Client Services Executive

3 weeks ago

Dublin, Dublin City, Ireland Elevate Partners Full time

Our client, a leading Wealth Management firm, is currently looking to hire a Client Services Executive to join their team.

The successful candidate will have excellent communication skills and attention to detail.

Role Duties Include:
  1. The provision of general administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers
  2. Acting as the first point of contact for clients; dealing promptly and efficiently with client queries
  3. Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client
  4. Management of follow-up activities from client meetings; completion of minutes of meetings and monitoring task completion
Requirements:
  • A minimum of 1 year of experience working in an administrative position
  • Degree or Master's level in Business/Finance related area
  • A high level of proficiency in MS Word, Excel, Outlook, and PowerPoint
  • Excellent attention to detail
  • Excellent organizational skills
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