting team withinour Wealth Management division. This team works with a broad range of Irish institutions, including charities and credit unions.In the role, the successful candidate will be expected to fulfil the following tasks:The provision of...

  • Client Service Executive

    4 days ago

    Dublin, Dublin City, Ireland Davy Full time

    About the roleAn exciting opportunity has opened up for aClient Service Executive to join the Institutional Consulting team withinour Wealth Management division.This team works with a broad range of Irish institutions, including charities and credit unions.In the role, the successful candidate will be expected to fulfil the following tasks:The provision of...