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Client Services Executive

4 weeks ago


Dublin, Dublin City, Ireland Axiom Consultants Full time

Direct message the job poster from Axiom Consultants

A leading name in the wealth management industry in Ireland is continuing to build out their team. As part of this expansion, they are now looking to recruit a Client Service Executive to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.

This position can be based in their Dublin or Cork office.

Key Responsibilities:

  • Annual portfolio reviews and valuations
  • Processing new business, communicating, and interacting with product producers (generally major insurance companies) 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
  • Working with and supporting advisers in meeting regulatory compliance requirements.

Education, Qualifications & Experience:

  • 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
  • Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements

Skills & Attributes:

  • Ability to demonstrate a high level of attention to detail with a focus on numerical skills
  • Excellent verbal and written communication skills
  • Ability to manage own workload while prioritising effectively and efficiently
  • Microsoft Word, Excel, and Outlook (Intermediate).
Seniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance, Sales, and Customer Service
  • IndustriesBanking, Financial Services, and Real Estate

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